Today's wealth management landscape is rapidly evolving, presenting new challenges and opportunities for advisors. At the heart of this change is the next generation of advisors.
Also, PureFacts acquires Xtiva Financial Systems, Elements offers a money-back guarantee, Lion Street partners with Pontera and Luminant announces a $3.5M seed funding round.
Jason Pereira details how every part of the client experience and business management can be enhanced and made more efficient through digitization and automation.
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