Absolute Capital’s W.I.N. platform enables advisors to manage workplace retirement accounts before rollover—turning off-limits assets into growth opportunities. With compliant integration, direct fee billing, and access to thousands of securities beyond limited plan menus, advisors can serve younger professionals, strengthen client relationships, and capture a $4 trillion market where 99% of accounts lack advisor management. No competing advisors to displace, faster sales cycles, and seamless integration with existing practice models.
Newcomer Convexitas added an options strategy. John Hancock Investment Management, Nuveen Asset Management, and ZEGA Investments also expanded their current offerings to respectively include all cap core, small cap core, international value ADR, and a tactical ETF options strategies.
"Since we began generating this data, Insights related to IRA contributions and underperforming products have consistently ranked among the most utilized—highlighting ongoing advisor focus on retirement planning and identifying underperforming holdings within client portfolios."
"We're building more than portfolios," said Persson. "We're building frameworks that let advisors move their businesses upstream, without sacrificing control, precision, or tax outcomes. By combining traditional, alternative, and direct indexing with long-short capabilities and coordinated income-offset strategies, we're helping investors do more than grow—we're helping them keep more."
Firms across financial services are facing the convergence of strategic, economic, and technological trends—creating mounting pressure to reduce operational costs and improve margins, while scaling, transforming, and adapting to evolving client expectations. Here are 5 key considerations.
Dynasty will utilize the new credit facility to ramp up its development of proprietary services, helping advisors gain their independence while supporting them with tools to better grow their businesses and take better care of their clients.
CacheTech Advisor Solutions’ all-in-one TAMP eliminates operational friction with integrated CRM, automated tax-loss harvesting, cloud-driven rebalancing, and institutional-grade investment management. Features custom portfolio creation, compliance-ready reporting, transparent decision-making support, and consistent pricing regardless of customization—all designed by advisors to preserve RIA independence while streamlining growth.
