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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.

Blog Feature

AdvisorEngine  |  Financial Advisor Mistakes  |  Financial Advisors  |  Technology  |  Wealth Management

4 Mistakes I Made as a Financial Advisor

A long time ago (in a galaxy far, far away) I was a financial advisor.  I’m proud of many things that I achieved - but with the benefit of hindsight, I realize that there are some things I could have done differently.  I’ll share with you now the biggest mistakes I made as a financial advisor and how to avoid them. My hope is that this will serve as valuable advice for those in the advisory role and also as a guide for those who are seeking financial advice.

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Blog Feature

AdvisorEngine  |  Financial Advisors  |  Technology  |  Wealth Management

The Best Industry Conferences for Financial Advisors to Attend

Every year, financial advisors have the opportunity to attend a multitude of industry conferences held across the country, and our choices seem to be growing every year. And no matter where your office is located, these conferences are an investment of time and money. If you’re sending multiple members of your staff, which I encourage, you’re looking at a potential impact on your day-to-day business. If those reasons are giving you pause to attend, you’re not alone. Among my friends and colleagues, I am always surprised by how many advisors never go to these events.  The value of these cannot be overstated – the education component, combined with the incredible networking opportunities to talk to other advisors and business owners about their challenges and solutions are truly invaluable.

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