Plan sponsors that focus on health and wealth are often more likely to implement other benefits that they would not have been considered before, including life insurance, supplemental health benefits, and executive and retiree medical and retirement benefits, Caldwell added.
The firm's newly launched Enhanced Wealth Management service offering sits at the center of this vision, giving advisors access to tax-efficient direct indexing, personalized harvesting strategies, and long/short overlays—all delivered within a unified UMA framework. With McCoy's guidance, Axxcess is advancing a platform that delivers personalized investing with institutional depth—without the operational drag.
Fueled by advisor-driven growth, Orion has seen an over 15% year-over-year increase in technology accounts for three consecutive years. Today, the firm supports more than 7.5 million technology accounts, 326,000 wealth management accounts, and 25,000 firms.