Making contributions at the beginning of the year — instead of the end — can have significant financial benefits, especially for clients with a consistent salary and predictable income levels. Here's why.
Oak Associates added large cap growth, small cap growth, and technology strategies to their lineup on the platform and Victoria Capital Management expanded their roster with a growth and income strategy as well as a suite of risk-based, target return strategies.
The benefits of the hub strategy include developing greater capabilities for clients and advisors, accelerating growth, promoting succession planning, and operating at scale. Other units will get similar new names.