SecureSplit, Interactive Brokers, Candidly, Modern Health & AdvizorPro

25/07/2025 34 min Temporada 1 Episodio 31

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Episode Synopsis

Financial services news from the week of July 25, 2025 included:SecureSplit™ App Launches, Takes Guesswork Out of Divorce Financial PlanningInteractive Brokers Survey: Independent RIAs See AI as an Ally, Not a ThreatCandidly Introduces Cait: Multi-Agent AI Assistant Delivers Comprehensive Financial Guidance for Student Debt and College PlanningThe Rising Cost of Living Is Becoming a Mental Health Crisis for Young Employees2025 Advisor Demographics & Team Structures Report Part 2 – Female Leadership, Advisor Diversity & Personal Signals