🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

We are proud to collaborate with Franklin Templeton to offer a scalable, holistic investment planning tool aimed to deepen advisor-client relationships. Learn more >> aetech.cc/3J4IWVB

Our AdvisorEngine team is keeping pace with a busy Spring conference season. Now onto the #TiburonCEOSummit. Catch up with Rich Cancro and Ned Dane next week in Boston!

Brett Bernstein, CFP®, CEO of XML Financial Group tells Action! magazine why it's time to move digital marketing to the front of the line of your advisory business >> aetech.cc/49EqfCQ

FinTech consultant Grant Easterbrook explores innovative strategies to empower financial advisors through the utilization of cutting-edge AI in a recent interview with Action! magazine >> aetech.cc/3xzZSk9 Grant Easterbrook

Action! magazine caught up with Philip Palaveev, CEO of The Ensemble Practice and he had some great advice for new financial advisors getting started in the industry. You won't want to miss this one >> aetech.cc/3UvCehP

Join a candid conversation with Franklin Templeton’s Sandy Kaul and AdvisorEngine's Suleman Din as they discuss the phenomenon of the crypto ecosystem and why advisors who have been on the fence may want to pay attention >> aetech.cc/3wbzJYM

On our way to meet up with the Ritholtz Wealth crew tonight at The Compound and Friends LIVE in Los Angeles 🌴 Who’s joining us? Downtown Josh Brown Michael Batnick Amber Krier Christina Esfehani

Excited to attend the 2nd annual Canvas Unbound Advisor Summit hosted by our friends at O'Shaughnessy Asset Management and Franklin Templeton and see their commitment to clients in action OSAM Research

Financial advisors are honing in on organic growth strategies. Patrick Hannon, VP of Fidelity Labs, emphasizes the power of strategic partnerships with specialized vendors. These collaborations pave the way for sustained growth and adaptability >> aetech.cc/4blnxUG

New in Action! magazine 💡 Discover key insights financial advisors need regarding the new DOL Retirement Security Rule, including its impact on retirement planning and compliance >> aetech.cc/3A57uwq

How is #AI transforming the financial advisory landscape, enhancing decision-making, personalizing client interactions and automating tasks? CEO & Founder of Helios Quantitative Research Chris Shuba shares his thoughts with Action! magazine. Check it out > aetech.cc/4dxuJxS

🎙️ New #WealthTechToday chatting with Rich Cancro, AdvisorEngine about their evolution from robo-advisor to full wealth platform. We also discussed their roadmap for AI integration and advanced reporting! 🔗wp.me/pdTAz8-5Bn

What actions can your firm take to capture and retain next-gen clients? Watch the full webinar replay for more expert tips from Ned Dane, Tina Powell and Craig Clark >> aetech.cc/4fViVr0

💡 Curious about streamlining advisor workflows? Rich Cancro breaks down AdvisorEngine's approach to connecting planning, account opening, and trading. Great insights for #WealthTech enthusiasts! 🎧 Listen now: wp.me/pdTAz8-5Bn

🚀 Rich Cancro shared how AdvisorEngine is enhancing client engagement through their integrated CRM and client portal. We also touched on the future of AI in wealth management. #WealthTechToday 🔗wp.me/pdTAz8-5Bn

Join us tomorrow for a live demo of the AdvisorEngine wealth platform, learn about our latest enhancements and get a sneak peek at what's coming soon. Register now >> aetech.cc/4e2zWxy

🎙️ New #WealthTechToday with Rich Cancro about AdvisorEngine's journey from robo-advisor to full wealth platform. We discussed their innovative wealth planning tool and deep custodian integrations. 🔗wp.me/pdTAz8-5Bn

Thanks to AdvisorEngine and Nitrogen for hosting me on their recent webinar about data strategy in wealth management. The following are some key insights I shared: #WealthManagement #DataStrategy #RIAGrowth #financialadvisors #data

Early bird registration is OPEN for >drive2025! We can't wait to experience West Palm with our clients and partners Apr 30 – May 02 🌴 Reserve your seats now before they fill up >> aetech.cc/4f3KDR5

Advisors are aware about massive industry shifts being brought by AI, client demographic changes and technology, but many remain unprepared. AdvisorEngine CEO Rich Cancro and Nitrogen CEO Dan Zitting dive into the topic with Action! magazine >> aetech.cc/4eRHSmj