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.
U.S. Fed Reserve Governor Waller said he met with Treasury Secretary Scott Bessent recently to further discuss his possible nomination as Fed Chair.
Orion CEO Natalie Wolfsen explains how the platform goes beyond features and integrations to focus on what matters most: advisor growth and client outcomes. From AI-powered workflows to CRM-native solutions and an open-architecture philosophy that embraces competition, Wolfsen discusses how Orion is building infrastructure for the future of wealth management—where technology, wealth solutions, and servicing converge to help advisors thrive.