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When Susan Theder of Advisor Group first launched MyCMO in 2017, it was the culmination of a clear vision: Creating a user friendly, integrated platform of digital marketing communications tools for independent financial advisors to adopt for the purposes of winning new clients while engaging with existing relationships.

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

For the next feature in this series, we’d like you to meet Lori Hardwick, one of the predominate voices in Fintech today. Her background includes executive roles at Envestnet (Group President), Pershing, a BNY Mellon Company (COO), and Advisor Innovation Labs (Co-Founder). Lori has a consulting business as CEO, WealthTech, for RedRock Strategic Partners and is also on the Strategic Advisory Board for Genstar Capital. She is currently serving on 4 corporate boards in the financial services industry including Cetera Financial Group, Orion, Riskalyze and Vestwell.

Friends, today we have a great new podcast that will help RIAs better capitalize on crypto, we delve into a new data offering for institutional investors and poke a little fun at Janet Yellen for good measure, plus much more. Check it out!

Speaking last weekend on NBC's "Meet the Press," Treasury Secretary Janet Yellen ("J-Yell") downplayed any fears that government spending trillions of dollars will lead to inflation. Whew! Nothing better than hearing the calming re-assurance from the Washington. Move along, nothing to see here.

The role of an advisor has shifted rapidly in recent years. Investors no longer approach them to “beat the market” or to perform the kind of stand-alone asset management that has quickly become commoditized in our industry. Now, our clients need our help to get them to their financial goals.

Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, has partnered with FeeX to clear a path for advisors to efficiently manage and trade held-away accounts.

iComply Investor Services (“iComply”), a global compliance software provider, is announcing that the company has partnered with Thomson Reuters to distribute its iComplyKYC platform through the Thomson Reuters Marketplace.

Joel Bruckenstein, president of Technology Tools for Today (T3), has launched registration for the T3 Advisor and T3 Enterprise conferences. Formerly run as two separate events at different venues at different times of the year, the post-pandemic plan for 2021 is to run the two events back-to-back beginning Monday September 27 and concluding on Friday, October 1, 2021, in Denton, Texas.

After a year in which digital communications took center stage in enabling financial advisors to stay connected with clients and prospects, Advisor Group has announced new internal reporting on the results achieved by users of its MyCMO digital marketing platform.