What a crazy week!
From Star Wars Day to Cinco de Mayo, we had a lot to celebrate!
We were also thrilled to learn about all of the exciting personnel moves and acquisitions happening in the industry.
Catch up with all of the interesting articles you may have missed and bust a move before heading into the weekend!
Probably best known as the longtime managing director and publisher of InvestmentNews, Mark Bruno is now the new Managing Director of Wealth Management at Informa. As events take shape post-COVID, this one’s a big deal. Bruno will have a hand in shaping some of the industry’s best conferences (Inside ETFs and Inside Wealthstack) and building a more dynamic future for advisor-centric events.
Look, we’re not biased….okay, that’s a lie. Torie Happe co-hosts the TacoTech podcast along with our CEO, Johnny Sandquist, and she’s the cat’s pajamas. Onramp is building a staff full of incredibly skilled but also kind and authentic people, and while we’re sure the tech platform will be great, it’s more about who you have than how you do it.
Like the Tweet Announcement.
Running ads on Facebook is one of our favorite ways to get your message in front of a new audience. It’s quick, affordable, targeted and simple—well, pretty simple. Here are a few of the common traps you can fall into that end up making advertising more expensive than it needs to be.
Review the Mistakes to Avoid.
Financial planning has been in a slow arms race for the last several years as Envestnet acquired MoneyGuide and Orion bought up Advizr. The InvestCloud acquisition of Advicent (and its NaviPlan software) is another marker on that road. We think NaviPlan has an underrated UI/UX and this move creates a fully unified wealth management platform for InvestCloud.
Does it feel like the M&A news never stops? This one is an exciting move for our friends at RIA in a Box. The Itegra acquisition brings additional cybersecurity expertise to the RIA in a Box team, who are rapidly adding features and depth to their MyRIACompliance solution. As remote work adds complexity for advisor teams, this acquisition looks like it will unify and simplify compliance management.
Get the Details.
Zach McDonald, President & CMO
“Love these guys.”
Johnny Sandquist, Founder & CEO
“This has pretty much all of the elements I like most in songs right now.”
Delaney R, Digital Marketing Specialist
“I recently discovered this band and am so glad I did.”
Keep up with all of our picks of the week over time with the Three Crowns Mixtape on Spotify.
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