NEWS & EVENTS
Welcome to Myriad’s News & Resources page, your go-to destination for staying abreast of the latest developments in our dynamic industry sectors. Here, we keep you informed with timely news updates and valuable resources designed to empower you on your journey towards achieving your business objectives.
INSIGHTS FOR BUSINESS OBJECTIVES
Unlock valuable insights that propel you closer to achieving your business objectives. Our resources are designed to provide you with actionable information, strategic perspectives, and thought leadership that can guide your decision-making process. From market trends to best practices, our goal is to empower you with the knowledge needed to thrive in your industry.
At Myriad, we believe that knowledge is a powerful asset. Explore our News & Resources page regularly to ensure you’re well-equipped with the latest information and resources to navigate
UPCOMING EVENTS
Future Proof Festival. September 15th - 18th, Huntington Beach, CA
FiNet Ignite. September 23-25, TX
Stifel Independent Advisors Event. September 25-27, St. Louis, MO
NEWS UPDATES
Explore the latest news from Myriad and the industries we serve. Stay ahead of the curve with insightful articles, press releases, and announcements that provide a comprehensive view of the ever-evolving landscape. Our commitment is to keep you informed, inspired, and ready to tackle the challenges and opportunities in your field.
NAVIGATING CHALLENGES THROUGH COLLABORATIVE EFFORTS
December 2023Suleman Din, from Action! Magazine, engages in a discussion with Danielle White of Myriad Advisor Solutions.
ReadKUDOS FOR MYRIAD AND OUR CEO
December 2023Congratulations to Myriad and its CEO, Danielle White!
ReadMYRIAD SECURES TWO PROMETHEUS AWARD NOMINATIONS!
December 2023Myriad was THRILLED to be nominated for the 2023 Small/Medium Iowa Technology Company of the Year.
Read
NAVIGATING CHALLENGES THROUGH COLLABORATIVE EFFORTS
December 2023Navigating Challenges Through Collaborative Efforts Suleman Din, from Action! Magazine, engages in a discussion with Danielle White of Myriad Advisor Solutions, delving into the current obstacles faced by financial advisory practices. The conversation also explores the intricacies of entrepreneurship and CEO responsibilities. This insightful interview was conducted live at the T3 conference in Ft. Lauderdale, marking the occasion in March 2023. Link to Action! Magazine site.
BUSTING MYTHS ON GOING INDEPENDENT
April 2023
Many people are unsure of the challenging task of going independent. CEO Danielle White talks about how Myriad Advisor Solutions navigates the transition process for financial advisors. Over the course of the last 14 years, Myriad has been able to streamline the transition process, in order to take the stress and pressure off of advisors. In addition, Myriad Advisor Solutions is able to help advisors not only with the transition process but to grow and maintain the business all while enhancing the client experience.
ADVISORPEDIA VIDEO INTERVIEW
May 2023
Advisorpedia asked Myriad’s Danielle White for her thoughts on themes in the FinTech space. In this video interview, Taking on the 800 Pound Gorilla with FinTech, she made some very interesting observations. She mentioned how although the market is saturated, new firms and employees have the advantage as financial advisors are looking for who will best fit their firm. Therefore, this leaves room for major opportunity and the ability to “Take on the 800 pound gorilla”.
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LATEST PROJECTS
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FULL PORTFOLIO
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LATEST WEBINARS
Over the past few years, Myriad has been honored to host engaging virtual events with relevant and informative content for all our clients and partners. Our webinar video library captures the best of those events. It is available to any business owner wanting to grow their knowledge.
Check out our recent webinars below:You can also watch all our webinars by clicking the button below.
ALL WEBINARS
CASH BALANCE PLANS
Charles Rosenberg
ADVISOR LAW LLC
Michelle Atlas-Quinn
THE HEARTBEAT OF HR
Kadee Miller