Holistiplan’s Fee Increase Sparks Competition From FP Alpha And RightCapital (And More Of The Latest In Financial #AdvisorTech – February 2025) – Go Health Pro
Welcome to the February 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 FP Alpha has released its tax return … Read more
