How do we return the human advisor to a high-tech operating environment and not simply replace us all with robot systems? We believe we’ve found the answer. Let's look at how UX is putting the "I" back in RIA by training the robots to learn from YOU instead of the other way around.
SMArtX was recognized for its dynamic model marketplace innovation, which features a comparison tool to assist in finding overlap between an existing portfolio and a third-party investment strategy, as well as its rebalancing systems.
“I’m enthusiastic about Natalie joining Orion. Natalie shares our vision for empowering financial advisors so they can serve their clients more effectively,” said Eric Clarke. “She has my full support and I’m committed to managing a smooth transition for our clients and team members."
Mr. Marsh co-founded and ran Richardson Wealth, a top independent wealth firm in Canada. Under his leadership, Richardson Wealth expanded to more than 160 teams managing more than $30 billion before going public in 2020.
When they launched Strategic Solutions in 1998, the financial planning industry was in the earliest stages of shifting away from traditional wirehouses and commission-based products toward a more independent approach. A generation later, they continue to give advisors the portfolio management solutions we all need.
We've been helping other advisors help their clients achieve financial independence for years. We're here to walk you through the entire process and help you begin offering personal financial planning services to your clients.
Delve into this selection of books (and audiobooks) for financial professionals on everything from sales and marketing to practice management and work-life balance. Whether you’re an experienced advisor or an aspiring financial professional, these resources will support your journey toward financial advisory excellence.
