Sponsored by Millennials are expected to inherit trillions of dollars in assets over the next 20 years, which will present opportunities for advisors as well as challenges, especially when it comes to compliance. Almost half of advisors are currently outsourcing regulatory compliance and reporting, which can become problematic as regulations become more complex and firms…

Sponsored by Helping clients achieve their goals sometimes requires sophisticated strategies. Custom indexing can help clients manage capital gains efficiently, harvest tax losses, build portfolios with customized security allocations and more. Jamie Susanin, CFA and senior portfolio manager at Orion, discusses how advisors can use Orion's built-in custom indexing technology to provide flexible solutions for…

Sponsored by For busy continuing education (CE) counselors, credits often fall to the bottom of their to-do lists. However, these are requirements for maintaining certification. Stephanie Sager, principal of Orion Advisor Academy, discusses strategies and tools to make CE more accessible—and enjoyable—for full-time advisors, including Orion Advisor Academy's on-demand mobile-friendly platform with a content library…

Sponsored by Recent studies suggest that investors want personalized guidance that takes into account their overall well-being as individuals, in addition to advice related to financial well-being. Providing these services has become an important added value for advisers. Dr. Daniel Crosby, chief behavioral officer at Orion, explains how Orion's behavioral finance tool, PulseCheck, gives advisers…

Sponsored by Rusty Vanneman, chief investment officer for wealth management at Orion, shares his team's market outlook for 2024. According to Vanneman, while an expensive equity market, inverted yield curve and bullish investor sentiment present signs of concern, there are also reasons for optimism, including high liquidity in the market. Vanneman discusses how investors can…

Sponsored by As the older generation passes an estimated $72 trillion to heirs over the next two decades, it's important for financial advisors and their clients to plan early. Brian Morgan CFP® product director of financial planning at Orion, discusses tools to help advisors build and maintain relationships with heirs and estate planning tools that…

Steward Partners, a network of employee-owned financial advisory practices that oversees about $32 billion in client assets, added 14 advisers in the first two months of the year. Steward created a new office in Nashville, Tenn., by acquiring Seven Arrows Financial, an eight-person team led by Luke Aull, who has partnered under a 1099 contract….

The 401(k) industry is under attack again. This time from labor economist, Bloomberg columnist and, yes, TikTok star Kathryn Edwards in a recent webinar hosted by the National Institute for Retirement Security, who joins Alicia Munnell of Boston College, Teresa Ghilarducci of the New School and most recently, Blackrock CEO Larry Fink. as criticism. Predictably,…

According to Narei's T-Tracker. While positive, it was well below the numbers posted in 2022 and 2021 when FFO grew 17.2% and 22.3%, respectively. The story was similar for net operating income (NOI), up 2.7%, from 11.6% and 14.3% the previous two years. Connected: Half of American households own REIT stocks Meanwhile, the FTSE Nareit…

Rob Pettman, an executive vice president and head of wealth management solutions at LPL Financial, has left the firm after 17 years, according to a post on LinkedIn.com. Friday was his last day. Pettman said he is leaving the independent broker/dealer position to pursue an opportunity at a financial technology company, “where I will apply…