MichaelKitces (@michaelkitces) 's Twitter Profile
MichaelKitces

@michaelkitces

One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog

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linkhttp://www.kitces.com calendar_today17-10-2008 15:08:51

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June 2024's #AdvisorTech kicks off with the latest news: -Altruist raises $169M to cement its status as #3 custodian -Archive intel raises $1M to broaden compliance archiving -RightCapital - Right Plans for Real People introduces risk tolerance tool RightRisk More in the link: bit.ly/3V4LYPi

June 2024's #AdvisorTech kicks off with the latest news:
-<a href="/altruist/">Altruist</a> raises $169M to cement its status as #3 custodian
-<a href="/aiArchiveIntel/">Archive intel</a> raises $1M to broaden compliance archiving
-<a href="/RightCapitalHQ/">RightCapital - Right Plans for Real People</a> introduces risk tolerance tool RightRisk
More in the link: bit.ly/3V4LYPi