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.
Dynasty affiliate TritonPoint Wealth has announced the launch of TritonPoint Partners, a firm focused on building a culture of ownership supporting independent advisory teams. Led by Harold Hughes as CEO, TritonPoint Partners provides a scalable, advisor-centric model designed to help firms maximize business value, optimize cash flow, and grow long-term equity while delivering clearly defined ownership and true independence.
Financial advisors today face a challenge: how to balance secure, long-term solutions with the need to stay competitive. Annuities and insurance have long been staples of wealth management, but for too long, these items have been stuck in the financial planning shadows; they’ve been treated as extras instead of essentials.
SS&C’s Black Diamond® Wealth Platform is changing that by fully integrating annuities and insurance, ensuring they’re as accessible and transparent as any other investment.
Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, has announced numerous platform-wide enhancements to aid financial advisors in serving high- and ultra-high-net-worth (HNW/UHNW) clients and multi-family offices.