Financial planning software providers are proving irresistible to traditional investment firms, who are now buying them at a regular clip to help shore up the digital side of their business.
However, the flurry of deals could be a source of concern among advisors using these digital platforms and software, as they are left unsure of what changes will come as a result of a large firm swallowing up a provider.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access