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So what do you think? Will Walmart really try to enter the financial services business, or just create a financial products superstore? Can Altruist actually break up the RIA custodial oligopoly, perhaps with the support of asset managers that would like to see the landscape change? Will CRM systems become the new AdviserTech hub as advisers become less investment-centric? And will the RIA community really start allocating billions of dollars to no-commission annuities in the years to come?
Please share your thoughts in the comments below!
Special thanks to Kyle Van Pelt, who wrote the sections Can Mackrills new Milemarker take AdviserTech integrations the extra mile? and MaxMyInterest integrates with Redtail as adviser CRM systems become the new integration hub. You can connect with Kyle via LinkedIn or follow him on Twitter at @KyleVanPelt).
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.
The post The latest in financial #AdviserTech February 2021 appeared first on InvestmentNews.
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