Best Practices When Integrating Advisor Technology
Thursday, October 13, 2022 | 2:00 PM ET
Source: wealthmanagement.com
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Best Practices When Integrating Advisor Technology
Thursday, October 13, 2022 | 2:00 PM ET
Source: wealthmanagement.com
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.
Source: investmentnews.com
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.
Source: investmentnews.com
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.
Source: investmentnews.com