Portfolio Management purple - icon

View Our Brand Assets

Access a suite of logos, fonts and media resources for the AdvisorEngine Brand. If you can’t find what you need, please contact us.

View Assets
  • Recent Action! Articles

  • Financial Planning Blog

    AdvisorEngine Learning Center

    Get insights, strategies and research from the AdvisorEngine team to create a better client experience for your clients and drive growth for your firm.

    Ned Dane

    Ned is an experienced leader with an extensive background in asset management, wealth management, high-net-worth solutions, sustainable investing, financial technology and institutional retirement. As chief growth officer, he develops and implements AdvisorEngine’s overall growth strategy in alignment with the organization's goals and objectives. Ned collaborates with our cross-functional teams to create and execute effective marketing, sales and product strategies. Over the last 30+ years, Ned has built businesses, led high-performing teams and developed innovative solutions to meet the needs of high-net-worth investors. He is an accomplished public speaker and industry expert on high net worth, multi-generational wealth, generational insights and sustainable investing. Prior to joining AdvisorEngine, Ned was chief strategy officer at Aidentified. His career comprises senior roles at OppenheimerFunds, Merrill Lynch, AXA Advisors and Putnam Investments. Ned also serves on the boards of several philanthropic and cultural organizations, including The University of New Hampshire Foundation, The Frick Museum in Pittsburgh and The Helen C. Frick Foundation.

    Blog Feature

    AdvisorEngine  |  Financial Advisors

    Fintech for RIAs: Elevating Client Experience

    Nowadays, RIA clients expect to use technology when working with financial advisors. Having a superior digital experience is a significant differentiator for firms.

    Read More