Amplify Hires Chief Growth Officer
Amplify Technology, a wealth management platform, has appointed Vickie Lewin as its chief growth officer. Lewin brings 23 years of experience from AssetMark, where she most recently served as senior vice president and chief client success officer.
Originally spun off from Ashton Thomas Private Wealth (and led by Ashton Thomas founder Aaron Brodt), Amplify is a cloud-based platform offering back-office support and third-party manager access to RIAs.
A Move that Seems Almost Logical
Dynamic Advisor Solutions: What's Up With The Magnificent 7?
(Dynamic Advisor Solutions) The market continues its great run this year with the S&P 500 Index actually breaking 5,500 for the first time ever. We had several big data releases recently with some surprises. Some good, some bad, but ultimately, signs continue to point toward interest rate cuts in 2024. Let’s review some of the latest numbers:
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Buckingham's Next Webinar: The Future of Financial Planning
Although the portfolio is undoubtedly a key piece of your clients’ overall financial plans, it doesn’t reside in isolation. Our philosophy and priority on planning is a key differentiator in a comprehensive and integrated approach to helping your clients reach their retirement and legacy goals.