Advisor360°

Our LinkedIn newsletter for September is out now! Read insights from Mike Betz, CFP?, Jason Inglis, Jesse Lewis, and Lenny Vernovsky, PMP on how to choose the right WealthTech provider for you: https://lnkd.in/gMPvWm6w #FinTech #WealthManagement #Technology #LinkedInNewsletter

In case you missed it, our latest LinkedIn newsletter featuring contributors from Advisor360°, Sowell Management, and 11thEstate is live! Make sure to give it a read and let us know your thoughts in the comments below: https://lnkd.in/gMPvWm6w #FinTech #WealthManagement #Technology #LinkedInNewsletter

In his blog post, Jesse Lewis explains why he joined Advisor360°. Spoiler alert: Part of his goal is to help firms “harness their agility and unlock growth.” Read his blog for the full story, plus smart advice and insights to help advisors and their firms gain a competitive edge: https://lnkd.in/e2i3UBdS #MyStory #FinTech #WealthManagement #Technology

The majority of advisors surveyed in our 2024 Connected Wealth Report said “bad data” is the primary obstacle they face day-to-day. Advisor360°’s platform works to solve this data dilemma across the industry and increase advisor productivity. Learn more in our video below: #FinTech #WealthManagement #Data

Thank you Financial Planning for featuring our president Darren Tedesco! Read Darren’s byline on one of the biggest questions advisory firms face today: https://lnkd.in/gsRnPRi8 #FinTech #WealthManagement #Technology

In their latest blog, Advisor360°'s Eric Esfahanian and Lenny Vernovsky, PMP discuss key tech adoption trends in wealth management. Read more here: https://lnkd.in/gyzJaBay #FinTech #WealthManagement #Technology

Stay ahead of the curve with insights, trends, and strategies for the wealth management industry! The next edition of our LinkedIn newsletter releases soon. Have you subscribed? https://lnkd.in/e67UGgwF #FinTech #WealthManagement #Technology #LinkedInNewsletter

When an advisory firm buys a technology provider, the most common missteps are around human, not financial, capital. Will the massive investment be worthwhile after the founders inevitably exit? The challenges of retaining startup talent post-acquisition are often underestimated. Darren Tedesco, president of Advisor360°, has seen firsthand that some talent will head directly to competing firms — it’s one of the risks of solving tech problems via acquisition. But there are other paths to an optimized tech stack. #RIAs #advisortech #wealthtech #CTO

Want to build a more trusting and collaborative relationship with your clients? Check out our client portal solution in the video below to learn how: #FinTech #WealthManagement #Technology