Fintech expert, Michael Kitces gives a nod to Apex Clearing as the most impressive development of 2017 for its strategy of working with AdvisorEngine and others to bring tech-savvy RIA custodian solutions to market.
AdvisorEngine was proud to sponsor the InvestmentNews Game Day interviews during the 2017 Schwab IMPACT conference. This special report provides a run down of the video conversations with top executives in the industry.
AdvisorEngine's Rich Cancro discusses how an elegant technology platform can help an adviser to stand out to clients, prospects, and future employees.
The new WisdomTree Advisor Solutions program provides investment research and ETF education; portfolio construction services; ETF Model Portfolios; practice management resources, like access to thought leaders in retirement planning, leadership and behavioral finance; and wealth management technology through AdvisorEngine
AdvisorEngine CEO, Rich Cancro, explains why some RIAs struggle when it comes to developing deep and meaningful client relationships.
CEO Rich Cancro and T3 President Joel Bruckenstein talk about the future of fintech including client expectations, next generation, delivery of personal finance and common mistakes advisors make.
Summary of AdvisorEngine's full suite of wealth management platform components and integrations to compete with the likes of Orion and Black Diamond.
Richard Cancro, AdvisorEngine CEO, and Joel Bruckenstein, "Technology Tools for Today" have a broad-reaching conversation on how advisors are using technology to deepen relationships with clients and how AdvisorEngine is positioned to help solve many of the challenges of running an advisory business.
In an in-depth review of AdvisorEngine's rapidly evolving platform, fintech expert Joel Bruckenstein says, "I’ve looked at quite a few digital advice platforms for advisors over the last several years, and while many of them have some of the components that AdvisorEngine offers, the sum of AdvisorEngine’s parts are unique. This offering deserves more attention than it has received to date."
Apex Clearing appears to be making a move into the independent RIA community by leveraging “robo-advisor-for-advisor” software solutions like AdvisorEngine to reach financial advisors.