Event Description: LightPoint Portfolios™ are the convergence of advanced analytics, institutional asset management, and impeccable biblical values. Beacon Wealth Consultants has been providing Biblically Responsible Investing solutions to clients for over 20 years and now…
Event Description: Drawing on a 44-year heritage of research, Morningstar Managed Portfolios’ asset allocation approach has evolved to what they call valuation-driven asset allocation. Along the way, history has taught them five lessons that are…
Event Description: Whether you’re just starting out on your breakaway journey, or you’ve already established your independence, setting up your RIA can be exhilarating, daunting, and, at times, isolating. But you aren’t alone. Join our…
Event Description: As you prepare for quarter end, are you ready to run your bills and statements—quickly? We've got you covered! Join the second part of our Quarter End webinar series where we'll walk you…
Event Description: Small caps began rallying in Q4, and if history is a reliable guide, the asset class could have a long runway as the economy reopens, and we emerge from recession. HGK's focus on…
Event Description: Shawn Edie, Strategic Consultant, and Josh Benson, VP of Business Development at Orion, will be at Advisors Excel Wealth Elite Symposium at The Omni Hotel in Louisville Kentucky. Hope to see you there!
Event Description: You've processed your fee file at the custodian, now what? It's time to track your receivables and process payments to your Reps! Join the last part of our Quarter End Webinar Series to…
Event Description: There are times when a live bill needs to be revised after it’s already been run. Did you know that you are able to recalculate a bill to reflect changes such as an…
Event Description: A traditional 60/40 allocation today contains much more risk than the typical balanced investor desires. But, a systematic plan for allocating assets according to the current market environment can: 1. Diversify a portfolio…
Event Description: Courtney Turner, VP of Strategic Relations for Orion Portfolio Solutions, and Eric Sanders, Strategic Consultant of Orion Advisor Technology will be at Centaurus to share the latest Orion has to share. Come by our…
Event Description: Today, as the tides of change constantly disrupt the economy, some investors want portfolios that can adapt to market changes. Investment approaches grounded in fundamental research with independent high-conviction decision-making can help you pursue…
Event Description: Kick off Q3 by joining our product team to learn about the software updates being released in July. Take advantage of the opportunity to ask the product team your questions! Click below to…
Event Description: Join our team as we discuss the new customizable video feature now available in Market*r, demonstrating how it is the new secret weapon to an effective video marketing strategy. We’ll talk through 1.…
Event Description: Pathways – AIC/AAS Forum is a securities-focused meeting that will incorporate product and practice management content under a cohesive wealth management approach. As with previous years’ meetings, financial professionals will have the exciting…