Archive for June 2016

Advisors Excel announces partnership with Sawtooth Solutions

Topeka, Kansas, April 6, 2016 — Leading insurance marketing organization Advisors Excel has partnered with Sawtooth Solutions, a technology-focused company concentrating on wealth management platforms, to help support the launch of Advisors Excel’s newest division, AE Wealth Management, an SEC registered investment adviser firm. One of the fastest growing insurance marketing organizations in history, Advisors Excel…

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Advisors Excel and Orion Advisor Services team up to provide comprehensive platform

Topeka, Kansas, July 5, 2016 — Advisors Excel, a national firm providing a wide spectrum of services and support to independent financial professionals, has formed a partnership with Orion Advisor Services, LLC (“Orion”), a premier portfolio accounting service provider for financial advisors, to help support Advisors Excel’s AE Wealth Management, an SEC registered investment adviser firm.…

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