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Independent Advisor Alliance to Provide Wealth.com's Estate Planning Tool
Published on October 24, 2024
The partnership will offer IAA's 225 advisors access to the firm's end-to-end platform.
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Other news
How to Close Fintech's Gender Gap
October 24, 2024
With finance and tech both historically male-dominated professions, the pairing seems to amplify these challenges.
Nitrogen Touts Updates, New Features at Annual Conference
October 24, 2024
Nitrogen executives showed off platform updates that detail equity exposure and use artificial intelligence to convert client statements into actionable portfolios.