Introducing Dimensional ETFs on the Orion Eclipse Platform
Join Althea Trevor, Senior Investment Strategist and V.P. from Dimensional, and Orion’s Ben Frantz, V.P. of Business Development, for an introduction to Dimensional’s recently launched ETF lineup, as well as a look at how you can leverage Orion Eclipse to help meet growing client expectations.
During this webinar, you’ll learn:
- Trends, challenges, and opportunities given rapid technology advancements and rising client expectations
- How advisors are taking a hard look at their value propositions to deliver greater value to their clients
- Dimensional’s recently launched ETF lineup and upcoming ETF Conversion
- How to use technology to streamline trading and rebalancing of model portfolios