In the meantime, weve rolled out a beta version of our new AdvisorTech Directory, along with making updates to the latest version of our Financial AdvisorTech Solutions Map with several new companies, including highlights of the Category Newcomers in each area to highlight new FinTech innovation.
So what do you think? Will advisers gain enough comfort with crypto assets to adopt new custodial relationships just to give clients more access? Did Wealthfront miss the boat by not packaging its direct indexing platform for advisers from the start? Will advisers make the implementation of wills and trusts part of their standard estate planning offering to clients? And can AdvisorEngine CRM really capture market share away from Redtail and Wealthbox with a deeper focus on building adviser workflows?
Disclosure: Michael Kitces is the co-founder of XY Planning Network, which was mentioned in this column.
Michael Kitces is the head of planning strategy at Buckingham Strategic Partners, co-founder of the XY Planning Network, AdvicePay and fpPathfinder, and publisher of the continuing education blog for financial planners, NerdsEye View. You can follow him on Twitter at @MichaelKitces.
Kyle Van Pelt is the executive vice president of sales at Skience. You can connect with Kyle Van Pelt via LinkedIn or follow him on Twitter at @KyleVanPelt.
The post The latest in financial #AdviserTech February 2022 appeared first on InvestmentNews.
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