Quest for a Do-it-All Advice Platform Drives M&As
Alex Padalka | Financial Advisor IQ, October 2016
Read the article online >Summary: The quest for the “holy grail” in wealth-management technology — a platform capable of uniting under one roof all the various financial-technology tools necessary in the advice business — has spurred a slew of tech-firm acquisitions and partnerships, ThinkAdvisor writes.
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