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Integrated Advisors Network Monthly Newsletter: Feb 2020
Bill McGuire
/ Categories: Announcements

Integrated Advisors Network Monthly Newsletter: Feb 2020

Issue 7: Volume 1


Advisor Summit 2020 is Now Open for Registration!

Please click on the link below to view the preliminary agenda, register for the conference, and make your hotel reservation. Feel free to contact Linda Pix directly with any questions.

Thanks to our generous sponsors, hotel room and tax will be provided for two nights.


Upcoming Integrated Alliance Partner 'Spotlight' Conference Calls

February 26:

Hartford Funds believe in human-centric investing: a unique approach that uses research to understand the emotional relationship between advisors, their clients, and their investments, then creates solutions and advisor tools designed to serve those investors and their varying mindsets. Human-centric investing goes beyond performance to strengthen advisor-client relationships by helping investors better realize their true life goals.


March 25:

YCharts is a comprehensive technology platform designed to help you make smarter investment decisions. Over 4,000 professionals leverage YCharts for quality data, powerful visualization, and advanced analytics tools - all at an affordable cost. Accessible from anywhere and any device, YCharts is a resource for idea generation via portfolio modeling and industry-leading stock and mutual fund screeners; analysis through charting, security comparison, and dynamic YCharts Excel Add-In; and staying up to date with customizable email reports, real-time news feeds, and alerts to monitor the markets.  



Check Out Our Newest Addition to the Integrated Alliance Program

iCap Equity

iCap Equity is a Real Estate Investment Firm that offers investors high-yield fixed income funds backed by real estate, and small to mid-sized developers with a reliable source of capital. iCap’s innovative investment structures and technology mitigate the typical risks that real estate investors face by providing predictable income streams, greater liquidity and diversity across many smaller projects.

View the full firm proflie here.


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Palos Verdes Estates, CA 90274

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