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
ID: 16825716
http://www.kitces.com 17-10-2008 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