CONTENTS
T3: Rapid Uptick in Tax and Estate Planning Software By Advisors By Rob Burgess 4 WealthTech SPOTLIGHT ARTICLE
Myriad Launches Cybersecurity and Strategic Business Planning Solutions 12 WealthTech SPOTLIGHT INTERVIEW
Sponsored By
Solving for the Broken Estate Planning Client Experience 13
6
WealthTech SPOTLIGHT INTERVIEW
WealthTech SPOTLIGHT INTERVIEW
Where Has All the Growth Gone?
Sponsored By
Sponsored By
Apex Launches New User Interface For Advisors at T3 By Davis Janowski 14 WealthTech SPOTLIGHT ARTICLE
7
SPONSORED CONTENT
8
16
WealthTech SPOTLIGHT ARTICLE
WealthTech SPOTLIGHT ARTICLE
Why the Future of Advice Will Be Holistic and Connected
GMO Launches Nebo Wealth At T3 By Davis Janowski
Sponsored By
18
Income Lab Carves Out ‘Life Hub’ One-Pager as Separate, Cheaper Tool By Rob Burgess 10 WealthTech SPOTLIGHT ARTICLE
WealthTech SPOTLIGHT ARTICLE
Founders Arena Will Be Back For Second Season Of Its WealthTech
Accelerator By Rob Burgess
20
WealthStack
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