Picking, choosing or selecting a trustee is a pain in the neck. You have to think about who, when and what. Not for today or next week but way into the future. Ugh! What does a trustee do again? Asking a few right questions can make or break the trustee decision. Read more.
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.