The Wealth Advisor

(Adhesion) In the financial services industry, the quality of service provided by financial advisors is paramount. Clients entrust advisors with their financial futures, and high-quality service is crucial in fostering trust, ensuring client satisfaction, and driving business success. Several strategies can help financial advisors deliver exceptional service to their clients, ranging from personalized financial planning and customized investment strategies to transparent communication and leveraging technology.

FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, today announced a mutual referral agreement with interVal, a leading provider of software that empowers wealth management firms, financial institutions, and accounting firms with automated insights for small and medium-sized businesses (SMBs) across North America.

Franklin Templeton announces the availability of a broad range of equity separately managed account (SMA) models on wealthtech solutions provider Orion’s platforms. The arrangement will provide enhanced access to Franklin Templeton’s diversified SMA product suite, across its specialist investment managers, by advisors who utilize those investment models in managing their investors’ accounts on the Orion Communities and Orion Portfolio Solutions (OPS) platforms.