Oranj now offers a direct data connection to TD Ameritrade! With this new data connection, advisers using Oranj can quickly and easily connect their Oranj account to TD Ameritrade to bring in all of the client accounts they manage – all at no additional cost.
PIMCO and WisdomTree Asset Management have each joined the line-up of best-in-class asset managers who have made their model portfolios and products available on the free Oranj platform, which independent advisers utilize to help clients achieve their long-term financial goals.
The future of financial advisers is bright: TheBureau of Labor Statisticsexpects demand for advisers to grow at a rapid clip as savvier clients search for the best approaches to money management. Of course, becoming a financial adviser involves a significant investment in yourself through education,licensing, and building relationships.
The old saying “you get what you pay for” isn’t always true, especially when it comes to technology applications for the financial services industry. Independent financial advisers shouldn’t automatically dismiss free software as inferior to paid solutions.
Brandon Geisler, Portfolio Manager with Marsico Funds, recently visited the Oranj office here in Chicago to discuss his perspective on the technology sector. Hear from Brandon & David Lyon, Oranj CEO, as they cover trends within the technology space to keep an eye on, what advisers should be looking out for, and what the market may have in store for us in the future.
On May 8, Oranj’s Freedom Tour stopped by New York City for a breakfast event that brought local advisers and asset managers together to discuss how volatility impacts the industry and the investor mindset.
One of the most powerful advantages financial advisors has over robo advisory platforms is also the most obvious—being human. “The human touch” is more than just an expression in today’s wealth management industry, especially during periods of severe market volatility, like what we witnessed in early February.