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Best Practices When Integrating Advisor Technology

Thursday, October 13, 2022 | 2:00 PM ET

Craig-iskowitz
Brandon-roth
Ezra-group
Investment-news-research
Adviser-technology-study

Best Practices When Integrating Advisor Technology

Thursday, October 13, 2022 | 2:00 PM ET

Craig-iskowitz
Brandon-roth
Ezra-group
Investment-news-research
Adviser-technology-study

AssetMark launches new digital prospecting, marketing tools

AssetMark, the third leading TAMP by assets, announced this week the launch of two new tools to help advisers find and land new clients.

Michael-raneri
Assetmark-inc
Adviser-technology-study
Wealthbuilder-prospecting
Marketing-advantage

Advisers see increased opportunity in new fintech tools

Advisers are satisfied with current technology, but think fintech tools could increase opportunity, according to a survey by Broadridge and FSI.

Chris-perry
Michael-raneri
Assetmark-inc
Financial-services-institute
Linkedin
Facebook
Broadridge-financial-solutions-inc
Adviser-technology-study
Broadridge-financial-solutions
Financial-services
Amark-inc

AdvisorEngine updates, rebrands Junxure CRM platform

The AdvisorEngine announcement is the culmination of a multi-year initiative to modernize Junxure CRM, after its acquisition in 2018.

Craig-ramsey
Franklin-templeton
Adviser-technology-study

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