The March Pulse Report: Financial Advisor Newsletter
The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The March edition includes: 1) Information on our next FinTech Focus Hour webinar, featuring Bob Veres and Joel Bruckenstein 2) Our latest blog post from CEO Marwa Zakharia entitled “Next-Gen Wealth Holders: How Paradigms in Behavior Will…