2018 FTJ FundChoice Advisor Summit
What's next in adviser innovation?
February 07, 2018 @ 12:00 am
What does Orion have planned to stay a step ahead? It's new direct-indexing tool for Advisor Strategy and Tax Return Optimization, or ASTRO, could revolutionize the industry, according to CEO Eric Clarke.
More from the Event
If the market went down, would your clients be surprised by their portfolio’s reaction? Reduce vulnerability and strengthen relationships with the guide to preparing clients for any market scenario.