[ad_1]
Personal Advisor Group, a Morristown, New Jersey-based hybrid and workplace of supervisory jurisdiction managing $29 billion, has introduced a multicustodial funding administration platform for its greater than 750 advisers.
The platform, often known as WealthSuite, makes use of expertise from Orion Advisor Solutions to deal with account opening, administration and servicing. It was designed to unlock adviser time, Frank Smith, the president of Personal Advisor Group, mentioned in a launch.
The platform affords bespoke mutual fund, exchange-traded fund, and blended mutual fund/ETF mannequin portfolios, together with customized indexing and tax-optimized options delivered by means of individually managed accounts. BlackRock, Constancy Institutional Wealth Advisor, Orion Advisor Options and WisdomTree are the platform’s funding strategists.
[More: Private Advisor Group reels in new investor capital]
‘IN the Nasdaq’ with Efram Slen, head of index analysis at Nasdaq
Study extra about reprints and licensing for this text.
[ad_2]
Source link