Leigh Eichel and Ayal Bahary at Alpha Vee recently provided a live overview of their investment models and what makes them not only special but essential parts of an alert advisor's solution set. The video wasn't listed but if you don't know them yet, now's your chance to get a look behind the scenes.
"Our focus at Orion is to simplify complexity so advisors can stay centered on the people they serve. This collaboration reflects our shared commitment to personalization, better workflows, and meaningful client outcomes."
Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a strategic relationship with LPL Financial.