Join Althea Trevor, Senior Investment Strategist and V.P. from Dimensional, and Orion's Ben Frantz, V.P. of Business Development, for an introduction to Dimensional’s recently launched ETF lineup, as well as a look at how you can leverage Orion Eclipse to help meet growing client expectations.

During this webinar, you’ll learn: 

  • Trends, challenges, and opportunities given rapid technology advancements and rising client expectations
  • How advisors are taking a hard look at their value propositions to deliver greater value to their clients
  • Dimensional’s recently launched ETF lineup and upcoming ETF Conversion
  • How to use technology to streamline trading and rebalancing of model portfolios
Watch Now  

0425-OAT-02/04/2021