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Weekend Reading For Financial Planners (Nov 19-20) 2022

CFO News Room

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that AdvisorTech giant Envestnet has announced a partnership with New Zealand-based FNZ that will allow Envestnet to offer custodial services to advisors beginning in the second half of 2023. Team Kitces.

Planning 130
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Transcript: Shomik Dutta, Overture Ventures

Barry Ritholtz

This is really a fascinating discussion about some of the latest, greatest technology that’s gonna help the world get to a carbon neutral status and maybe even a carbon negative status to roll back the impact of 250 years of burning fossil fuels. You know, these campaigns, you end up blogging a lot of hours with these folks.