By integrating tax-efficient strategies like tax-loss harvesting into your practice, you can provide proactive value, differentiate your services, and strengthen client relationships.
“This transaction provides Mariner with the opportunity to partner with a scalable, sophisticated and entrepreneurial RIA deeply rooted in client service,” said Harris Baltch, Head of Dynasty Investment Bank.
Making contributions at the beginning of the year — instead of the end — can have significant financial benefits, especially for clients with a consistent salary and predictable income levels. Here's why.
Oak Associates added large cap growth, small cap growth, and technology strategies to their lineup on the platform and Victoria Capital Management expanded their roster with a growth and income strategy as well as a suite of risk-based, target return strategies.
The benefits of the hub strategy include developing greater capabilities for clients and advisors, accelerating growth, promoting succession planning, and operating at scale. Other units will get similar new names.
Predictions make for great headlines, but they don’t always come to fruition. In this video, we reflect on how some of the big market predictions for 2024 worked out and talk about the importance of unemotional investing for your clients and even your own practice.
“Integrating Summit Wealth Systems into the Orion ecosystem is set to be a game-changer for driving advisor success,” Reed said. “The upcoming integration of Summit with Orion’s connected end-to-end wealthtech platform technology will bring tremendous value to financial advisors and the investors they serve."
