Morningstar has launched the Annuity Intelligence Center, Michael Roth to oversee InvesCloud's NaviPlan, Docupace unveils its Productivity Suite for RIAs and more.
The president of RFG Advisory discusses how the market's volatility could be a once-in-a-lifetime opportunity for advisors to connect with new clients.
Much of the financial services industry is working with legacy technology, which leads to challenges in delivering advice. This coincides with an increased demand for personalization. FNZ provides digital-first, integrated solutions, enabling efficient and tailored advice, with an end-to-end wealth management technology solution.
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