Asset-Map CEO, Adam Holt, and Orion Advisor’s Tech Integrations Product Manager, Jeff Kliewer, dive into how advisors are evolving the ways they conduct business today both with their clients and the technology they're implementing into their practices.
Read MoreJoin us to learn how to maximize your Asset-Map experience by building a strong foundation, leveraging our prospecting tool, and presenting live with your clients.
Read MoreIn March 2020, the Fed announced a second round of rate cuts to the federal interest rate in response to the ongoing COVID-19 crisis.
While this is a bit of good news for anyone shopping around for a loan, it’s less than ideal for savers.
If you have concerns about how this might impact the interest rate on your savings account, you may be interested in looking for a high-yield savings account to offset the current rate cut.
Read MoreOur CEO, Adam Holt, participated in this year’s AdviceTech Conference, which sought to provide advisors with advice on how they can provide advice in a digital world.
Read MoreBanks who want to break into wealth management can't underestimate the importance of personal relationships.
To be successful in wealth management, banks need the ability to seamlessly transition from traditional banking services to financial planning, while also emphasizing the digital client experience.
Read MoreIn episode 49 of Virtual Coffee with Francois, special guest Louis van der Merwe (Director at WealthUp) discusses how he would start a practice in difficult times today, the important role mentors play, the technology they invest in, challenges with today's advice, and what is next for financial planning.
Read MoreThe Fintech Solutions Summit brings together a collaborative group of companies delivering a shared virtual training and user conference. Join our CEO and Founder, H. Adam Holt, CFP, ChFC, among other speakers on Tuesday, June 16th at 11 a.m.
Read MoreJoin Asset-Map CEO, Adam Holt, and Orion Advisor Integrations Product Manager, Jeff Kliewer, Thursday, June 11th at 4:00 p.m., EDT as they dive into how advisors are evolving the ways they conduct business today both with their clients and the technology they're implementing into their practices.
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