Amplify is setting a bold mission for 2024: making firms future-ready by optimizing processes to drive value. William Cerynik, Amplify’s Director of PR and Communications, explains why this initiative is crucial for both acquirers and acquirees, aiming to streamline operations, and enhance tech and procedural efficiencies.
Pacer Financial’s exclusive partnership with Save introduces a cash management platform that links FDIC-insured savings accounts to ETF performance. The solution seeks to address three persistent challenges: generating returns in a declining-rate environment, maintaining daily liquidity, and creating compensation for advisors managing client cash. Sean O’Hara explains how the platform works, why the timing matters, and how advisors can use the accounts to uncover held-away assets.
High-net-worth clients want tax-focused advice, but many advisors struggle to demonstrate measurable value. Envestnet’s tax overlay service aims to bridge the gap with automated strategies that seek to eliminate short-term gains, calibrate loss harvesting to individual circumstances, and provide transparent reporting. Erik Preus, Group Head of Investment Solutions at Envestnet, explains how the platform can help advisors scale tax management while maintaining the personalization wealthy clients demand.