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Press Releases
8 October 2020

Advisor Group Expands Financial Professionals’ Ability to Create, Customize and Execute Targeted Marketing Campaigns with Enhancements to Acclaimed MyCMO Marketing Platform

by INSART

Advisor Group Expands Financial Professionals’ Ability to Create, Customize and Execute Targeted Marketing Campaigns with Enhancements to Acclaimed MyCMO Marketing…

Advisor Group announced the launch of significant enhancements to MyCMO, a multi-channel digital marketing platform that allows affiliated financial professionals to create, customize and execute targeted marketing campaigns on a…
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Press Releases
5 October 2020

Ameritas Investment Company, LLC Chooses Entreda to Provide Endpoint Cyber Risk and Compliance Software; Completes Roll out to Independent Financial Professionals

by INSART

Ameritas Investment Company, LLC Chooses Entreda to Provide Endpoint Cyber Risk and Compliance Software; Completes Roll out to Independent Financial…

Entreda has finalized an agreement with Ameritas Investment Company, LLC. Entreda will provide its comprehensive suite of cybersecurity solutions to the company’s network of national financial professionals.
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Press Releases
30 September 2020

Half of clients say they don’t read most emails from their financial advisor

by INSART

Half of clients say they don’t read most emails from their financial advisor

Half of clients (52%) don’t open or read the majority of emails from their financial advisor, according to a new survey by Life Stage Insights, a marketing technology company that…
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Press Releases
29 September 2020

Act Analytics Launches “ESG News Analytics” Tool to Monitor ESG Investing Factors and Events

by INSART

Act Analytics Launches “ESG News Analytics” Tool to Monitor ESG Investing Factors and Events

Act Analytics is launching an ESG News Analytics tool to provide advisors with real-time news on their ESG holdings to show they are on top of client portfolios and for…
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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
27 August 2020

Panoramix Releases New Industry Research on RIA Billing Practices During Pandemic

by INSART

Panoramix Releases New Industry Research on RIA Billing Practices During Pandemic

Average billing methodologies smooth out wild revenue swings due to market volatility as RIA revenues were down 10.5% in Q1 2020, but up 13.2% in Q2 2020.
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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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