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AdvisorEngine is back in Florida for Synergy22 and WealthStack

AdvisorEngine is on the road again!

First up, we’re taking in the sunshine in Orlando, Florida, at TradePMR’s Synergy22 conference, happening at The Ritz-Carlton Orlando from May 25th through the 27th.

We’re proudly sponsoring this event, which features several outdoor activities for attendees, including caddied golf, running groups and guided fishing – I know our Head of Sales, George Tamer, was looking forward to hitting the links.

Also attending Synergy22 are AdvisorEngine CEO Rich Cancro and Kathy Crowley, our senior business development manager. Kathy has a session at Synergy22 to detail how AdvisorEngine CRM is the best of Junxure brought forward. She’s speaking on May 27th, from 10 to 10:30 a.m. Also, we hope you can stop by our kiosk (we’re #5) to learn about our entire wealth management platform.

We’re going to be taking notes in a couple of interesting sessions while attending – we’re curious to hear the insights into the future of financial advisors and tactics from top advisors on how to become a $1 billion RIA firm.

And after that, we’re headed to WealthStack, which is happening from May 31st to June 3rd at The Diplomat Beach Resort in Hollywood, Florida.

WealthStack is shaping up to be a huge event, bringing together luminaries from wealth management, financial thought leaders and even celebrities.

The industry this year hasn’t had an event where you can hear from a Nobel Prize winner and a Super Bowl winner in the same place. But WealthStack’s featured speaker list includes Yale economics professor Robert J. Shiller and ex-New York Giants quarterback Eli Manning.

What makes WealthStack unique this year is that it’s been brought together with the popular InsideETFs conference. So, there are plenty of opportunities to hear about advisor technology trends and learn about up-and-coming investment products.

We’re looking forward to hearing this all-star RIA CEO session to hear these leaders discuss how they have developed their growth strategies. And George will be taking the stage at noon on Day 2 of WealthStack to demonstrate the latest AdvisorEngine innovations.

If you’re attending TradePMR or WealthStack and want to connect with our team or are interested in scheduling a demo of AdvisorEngine’s platform or CRM, you can reach out to them here.

We look forward to seeing you at these conferences. Safe travels!


This blog is sponsored by AdvisorEngine Inc. The information, data and opinions in this commentary are as of the publication date, unless otherwise noted, and subject to change. This material is provided for informational purposes only and should not be considered a recommendation to use AdvisorEngine or deemed to be a specific offer to sell or provide, or a specific invitation to apply for, any financial product, instrument or service that may be mentioned. Information does not constitute a recommendation of any investment strategy, is not intended as investment advice and does not take into account all the circumstances of each investor. Opinions and forecasts discussed are those of the author, do not necessarily reflect the views of AdvisorEngine and are subject to change without notice. AdvisorEngine makes no representations as to the accuracy, completeness and validity of any statements made and will not be liable for any errors, omissions or representations. As a technology company, AdvisorEngine provides access to award-winning tools and will be compensated for providing such access. AdvisorEngine does not provide broker-dealer, custodian, investment advice or related investment services.

Suleman Din

Suleman Din

Suleman Din is AdvisorEngine's Advisor Intelligence Lead. Previously he oversaw technology coverage for American Banker and Financial Planning. At Financial Planning, Din launched ReinventWealth, the first newsletter dedicated to covering the evolution of digital wealth management and helped establish its INVEST conference. Previously, Din was a contributing editor to Knowledge@Wharton, the online business journal of the Wharton School of Business, and reported for the Newark Star-Ledger, where his coverage of the Asian tsunami in 2004 earned him a finalist nod for the Livingston Awards.

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