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Integrated Advisors Network Monthly Newsletter: April 2020
Linda Pix
/ Categories: Announcements

Integrated Advisors Network Monthly Newsletter: April 2020

Issue 9: Volume 1

What's New?

Advisor Summit 2020 and Firm Update

We have tentatively rescheduled the Advisor Summit to September 16-18, 2020.

More details will follow as we continue to monitor the COVID-19 pandemic with everyone’s safety in mind.

We would like to reiterate what you have already heard from a number of our Alliance partners concerning the current environment.  Integrated is an experienced remote workplace firm.  Our leadership and support staff are all geographically dispersed and do not rely on the infrastructure of a physical office environment to deliver our services to our independent advisor practices.   We are users of the same technologies that we deliver to you to execute your business and are pleased with our partners' response to this crisis and their implementation of their Business Continuity Plans. 

In addition, our service teams and relationship managers with our custodian partners have been business as usual, even with their transitions to remote work locations for a lot of their staff.  We will continue to monitor system performance, as well as communication from our partners and relay any important information via the Insight section of our website. 


Updated ‘Insights’ Section on Website

As we experience volatility in the market, we are committed to keeping you up to date with the latest news and valuable resources. Our Alliance Partners continue to share thought leadership commentary and guidance. We will continue to make you aware of webinars, podcasts, conference calls and recorded replays well as white papers and website articles and encourage you to check back and view the website daily. The new section is schedule to be updated on Monday, April 6. We hope you find informative and useful.  

Of special note is from Bob Veres’ e-newsletter are ‘Letters of Support’ that shares some of the thoughts, insights and prayers that he’s received from other advisors.  The idea is that we can pool our best thinking, and best words, and everybody’s client communications might improve.


Alliance Partner “Spotlight’ Special Offer

Instead of our scheduled Spotlight Call scheduled for March, YCharts decided offering free "work from home" access for Integrated Advisors Network firms for the next month. If you are already a client, YCharts can set up your colleagues in the same group for easy work from home collaboration for you and your team at no cost.

Do you need access to the markets and client communication reports while working from home and may be without tools to do so right now? 

Fill out this form for full YCharts Professional access.

If you aren't yet familiar, YCharts is a modern, user-friendly platform for security research, portfolio construction, idea generation, and market monitoring, YCharts enables vast time savings and serves as an affordable alternative to terminal-based tools. You can learn more about YCharts in their alliance program profile.


Recent Additions to the Integrated Alliance Program


The RIA Match Platform offers low cost self-service solutions for succession planning and growth. The platform matches financial advisors with other financial advisors who want to buy, sell, merge or join practices. The advisors and RIAs can search for free and pay to connect anonymously and securely.

Learn more in their profile.



ReminderMedia is relationship-focused marketing system that enables you to connect with your clients during one of the greatest opportunities in our lifetime to increase your market share AUM while your competition is frozen and wondering what to do. Start Healthy and American Lifestyle magazines not only show your clients you care about their overall well-being, but also puts you in a valuable position: on their coffee tables and credenzas to capture those high net worth referrals. Now, more than ever, is the time to connect to both halves of the household, the next generation, and to leverage your top client relationships.

Learn more in their profile.

View the entire magazine here

Request a PDF sample to see how beautiful this marketing really is.


FA Match is the industry’s only data-driven solution for advisor recruiting. A digital-hybrid recruiting platform, FA Match works alongside financial services firms looking to build a team of advisors in alignment with their philosophy and client needs. We’ve combined our powerful Advisor Match™ Technology with personal, human connection to create a better, more meaningful recruitment experience. 

Learn more in their profile.


New Advisor Announcements

We are thrilled to welcome Brenda Cox of Nspire Wealth, based in Denver, CO, as the newest firm to join Integrated Advisors Network. To learn more, read the announcement update.


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