With T3 And FSI OneVoice, It’s Conference Time Again!

Plus Deals & Recruiting, Insurtech Gaps, Video Marketing, Commonwealth’s 2024 Market And Economic Outlook, An Annuities Platform Launch, Wealthtech Marketing, Survey Results, Haven Tower Enters Marketing, AI Introduces Assets And CogniCor Teams With Microsoft
Larry Roth, CEO, Wealth Solutions Report
Larry Roth, CEO, Wealth Solutions Report

The lull in conferences over the holidays only lasts a few weeks.  And just like that, it’s time to pack your carry-on and meet friends and colleagues from around the nation at industry events once more.

The new year is off to a running start, as usual, with two of the wealth management industry’s most noteworthy events taking place in January:  This week, the T3 Technology Conference is well underway. And next week, FSI’s OneVoice conference convenes in Orlando.

The process of sorting through which conferences serve your business best can be time-consuming and research-intensive, which is why we launched our Guide To Industry Conferences series last year. These have been well received by you, and we thank you for turning to us as a trusted source. This week, we bring you the first guide for 2024, on leading wealthtech conferences.

We also have our weekly Deals & Recruiting Roundup, our monthly Marcoms Roundtable, the views of CBS Brokerage on insurtech and its service to advisors’ clients, the launch of a video marketing company in the wake of the SEC’s marketing rule, the results of CapIntel and Vivaldi’s survey, a video with Commonwealth on the outlook for 2024, Flourish’s annuities platform launch, AssetLink’s views on technology introducing assets managers and advisors, and CogniCor’s integration with Microsoft’s Azure OpenAI.

In addition, we cover the launch of Haven Mark Partners, a new brand strategy and marketing solutions platform, by Haven Tower Group, one of the wealth management industry’s most well-regarded strategic communications agencies. It seems quite likely that the outsourced CMO leadership that is part of the offerings of Haven Mark Partners will be in strong demand, given the continued high volume of activity across wealth management in general.

Finally, please take a few minutes to complete our survey on the state of advisor technology and you may win a $250 Amazon gift card!

Deals & Recruiting Roundup: This edition covers Constellation Wealth Capital investing in Perigon Wealth Management and Lido Advisors, MAI Capital Management acquiring Traverso Chambers, RedBird’s Arax Investment Partners acquiring Excel Securities & Associates, Osaic’s blockbuster 2023 gains, Atria’s Cadaret Grant recruiting Paragon Financial Group, The AmeriFlex Group onboarding The Platinum Wealth Group, Smarsh surveying RIAs and broker-dealers on compliance gaps, Integrated Partners teaming up with Russ Alan Prince, Dynasty-backed Procyon Partners hiring a Chief Revenue Officer and Oppenheimer appointing a new Head of Public Finance.

Sorting through conferences: Which wealth management conferences should you attend this year? We continue our Guide To Industry Conferences series with a guide to the top wealthtech conferences for 2024, including the T3 Technology Conference, Orion Ascent, WealthStack, the Future Proof Festival and Nitrogen’s Fearless Investing Summit.

Insurance tech gaps: Joslyn Druvenga, SVP of CBS Brokerage, reviews the current gaps in insurance technology to serve advisors’ clients, including incompatible platforms and lack of support for post-sale monitoring. Druvenga concludes with reasons for optimism in 2024 and beyond.

Brand strategy and marketing solutions platform for wealth management enterprises launch: Haven Tower Group announced the launch of its integrated marketing platform, Haven Mark Partners, which will provide solutions that encompass outsourced CMO services, as well as social media, brand strategy, digital marketing and web development. Haven Tower’s Partner and Head of Digital Marketing Strategies, Katherine Paulson, will serve as Haven Mark’s Managing Partner, reporting directly to Joe Kuo, Haven Tower’s Founder and CEO, who provides further comments on this new platform.

AI-based introductions: Devon Drew, CEO of AssetLink, makes the case that advisors need better ways to find skilled asset managers, including recent launches and those with smaller fund amounts, and advanced computing can build those bridges.

Video feature: the “Goldilocks economy”: Commonwealth Financial Network’s SVP, Investment Management and Research, Peter Essele, shares his insights on the 2024 market and economic outlook with me in this sponsored video. Essele sees a “Goldilocks economy” in 2024 and says clients should not fear elections, but instead prepare for “unknown unknowns” through a properly diversified portfolio.

Marcoms for wealthtech: What are the keys to marketing and communications for wealthtech firms? Experts Tina Powell, Partner, Chief of Community of Intention.ly; Katherine Paulson, Partner and Head of Digital Marketing Strategies at Haven Tower Group; and Joe Anthony, President and Co-Owner of Gregory FCA, share their insights in our latest Marcoms Roundtable.

CogniCor teams with Microsoft: CogniCor announced the integration of Microsoft’s Azure OpenAI Service with its digital assistants for advisors, which will be available on the Azure Marketplace. AssetMark, Steward and Shufro will conduct pilot testing. CogniCor CEO and Co-Founder Sindhu Joseph and Matthew Kerner, Corporate Vice President, Microsoft Cloud for Industry at Microsoft, provide comments.

Video marketing for advisors: A newly launched video marketing agency, Vidiance, co-founded by compliance expert Sander Ressler, Managing Partner of Essential Edge and Vice President of Vidiance, and video strategist David Vogel, President of Vidiance, sets its sights on rising video demand after the SEC’s marketing rule for financial advisors opens the door for client testimonials.

Aiming for annuities: Financial solutions provider Flourish announced the launch of a fee-based annuities platform and marketplace for advisors – Flourish Annuities – to take aim at the $350 billion annuities market. The new platform utilizes an outsourced insurance desk to manage licensing issues and provides digital account opening. Flourish CEO Max Lane comments.

Survey reveals investor needs: CapIntel and Vivaldi Group released the results of a survey of advisors and individual investors, identifying obstacles for advisors in serving clients and the needs and patterns of investors, including those without an advisor. The research explores technology as a way to meet the needs identified. CapIntel’s Founder and CEO, James Rockwood, and Co-Founder and Chief Revenue Officer, Rob Crnkovic, provide comments.

Tell us what’s on your mind, and join us on LinkedIn!

Larry Roth
Wealth Solutions Report

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