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Research and Analysis
13 April 2021

Kingswood U.S.: The Script Has Flipped – Advisors Ask to Offer More Varied Investment Strategies

A network of wealth management firms that oversees more than $2.1 billion in client assets.
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Expert Interviews
26 February 2021

Sheryl O'Connor

CEO and founder of WealthConductor

by INSART

4 Questions With Sheryl O’Connor Of WealthConductor

Sheryl O’Connor is founder and CEO of WealthConductor, which offers the software-as-a-service (SaaS) IncomeConductor that allows advisors to develop customized income plans for their clients, then track and update those…
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Expert Interviews
2 February 2021

Jared Porter

Co-founder of 401GO

by INSART

Jared Porter: About Industry Trends In 2021

We asked Jared Porter from 401GO to share what industry trends he does observe, and what major changes in the today's world may affect the wealth management industry and retirement…
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Research and Analysis
29 September 2020

401GO: Focusing on Saving and Planning Instead of Fear and Angst

Operator of record keeping and administration services intended to offer 401k and other retirement plans.
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Press Releases
23 June 2020

New Proprietary Strategies Aimed At Fight Against Pandemic and Inflation

by INSART

New Proprietary Strategies Aimed At Fight Against Pandemic and Inflation

Orion Advisor Solutions, the premier provider of financial advisor technology and enhanced investment solutions, announces the creation of two market-relevant, thematic stock and direct indexing strategies, U.S. Biotechnology and U.S.…
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Industry Overview
18 June 2020

Can Wealth Integrations Improve Advisors’ Productivity?

by INSART

Can Wealth Integrations Improve Advisors’ Productivity?

Financial advisors are using more and more digital tools for their everyday activities. But if these tools are not integrated into one platform, they don’t really increase advisors’ efficiency. We…
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Industry Overview
21 April 2020

Financial Planning Tools Overview. Part 2

by INSART

Financial Planning Tools Overview. Part 2

The pandemic has caused a global economic recession. As a result, millions of people feel uncertain about their future and need help to handle lifestyle changes and return to normal.…
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Guest Posts
26 September 2019

Embracing Small Client Accounts: Using a Digital Wealth Management Platform to Serve a New Market Segment

by INSART

Embracing Small Client Accounts: Using a Digital Wealth Management Platform to Serve a New Market Segment

In the article, John Tyers, Founder and Managing Partner of Wealth Frameworks LLC, analyzes how advisors can achieve profitable growth and cultivate smaller balance relationships. He talks about growth minded advisors,…
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Research and Analysis
3 September 2019

BNP Paribas Asset Management: Leveraging the Banking Ecosystem with WealthTech Solutions

BNP Paribas Asset Management is the investment management arm of BNP Paribas, one of the world’s major financial institutions.
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Research and Analysis
29 August 2019

Advicent: Financial Planning to Improve Conversation between Advisors and their Clients

The provider of SaaS technology solutions for the financial advice and planning industry in the United States and Canada.
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