Category: Business to Business
ROBO Global, an index, advisory and research company, joins the growing list of asset managers on the Oranj custodian-agnostic platform
2020 "Wealthies" competition honors outstanding achievements in the financial services industry
Judges Acknowledge Leading MarTech Firm Third Consecutive Year as Marty Bicknell of Mariner Wealth Advisors praises Snappy Kraken Approach
Liberty One Investment Management joins the growing list of asset managers on the Oranj custodian-agnostic platform
Pacific Funds join the growing list of asset managers on Oranj's custodian-agnostic platform
Value Line Funds join the growing list of asset managers on Oranj's custodian-agnostic platform
Turnkey system offers prepared scripts, ready-made branded landing pages to host video communications from the advisor, and coordinated emails to promote the important messages to clients and prospects
Susan Bradley, George Kinder and Dan Roam are keynote speakers at joint gathering of the ACP and Kinder tribes.
Award-winning software created by financial planners provides comprehensive tax planning tool, announces new "Solve for Max" feature
Stephen Wershing leads team of trained facilitators to provide crisis communications service via virtual client focus groups
Allianz Global Investors joins the growing list of asset managers on Oranj's custodian-agnostic platform
Opportunity to Win Clients Is Greatest During Uncertainty
New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms.
Interest and Adoption Fuel Triple-Digit Growth
New prospecting technology provides introductions with no upfront costs; advisors pay only when prospects become clients
CEO Abraham Okusanya shares new features of the Timeline platform during mainstage presentation
An innovative payment solution integrated with the RightCapital platform helps advisors collect periodic or one-time payments for financial planning service
