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7 June 2019

ConferenceAdit Launches Expanded Mobile-Based Continuing Education Conference Platform For Retail Wealth Management Space

by INSART

ConferenceAdit Launches Expanded Mobile-Based Continuing Education Conference Platform For Retail Wealth Management Space

ConferenceAdit announced the expansion of its turnkey suite of services to deliver mobile-based continuing education solutions for attendees of conferences organized by independent broker-dealers, custodians and industry associations.
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4 June 2019

Advisor Group Commences Annual Wealth Management Symposium with Launch of eQuipt for Financial Planning System

by INSART

Advisor Group Commences Annual Wealth Management Symposium with Launch of eQuipt for Financial Planning System

Advisor Group completed its 4th annual Wealth Management Symposium in Las Vegas, Nevada. At the event, Advisor Group announced the launch of its new eQuipt for Financial Planning (“eQuipt FP”)…
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17 May 2019

Ladenburg Concludes 2nd Annual Innovation Symposium in San Francisco

by INSART

Ladenburg Concludes 2nd Annual Innovation Symposium in San Francisco

Invitation-only event brings together Entrepreneurs, FinTech Leaders and Ladenburg Financial Advisors to explore technologies with the potential to define the future of Financial Advice. Event features roll-out of tax-automation solution…
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Press Releases
14 May 2019

Chalice Financial Network Partners with Riskalyze, WeWork and NRS to Expand Services for Independent Advisors

by INSART

Chalice Financial Network Partners with Riskalyze, WeWork and NRS to Expand Services for Independent Advisors

Chalice Financial Network partners with Riskalyze, WeWork and NRS to expand services for independent advisors. CFN Members gain access to discounts on full suite of Riskalyze Services, encompassing Autopilot Trading,…
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Press Releases
6 May 2019

Jemstep Launches Digital Advice Platform on Salesforce AppExchange

by INSART

Jemstep Launches Digital Advice Platform on Salesforce AppExchange

Jemstep, a leading digital advice solutions provider, today announced the launch of the Jemstep Advisor Pro App on Salesforce AppExchange, the world’s leading enterprise cloud marketplace.
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Press Releases
25 April 2019

Docupace Announces Collaboration with Direct Mutual Fund Platform FundKeeper

by INSART

Docupace Announces Collaboration with Direct Mutual Fund Platform FundKeeper

Docupace announced the integration of the Docupace platform with FundKeeper to enable advisors and back office staff who use the Docupace Platform to open and maintain mutual fund accounts from…
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25 April 2019

Paul Martin Joins Facet Wealth as Tech Lead

by INSART

Paul Martin Joins Facet Wealth as Tech Lead

Facet Wealth welcomes Paul Martin as the firm’s new chief technology officer, guiding the evolution of Facet’s groundbreaking tech platform that enables its team of planners to deliver affordable and comprehensive financial…
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Press Releases
11 April 2019

NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team

by INSART

NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team

NorthStar Financial Services Group, LLC, the parent company of Orion Advisor Services, FTJ FundChoice, LLC, CLS Investments, LLC, and Constellation Trust Company, announced today that it will be renamed Orion Advisor Solutions and unify…
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Press Releases
24 January 2019

Chalice Financial Network Launches To Revolutionize Independent Financial Advisor Space With National Membership Association Model

by INSART

Chalice Financial Network Launches To Revolutionize Independent Financial Advisor Space With National Membership Association Model

Chalice Financial Network™ announced its launch today. The organization is delivering to its members a digital marketplace and shared services via the Chalice Advisor Exchange™ (CAEx), together with a guaranteed…
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Press Releases
7 December 2018

Folio Financial Redefines Digital Investing with Launch of Digital Wealth Platform for Financial Institutions and Advisors

by INSART

Folio Financial Redefines Digital Investing with Launch of Digital Wealth Platform for Financial Institutions and Advisors

Folio Financial announced the launch of their latest innovation, the Digital Wealth Platform, a completely digital, automated investment advice solution that combines the strength of goal-based financial planning and custom-tailored portfolio…
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