XYPN LIVE - The Home of AdviceTech Innovation
XY Planning Network
APRIL 29, 2024
Today we’re excited to recognize the impact XYPN LIVE’s AdviceTech (né FinTech) Competition has had in shaping the face of financial planning.
XY Planning Network
APRIL 29, 2024
Today we’re excited to recognize the impact XYPN LIVE’s AdviceTech (né FinTech) Competition has had in shaping the face of financial planning.
Wealth Management
OCTOBER 1, 2022
Despite delays and glitches, the third-annual AdviceTech.Live was well-balanced between new tech demos and lively panels, raised $32,000 for financial planning-related organizations, and demonstrated that virtual-only advisor conferences—born out of the pandemic—should be here to stay, our technology columnist says.
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Nerd's Eye View
SEPTEMBER 5, 2022
FutureProof and XYPN LIVE announce the finalists for their FinTechX Demo and AdvisorTech Expos to highlight new advisor technology innovation. Orion (re-)partners with Apex Clearing with an integrated financial-planning-and-digital-account-opening experience for younger clients with smaller accounts.
FMG
JUNE 20, 2023
Sarah Newcomb and Susan Bradley on Creating Purposeful Lives Through Personalized Financial Planning via Three Crowns Marketing Personalization is key, and that goes for your financial planning and marketing, as well. Well, struggle no more.
FMG
MARCH 28, 2023
How One Firm is Testing a New Social Platform to Land New Clients via Financial Planning Northwestern Mutual recently launched a quiz on Pinterest aimed at engaging with millennial women and promoting financial literacy. Well, struggle no more.
eMoney Advisor
APRIL 6, 2023
These professionals look to a well-designed financial planning tech stack to free up as much time as possible to spend with clients. If you’re thinking of starting your own financial planning practice as a solopreneur, you’ve come to the right place. Look for the level of flexibility you desire.
FMG
APRIL 25, 2023
It’s a crucial time in the financial industry, and they break down how you can capitalize to get the most out of your marketing. Book a Demo to Find Out More The post Trending This Tuesday – April 25, 2023 appeared first on FMG Suite. Listen here. Well, struggle no more.
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