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AdvisorEngine  |  Digital Advice  |  Financial Advisors  |  Financial Technology  |  Integrations  |  Technology

AdvisorEngine’s Schwab Integration: A conversation with our leadership

AdvisorEngine® announced the completion of the integration with Schwab Advisor Center®. For the first time, RIAs can access Schwab Advisor Center client data as part of AdvisorEngine’s end-to-end technology platform. On May 4th, AdvisorEngine will host a virtual event featuring Schwab’s Senior Vice President and Head of Advisor Technology Solutions, Andrew Salesky, and AdvisorEngine’s CEO, Rich Cancro to discuss industry trends impacting independent advisor technology use, client preferences and fintech development. We hope you will join us for this event.  In the meantime, here’s what AdvisorEngine leadership had to say about this announcement.

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AdvisorEngine  |  Digital Tools  |  Financial Advisors  |  Financial Planners  |  Financial Technology  |  Fintech  |  Junxure  |  Technology  |  Wealth Management

What I'm looking forward to at AdvisorEngine in 2021

A new year is just around the corner, and I’m really excited to talk about our product roadmap, but first, I want to say my thoughts are with everyone who has been impacted by Covid-19. It’s my sincere wish that all of you, your family and friends stay safe and healthy. There’s nothing more important than the well-being of your loved ones.  The incredible news that vaccines are becoming available now makes me even more hopeful we’ll be able to come back together in 2021. I look forward to being in an office with my colleagues again, catching a Broadway show with my family and having a nice dinner surrounded by friends.

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AdvisorEngine  |  Financial Advisors  |  Industry Conferences  |  Junxure CRM  |  Wealth Management

The best industry conferences for financial advisors to attend in 2021

Attending industry conferences allows advisors to network, hear from experts, and explore relevant challenges and opportunities facing today’s financial services industry. Attendees take the knowledge gained from these events and integrate it into their practice to further deliver value to clients. Many of these conferences were interrupted in 2020 by the coronavirus pandemic – shutting down all in-person events after the March outbreak through the end of the year. Planned events were canceled or rescheduled, while most pivoted to a virtual format.

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AdvisorEngine  |  Financial Technology  |  Fintech  |  Wealth Management  |  Wealth Management Technology

Decoding fintech: How to improve your wealth management practice

This year forced us to use existing technology in new ways. An entire subculture has grown around video calls -- which have been around for years -- as they are now essential in our lives. Whether for business calls, webinars, virtual happy hours, or talking to family, the pandemic made us realize the value of staying virtually connected.

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>drive summit  |  AdvisorEngine  |  Digital Tools  |  Financial Advisors  |  Junxure CRM  |  Technology  |  Wealth Management

AdvisorEngine's >drive2020 goes virtual

Things are changing fast in the wealth management industry.  Last week, AdvisorEngine® CEO Rich Cancro shared his perspective on this moment of “hyper change” we all are experiencing. Client and market shifts in motion are now accelerating and advisory businesses must react to the pace of this change. How the industry meets is also evolving. Social distancing demands and health concerns have pushed a number of wealth management events online. That’s why for the first time in eight years, our >drive conference will not be held in-person. Instead, it will be an immersive, virtual experience held October 22-23, 2020. One of the biggest draws to past >drive events has been the opportunity for Junxure® users to gather together - administrative assistants, advisors, CEOs, firm principals and operations leaders alike - to share ideas, knowledge and experiences. With that in mind, we have designed a virtual >drive2020 conference focused on engagement.

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AdvisorEngine  |  Financial Advisors  |  Technology  |  Wealth Management

When hyper change isn’t fast enough in wealth management

At Joel Bruckenstein’s T3 Advisor Conference this past February I communicated to advisors about a scenario we have been calling ‘hyper change.’ The basic premise is that a series of megatrends are spinning together to completely transform the wealth management industry over the next three, five, ten years.

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