As one of the largest integrated RIA platforms, Dynasty sits at the epicenter of the independent RIA movement, matching talented advisors with individuals looking to create better financial futures.
Amplify was nominated for its enhanced Client Dashboard which provides advisors with a more intuitive and streamlined portal for accessing key data across client households, simplifying the assessment of overall portfolio profiles, making notes and comments, and efficiently inspecting account details.
Ever been at a football game when a fall rain begins? What a relief when you check your jacket pocket and the folded cellophane rain poncho is still nestled deep inside. So it is with money management. We can’t just plan for when the financial sun is shining. Instead, we have to plan for when we are really going to need help.
Envestnet Elevate 2025 will bring together leaders from across the wealth management industry to explore the future of financial advice, showcase innovative technology, and provide valuable networking opportunities.
Ensure that the firm’s philosophy resonates with your professional aspirations. Consider factors like independence, product autonomy, professional resources, and payout grid flexibility.
Through this acquisition, SEI will be the first in the industry to provide real-time, automated unified managed household (UMH) capabilities in a cost-effective, fully bundled overlay solution, providing the industry with the ability to look across all account registrations and implement a holistic financial plan to best optimize after-tax returns.
Chris also serves as a trusted advisor and thought partner to the executive leadership team, facilitating effective decision-making and communication while overseeing special projects.
