Welcome to the May 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 Altruist has announced a $152 million fundraising … Read more
Welcome everyone! Welcome to the 416th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Fran Toler. Fran is the CEO of Toler Financial Group, a DBA firm under the RIA Rossby Financial, in Silver Spring, Maryland, that oversees nearly $200 million in assets under management for 280 client households. What’s … Read more
Welcome to the September 2024 subject of the Newest Information in Monetary #AdvisorTech – the place we take a look at the massive information, bulletins, and underlying traits and developments which might be rising on this planet of expertise options for monetary advisors! This month’s version kicks off with the information that Constancy has introduced … Read more