The departing executive spoke about his reasons behind the move; the search for a replacement; the highs and lows of his tenure; what’s next for him, Orion and the industry at large; and more.
Personal feelings aside, most advisors had already factored into their financial plans the possibility that Biden’s student loan forgiveness plan would not survive.
Also, Wealthtender launches its Certified Consultant Program, eMoney Advisor integrates with MaxMyInterest, an exec moves from Nitrogen to Docupace and AcreTrader news.
Also, Advisor360 releases its 2023 Connected Wealth Report results, Ned Dane joins AdvisorEngine as chief growth officer, and Betterment partners in 529 plan rollout.