The AdvisorEngine Blog

David Coyle

David Coyle is Senior Vice President and Head of Business Development at AdvisorEngine. He is responsible for all aspects of business development including client relationships and partnership opportunities. David has a unique blend of technology and business knowledge gained from more than 20 years of experience in the financial and wealth management industry. Prior to joining AdvisorEngine, David worked as part of the wealth management team for Interactive Data Corporation—helping financial services and wealth management firms to provide market data, mobile tools and web tools to customers and financial professionals. David also served in business development and sales roles with BlackBerry, Outercurve Technologies and Northstar System, though he began his career as a private client advisor with Merrill Lynch. David holds a Bachelor of Science in Marketing from Messiah College.

Partner perspective: Growing your financial advisory firm with technology

By: David Coyle December 15th, 2021

Growth strategies are always at the forefront of every advisor's mind; you want to ensure a successful future for your firm.

At this year’s Insider’s Forum, tough love for advisor technology

By: David Coyle October 8th, 2021

Do you have someone at your investment advisory firm closely following advisor technology trends?

Are you ready scale your firm?

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The best industry conferences for financial advisors to attend in 2021

By: David Coyle December 8th, 2020

Attending industry conferences allows advisors to network, hear from experts, and explore relevant challenges and opportunities facing today’s financial services industry.

How RIAs use technology to grow and scale

By: David Coyle January 31st, 2020

I’m fortunate to work with highly motivated and passionate independent advisors and their teams.

10 questions to ask before choosing a custodial relationship

By: David Coyle January 21st, 2020

Choosing a custodian relationship is one of, if not THE single most important decision any newly registered investment advisor must make.

Top 4 reasons why the wealth management industry needs to develop its digital capabilities

By: David Coyle January 15th, 2020

Everything nowadays is all about the “experience.” Why should wealth management be any different? It shouldn’t be.