Amplify’s growth in 2024 was fueled by the addition of several industry veterans to its team. The roster of leaders represent decades of collective expertise, each poised to accelerate the company’s trajectory.
As advisory firms struggle to scale custom portfolio solutions and alternative investments, GeoWealth is carving out a unique position in the TAMP space. With new partnerships with BlackRock and Goldman Sachs, plus the rollout of alternatives in UMAs, the platform is helping advisors serve both mass affluent and high-net-worth clients without sacrificing efficiency or control.
Dynamic Advisor Solutions offers a robust support system for independent financial advisors, handling administrative burdens and delivering accessible, institutional-quality investment management. CIO Kostya Etus explains how their comprehensive services empower advisors to focus on clients and grow their businesses confidently.
While many financial advisors dream of independence, they often fear losing the infrastructure and support of larger institutions. Dynamic Advisor Solutions has cracked this code by offering advisors true autonomy while providing comprehensive technology, compliance, and operational support.
Timing is crucial when considering the M&A landscape for RIAs. Accurately valuing your RIA business is essential for a successful sale. And If a successor is not in place, selling to an Enterprise RIA with a Succession/Buy Sell Plan can be a timely option.
Two major themes dominated the landscape for both enterprise advisors and registered investment advisors: enhancing portfolio outcomes for clients by addressing underperforming products and leveraging tax strategies like tax-loss harvesting.
Our clients seek to do two seemingly incompatible things: they want to offer exceptionally high levels of personalization and tax optimization, but they want to protect their client-facing advisors from having to spend time rebalancing and trading portfolios.
