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Press Releases
17 September 2020

Oppenheimer & Co. Announces Significant Build-Out of Digital Advisor and Client Experience Platform as First Step in New Growth Vision

by INSART

Oppenheimer & Co. Announces Significant Build-Out of Digital Advisor and Client Experience Platform as First Step in New Growth Vision

Oppenheimer is building out a comprehensive digital experience platform for its financial advisors and their clients across the country, in partnership with InvestCloud, a leading global fintech firm.
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Press Releases
17 September 2020

Wealth Enhancement Group Expanding Leadership and Board to Drive Fully Digitized Platform, Accelerating Industry-Leading Advisor Productivity and Client Experiences

by INSART

Wealth Enhancement Group Expanding Leadership and Board to Drive Fully Digitized Platform, Accelerating Industry-Leading Advisor Productivity and Client Experiences

The leadership enhancements will drive additional developments in the firm’s technology platform and operational infrastructure – and position Wealth Enhancement Group to be a major force in the coming wave…
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Press Releases
16 September 2020

Twenty Over Ten’s Lead Pilot Tool Recognized As Top Technology Provider In The WealthManagement.com 2020 Industry Awards

by INSART

Twenty Over Ten’s Lead Pilot Tool Recognized As Top Technology Provider In The WealthManagement.com 2020 Industry Awards

Twenty Over Ten, an industry-leading SaaS company, was selected as a winner of the WealthManagement.com 2020 Industry Awards for its social media leadership.
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Press Releases
15 September 2020

Fixed Income Leaders Launch YieldX, A Revolutionary Investment and Portfolio Management Platform

by INSART

Fixed Income Leaders Launch YieldX, A Revolutionary Investment and Portfolio Management Platform

Fixed income leaders launch YieldX, a new digital, end-to-end platform for fixed income investing. Founded by startup veterans in both the fintech and fixed income space, the platform enables users…
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Press Releases
25 August 2020

Advisor Group Redefines Wealth Management Industry Events With Expansive, Interactive And Entertaining Virtual National Conference

by INSART

Advisor Group Redefines Wealth Management Industry Events With Expansive, Interactive And Entertaining Virtual National Conference

Advisor Group announced the opening of registration for its comprehensively re-imagined annual ConnectED national conference for financial professionals, taking place from October 26 through October 29.
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WealthTech Events
27 August 2020

AdviceTech.LIVE, August 27, 2020

AdviceTech.LIVE brings together the best of advisor-facing technologies and their leaders to share with the financial professional community the vision of where our industry is headed.
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Press Releases
30 June 2020

Samantha Russell Named to 2020 Class of 40 Under 40 by InvestmentNews

by INSART

Samantha Russell Named to 2020 Class of 40 Under 40 by InvestmentNews

Samantha Russell, Chief Marketing & Business Development Officer at Twenty Over Ten, was named to InvestmentNews’ 40 Under 40 list for 2020 for her accomplishments in strengthening the financial advice…
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Press Releases
29 June 2020

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

by INSART

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm…

Orion Advisor Solutions and Brinker Capital announced they will join forces to create a combined technology and TAMP provider enabling independent financial advisors to grow their businesses, serve their clients,…
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Press Releases
25 June 2020

Advisor Group Introduces Fully-Integrated Dashboard and ‘Reg BI-Ready’ Enhancements to Leading Digital Account Management Platform

by INSART

Advisor Group Introduces Fully-Integrated Dashboard and ‘Reg BI-Ready’ Enhancements to Leading Digital Account Management Platform

Advisor Group, the network of independent wealth management firms, today announced the rollout of its new eQuipt Dashboard for financial professionals to facilitate compliance with the SEC’s new RegBI by…
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Press Releases
23 June 2020

Orion Partners with State Street Global Advisors to Expand Investment Program

by INSART

Orion Partners with State Street Global Advisors to Expand Investment Program

Orion Advisor Solutions, the premier provider of financial advisor technology and investment solutions, announces a new offering with State Street Global Advisors (State Street), and the availability of a suite…
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