Myriad Advisor Solutions UnveilsTwo Powerhouse Initiatives at the 2024T3 Technology Conference1/22/2024
Myriad Advisor Solutions (Myriad) is celebrating the company’s 15th anniversary by launching two new powerhouse initiatives designed to streamline and protect their clients’ business operations far into the future. Both of these programs will make their debut at the 2024 Technology Tools for Today conference (T3) for financial professionals happening January 22-25, 2024 at the Cosmopolitan Hotel & Resort in Las Vegas. Originally published on Business Wire on January 22, 2024. Read full article here. Blue Chip Partners (“Blue Chip”) announced that Daniel Dusina, CFA, former Director of Investments, has been promoted to Chief Investment Officer. While Dusina’s role at the firm – where he heads the in-house investment committee and leads the construction of client portfolios – will remain largely unchanged, the purpose of the promotion and title change was to recognize his significant contributions to Blue Chip Partners and to elevate him within the firm’s growing investment department. Originally published on Business Wire on January 19, 2024. Read full article here. Could performance-based billing boost a financial advisor’s business? This is one of the questions that Advyzon dug into as they analyzed new data recently released in their third annual Billing and Fee Study, a white paper based on original research that analyzes which fee models independent financial advisors (IARs and RIAs) are using today. The report uncovers recent trends in billing and fees, plus offers insights into where the industry may be headed. One of the biggest takeaways from the year-end 2023 study is that the number of firms offering performance-based billing steadily increased within the past year. In addition, billing based on an account’s average daily balance, versus beginning or ending balance, saw continued growth in 2023. That being said, a quarterly billing cycle using a tiered fee structure based on AUM remained the industry favorite last year, while the number of firms using flat fees – which increased significantly from 2021 to 2022 – fell in 2023. Originally published on Business Wire on January 18, 2024. Read full article here. |
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