The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.
Axxcess Wealth Management, a leading TAMP platform purpose-built for high-net-worth clients and the advisors who serve them, today announced the appointment of Deron T. McCoy, CFA®, CFP®, CAIA®, AIF® as Chief Wealth Officer. This move signals a major step forward in Axxcess' mission to provide personalized strategic insight at scale for advisors navigating today's complex investment landscape.
Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms that serve them, has announced two major growth milestones: surpassing both $5 trillion in assets under administration and $100 billion in wealth management platform assets.