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.
Members Trust Company (MTC) redefines advisor partnerships with a “yes-first” approach to trust services. Led by CEO Ken Lako, MTC offers flexible account minimums starting at $500,000, direct access to leadership, and specialized solutions including special needs trusts. Backed by 46 nonprofit credit unions, the firm prioritizes long-term relationships over transactions, competitive pricing over margins, and experience over rigid products. MTC helps advisors navigate the great wealth transfer while protecting client relationships through death, disability, and divorce.
SpaceX (SPAX.PVT) remains private, yet institutional positioning suggests markets are already underwriting its eventual public debut.