City of Diamondhead discusses ‘Envision Diamondhead 2040’ plan
April 29, 2021
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Diamondhead city leaders and residents met tonight to discuss the city’s new master plan and a road map for growth over the next 20.
April 29, 2021
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The Climb Community Development Corporation took the lead today by hosting a state coalition of youth build programs in D’Iberville.
Five charter organizations in the.
Comprehensive planning meeting in Diamondhead
April 28, 2021
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City leaders in Diamondhead are looking for input on a new comprehensive plan for the city.
Thursday night at 6 p.m., residents are invited to.
April 28, 2021
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Keesler Air Force Base has a new way of picking up prescriptions with the new ScriptCenter kiosk which allows prescriptions to be filled and.
April 28, 2021
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RIAs leverage TAMP tech the most: Report
Turnkey asset management platforms hold more than $2 trillion in managed wealth, and RIAs are the group that s funneling the most assets into TAMPs.
February 8, 2021 3 MINS
In fact, TAMPs hold more than $2 trillion in assets under management and administration, according to estimates from Tiburon Strategic Advisors. An adviser with access to a TAMP can offload many of the traditional responsibilities of managing client money from onboarding to rebalancing and let the robots and automated tech do the heavy lifting at a fraction of the cost. TAMP fees can run from 85 to 280 basis points depending on the underlying complexity and cost of the incorporated investments, according to the report.
Orion Pledges 2021 War Chest of New Resources, Events for Breakaway Advisors
Orion Pledges 2021 War Chest of New Resources, Events for Breakaway Advisors
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, will make 2021 the year of the breakaway advisor. Orion is investing in bold initiatives including collaborative virtual and in-person events, a growing digital trove of practical guides, a network of Orion client firms for advisors to tuck into while still retaining their independence, and special pricing deals all to support the growing number of advisors who dream of establishing and growing independent firms.
Riskalyze Fintech Report Card: November 2020 Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
Oranj Set to Close at Year-End
What Happened: Portfolio management and model marketplace provider Oranj disclosed to clients it would shut its doors at the end of 2020, leaving advisors six weeks to transition to a new platform.
Why It Matters: This was one of the more impactful stories of this year, but it appears that the balance of value to pricing just didn’t gain traction with financial advisors. The speed with which the firm needed to shut down was certainly unwelcome news for advisors given the worsening pandemic and coming amidst the holidays, but candidly, it could have been worse small companies facing a liquidity crisis can go out of business practically overnight. Our thoughts are with David and the team at Oranj having to go through this difficult transition.