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

Integrated Advisors Network Monthly Newsletter: July 2020

Issue 12: Volume 1

What's New?

Advisor Summit 2020 Registration Now Open

We have opened registration for the Advisor Summit 2020, scheduled on September 16-17, for virtual (Live Streaming) or physical attendance (at Dallas Hilton Park Cities).

Your safety is our number one concern and we are continuing to work closely with the hotel to monitor the environment for all ‘physical’ attendees.  

More details will be provided as the date approaches. However, we encourage everyone to register so we can get a better idea of the desired choice of attendance and plan accordingly.

What’s New: Partner ‘Spotlight’ Zoom Calls

Listen to the June 24 Trinlogix Replay.

If you didn’t make it to our recent Zoom call with Ted Toso of Trinlogix, you can view and listen to the replay.

Trinlogix financial planning tools transform complex financial data into simple, easy-to-read, real-time interactive 3D views that enable advisors to provide a better, clearer client experience through the visualization of data. Best of all, this service is complimentary to all advisors in the network. We strongly encourage you leverage this partner alliance relationship to help grow your firm.  For more info, toso@trinlogix.com and https://www.trinlogix.com

Upcoming Partner ‘Spotlight’ Zoom Calls

*Harford Funds will send a thank you gift to all attendees.
Keep an eye out for more Partner ‘Spotlight’ Zoom Call special offers in the upcoming calendar invites

 

Integrated In the News

NEW YORK, June 30, 2020 /PRNewswire/ -- StoneCastle Cash Management, LLC ("StoneCastle"), today announced a partnership with Integrated Advisors Network ("Integrated"), a leading partnership of independent, fiduciary wealth management firms, to make available its FICA® For Advisors insured cash solution to all Integrated RIA/wealth management firms. Each of the Integrated firms now has access to high levels of deposit insurance coverage for all of their clients through a cash solution once only available to institutional investors.

Read the full press release from StoneCastle here

 

Did You Know?

Integrated Advisors Network will be celebrating our 5 year anniversary on July 15!

We would like to thank all of the network members for trusting us to support your independent practices.
In addition to the 33 nationwide advisory practices, 60 registered advisors and over $1.7 Billion in AUM (as of June 30, 2020), we are proud of recent industry recognition and network accomplshments, including:

  • Named to 2019 Financial Times 300 Top Registered Investment Advisers
  • Named to 2019 RIA Channel Top 100 Wealth Managers List- Top 100
  • Launch our Advisor Portal, Integrated Alliance Program and 'new' Integrated Exchange

We thank all of our advisors teams and business partners for helping up achieve this milestone.

 

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