Advicent is partnering with Investopedia
Advicent has partnered with Advisor Insights from Investopedia, a new interactive portal that allows advisors to expand their online presence to over 23 million investors without spending a dime.
Don’t let off-the-shelf software dictate your engagement model. With Advicent APIs, you can deliver custom financial applications to acquire clients, deepen relationships, and improve efficiency.
Technology and the new fiduciary standard
Financial advisors expect to rely more heavily on technology solutions to comply with the new fiduciary rules. But are their current systems up to the task?