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
0425-OAT-02/04/2021