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Wealthbox’s Upcoming Built-In AI Meeting Notes Tool Signals Competition For Standalone Providers (And More Of The Latest In Financial #AdvisorTech – March 2025) – Go Health Pro

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Wealthbox’s Upcoming Built-In AI Meeting Notes Tool Signals Competition For Standalone Providers (And More Of The Latest In Financial #AdvisorTech – March 2025) – Go Health Pro

Welcome to the April 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Wealthbox has announced it is planning to … Read more

TikTok ban looms in U.S. Here’s the latest. – Go Health Pro

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TikTok ban looms in U.S. Here’s the latest. – Go Health Pro

The Trump administration extended the deadline for the owners of TikTok to sell their asset until June 19 just one day before the previous extension was set to take effect. While there’s a bit more breathing room for a deal to be made, the clock is still ticking for a U.S.-based person, group, or company … Read more

My Take: Here’s why Google’s $32B Wiz grab is the latest Big Tech leap sure to further erode privacy – Go Health Pro

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My Take: Here’s why Google’s B Wiz grab is the latest Big Tech leap sure to further erode privacy – Go Health Pro

By Byron V. Acohido We’ve seen this movie before. Alphabet, Google’s parent company’s, $32 billion bid for Wiz isn’t just about security and privacy. It’s the latest round in Big Tech’s long-running game of business leapfrog—where each giant keeps lunging into the next guy’s home turf, trying to reshape the battlefield in its favor. Think … Read more

Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025) – Go Health Pro

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Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025) – Go Health Pro

Welcome to the March 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Morningstar Office will be shutting down in … Read more

TikTok’s latest trend mocks millennial burger joints – Go Health Pro

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TikTok’s latest trend mocks millennial burger joints – Go Health Pro

Even if you don’t know it, there’s a pretty good chance you’ve been to a millennial burger joint. As TikTok has recently noticed, there are numerous tell-tale signs, including, but not limited to, reclaimed wood, metal barstools, truffle fries, $25 burgers, and a menu with sections like “shareable” and “handhelds.” SEE ALSO: TikTok’s My Emergency … Read more