Focus Partners Advisor Solutions blends systematic investing, tax-aware execution, and personalized planning support to help RIAs scale intelligently. Kevin Grogan, CIO of Systemic Strategies for Focus Partners, explains how the firm equips advisors for complexity—without sacrificing simplicity, flexibility, or expertise.
Envestnet’s Brooks Friederich explains how blending active and passive strategies—guided by deep research and ongoing due diligence—can help advisors scale effectively, manage risk, and deliver customized solutions that support client goals across wealth tiers.
"Sue is a proven transformational leader who understands how to align people strategies with a growth-oriented culture," said Chris Todd, Chief Executive Officer of Envestnet. "As we continue to evolve our business and invest in our future, Sue's track record of fostering employee engagement, operational excellence, and cultural cohesion will help us scale with purpose. I am thrilled to welcome her to Envestnet's executive leadership team."
The new headquarters, with space for over 300 people, will bring more of Dynasty’s core team together in one location and position the firm for long-term growth. With a custom trading floor, a content studio, a training and meeting center, and the rooftop venue for special events, the new space will reflect how the firm works and collaborates. Additional amenities will include a team lounge, private dining area, and apartments for visiting partners.
Liquidating assets can trigger unwanted capital gains taxes or force clients to sell at less-than-ideal times. That’s where a securities-backed line of credit (SBLOC) comes in . . . and why it’s worth your attention.
Estate planning is often associated with extreme wealth, but it’s essential for clients at every level. It ensures assets are transferred with clarity and care, reduces confusion, avoids delays and protects families during difficult times. Here are eight essentials of an effective estate plan and why they matter for everyday families just as much as millionaires.
The United States national debt stands at a cool $36 Trillion dollars¹. A truly staggering number for most folks to comprehend. But this isn’t the first time we’ve gawked at such a gaudy number. As a Time article from 1972 shows, we’ve been having this chat for decades.
