Think Advisor – January 2024

The start of 2024 brings the annual Technology Tools for Today conference, led by producer Joel Bruckenstein, marking its 20th anniversary. The conference for financial advisors and other players in the independent wealth space provided a slew of technology innovations and updates. Janet Levaux runs down of some of the exciting announcements and news coming from the conference in the article below.

Read the article: Advisor Tech News of 2024: An Evolving List.

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