OM Asset Management is more of an affiliate structure; it acquires equity stakes, leverages global distribution, and assists with ownership transitioning.
For half of respondents, speed and convenience is the top benefit of robo-advice, with lower costs cited by 29%.
Evidence based management, big data, and machine learning provides cutting edge insights into business model performance
Millennial small business owners are, however, on a mission to seek out knowledge that will help their businesses grow.
Adviser Robby Saggu will serve as a managing director at Corient, which is affiliated with Dynasty Financial Partners, according to the firm.