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."
We know how much choice matters to independent RIAs. Therefore we seek to deliver model portfolios across a range of categories, objectives, risk profiles, vehicles, tax status, minimums and fees.
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.
