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Orion Announces Hybrid Back to Office Schedules

Wealthstack
 
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WealthStack

JUNE 21, 2024

Top Stories

Orion Calls Employees Back to Office With Hybrid Schedules, Earned Flexibility

Davis Janowski

The company’s first attempt at a hybrid work schedule led to a small worker revolt. The new back-to-office plan comes with flexibility—some of which must be earned.

FULL ARTICLE

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AssetMark To Acquire $12B In Assets From Morningstar Wealth TAMP

Rob Burgess

Account migrations will occur over six months after the deal is finalized.

FULL ARTICLE

Technology News

AssetMark Announces Strategic Collaboration with TIFIN Give

David H. Lenok

The relationship will give AssetMark’s network of over 10,000 advisors access to TIFIN Give's advanced DAF technology.

FULL ARTICLE

CAIS Cuts Fees, Seeking to ‘Democratize’ Alternative Investments

Sonali Basak

CAIS, which works with more than 34,000 financial advisers, is cutting fees to as low as 0.05% for feeder funds that direct investors to alternative assets.

FULL ARTICLE

WealthStack Podcast

THE WEALTHSTACK PODCAST

Bringing the Power of Planning to Philanthropy

Shannon Rosic

PhilanthPro's Nicholas Palahnuk discusses how clients' growing interest in philanthropy demands a more integrated approach, where giving is strategically aligned with overall financial goals.

LISTEN NOW

What's In My Wealthstack

Tepp Wealth Management: Approaching The Tech Stack From A Tax-Smart Perspective

Rob Burgess

David Tepp, founder and CEO of Tepp Wealth Management, discusses how he uses his CPA background to center financial planning for clients of his $130 million AUM firm.

FULL ARTICLE

WMTV on Location

Democratizing Access to Advice

WealthManagement.com Staff

Mark Evans, president and CEO of Conquest Planning, discusses how his firm works to provide advice to all clients, not just the high net worth.

WATCH NOW

Commentary

The Deepfake Risk Advisors Take with Video Marketing

Laura Garfield

How an $8,000 marketing investment turned into a $650,000 risk.

FULL ARTICLE
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