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Tim Bowman Becomes New Chief Financial Officer for Realta Wealth
Tim Bowman has been hired as the new Chief Financial Officer for Realta Wealth, an independent wealth management firm run by CEO Kevin Keefe....
Diversify Advisor Network Announces Kevin Bendix as Chief Legal Officer
Kevin Bendix has joined independent wealth management firm Diversify Advisor Network as Chief Legal Officer. According to a press release issued by the firm,...
Rethink. Financial Advice Podcast: Do you Have Partners or Vendors, With Brad Johnson
Should financial advisors expect more from the vendors they partner with? Advisors tend to be bombarded from vendors with all types of solutions, products,...
STANDARD DEVIATIONS PODCAST: Richard Shotton – The Illusion of Choice
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Richard Shotton. Richard is the author of The Choice Factory,...
Rethink. Financial Advice Podcast: What Can Advisors Learn from the Former CEO of PayPal...
For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a pioneer in financial technology Bill brings...
STANDARD DEVIATIONS PODCAST: Daniel Staker – Behavioral Marketing Lessons for Financial Services
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Daniel Staker.
Daniel Staker is a real-life attorney who ended up...
BACK OFFICE HEROES: Why Technology Matters When Advisors Switch Firms
When advisors weigh all of the factors for and against moving firms, the fear of making a move is often enough to outweigh any potential financial benefits from changing.
Rethink. Financial Advice Podcast: What’s The Best Way To Add Alpha To Your Practice
Is it tech? Your brand? Some special sauce? Or is it as simple as improving your client engagement experience? Join us as we chat with Craig Martin, Executive Managing Director,...
AI ILLUMINATIONS: When Finalizing your Budget, is the Client’s Voice Represented?
If the focus of the budget is right, everything else falls into place, especially for wealth management firms that need projected cost personalization at every level of operations.
WEALTHTECH INSIDER: 10 Cutting-Edge Tech Tools That Can Upgrade Your Practice, Part 1
Orion’s experts have shared 10 next-generation upgrades to the Orion platform that will enhance the experience for investors while making advisors’ lives a lot easier.