Navigate Investments and Client Relationships With Confidence
You’ll appreciate it from the first day: We understand what it means to be an independent financial advisor, and we want you to be a great one. That means giving you the tools and flexibility to help your clients thrive, and the support to help your practice run hassle-free and grow strong.
How do we deliver on that?
With our platform and our people.
The platform—eWealthManager—makes it easy to match our innovative asset allocation approaches to your clients’ needs. It features sophisticated investment management solutions from a range of institutional and boutique portfolio strategists, and simplifies day-to-day account administration.
Our people are available to help, too. They streamline your Client Relationship Management by offloading back-office tasks. And they help you build a powerful business, with our recognized Practice Management program—including coaching and Mastery workshops.
The result is that you navigate confidently, guiding your clients through volatile environments and steering your business to the success you want. More than 6,000 advisors trust us to make that possible.