Weekend Reading For Financial Planners (Nov 19-20) 2022
CFO News Room
NOVEMBER 19, 2022
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.
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