Profile picture for user The Wealth Advisor

The Wealth Advisor

Contributor

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 Financial Partners Surpasses $100 Billion in Platform Assets

Dynasty Financial Partners has surpassed $100 billion in platform assets. This milestone is a testament to the quality and character of the 55 independent firms and over 400 advisors that comprise the Dynasty Network. With average assets under management (AUM) per firm of $1.8 billion and average assets per advisor of approximately $250mm, the Dynasty Network represents some of the highest AUM-per-firm and assets-per-advisor ratios in the industry.

Orion Advisor Technology: 5 Tactics to Drive CRM Adoption in Your Office

(Orion) CIO Magazine reports that around one-third of all client relationship management (CRM) projects fail. With a statistic like that, it’s clear that CRM adoption challenges abound. 

Why do so many CRM initiatives reach this sad end? Because dozens of moving parts can contribute to (or detract from) your success.

Before purchasing a new CRM solution, you must consider factors like cybersecurity threats, cost, integration with the rest of your stack, and the logistics that go into managing the actual switch.