Orion Names CFO, Plans Further C-Suite Additions

Published on September 13, 2024

Orion Names New CFO Amid C Suite Buildup, Shift To Organic Growth

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New Bill Creates $25,000 Tax Deduction for Seniors

September 13, 2024
The Seniors in the Workforce Tax Relief Act establishes an above-the-line deduction for 2024 through 2028.      Related StoriesAssetMark Adds Morningstar Wealth as Third-Party StrategistSocial Security COLA Estimate for 2025 Drops Again to 2.5% on Cooler Inflation - EnclosureFP Alpha Adds Automation Features to Estate Lab Platform - Enclosure

Fee Compression Hasn’t Played Out, But Margin Compression Is Real

September 13, 2024
Additional services can justify fees to clients, but RIA owners must also prove those services benefit their bottom lines.