The new WisdomTree Advisor Solutions program provides investment research and ETF education; portfolio construction services; ETF Model Portfolios; practice management resources, like access to thought leaders in retirement planning, leadership and behavioral finance; and wealth management technology through AdvisorEngine
AdvisorEngine CEO, Rich Cancro, explains why some RIAs struggle when it comes to developing deep and meaningful client relationships.
CEO Rich Cancro and T3 President Joel Bruckenstein talk about the future of fintech including client expectations, next generation, delivery of personal finance and common mistakes advisors make.
Summary of AdvisorEngine's full suite of wealth management platform components and integrations to compete with the likes of Orion and Black Diamond.
Richard Cancro, AdvisorEngine CEO, and Joel Bruckenstein, "Technology Tools for Today" have a broad-reaching conversation on how advisors are using technology to deepen relationships with clients and how AdvisorEngine is positioned to help solve many of the challenges of running an advisory business.
In an in-depth review of AdvisorEngine's rapidly evolving platform, fintech expert Joel Bruckenstein says, "I’ve looked at quite a few digital advice platforms for advisors over the last several years, and while many of them have some of the components that AdvisorEngine offers, the sum of AdvisorEngine’s parts are unique. This offering deserves more attention than it has received to date."
Apex Clearing appears to be making a move into the independent RIA community by leveraging “robo-advisor-for-advisor” software solutions like AdvisorEngine to reach financial advisors.
Smaller custodians like Trade PMR are offering better tech experiences for advisors to give to clients, including a highly customizable advisor dashboard and integration with AdvisorEngine to deliver a completely white labeled robo solution.
A number of software and platform providers targeting RIAs and advisory firms have announced funding or M&A deals this year, including AdvisorEngine's acquisition of WealthMinder.
AdvisorEngine received the Innovation Award at the TD Ameritrade Institutional1 Tech Summit for its vast expansion of Veo-integrated capabilities, offering advisors an online advice solution to improve the technology experience of traditional offerings or function as a separate “robo-advisor” for select clients.