Ross Lehman, assistant investment officer of $773 million AUM Stepp & Rothwell, Inc., still provides a bespoke client experience.
RIAs on the Orion platform with DPL membership now have more flexibility and data feeds around annuities and insurance.
Also, Advzyon and Apex announce integrations and AssetMark boosts it 2024 tech budget by $15 million.
Cambridge's Nick Graham details the opportunities AI creates when it comes to financial advice.