Axos Advisor Services

Mid-year is a great time for RIAs to evaluate their technology stack, custodial relationships, and operational efficiencies. In a recent WealthManagement mid-year outlook, Michael Watson, Head of RIA Custody, offers actionable insights for those wanting to optimize technology and streamline processes to enhance client satisfaction and drive growth. Unlock strategies to maintain a competitive edge, ensure a strong close to 2024, and set yourself up for continued success in the year ahead. Read the mid-year outlook here: https://lnkd.in/gmqwfeFt

Happy Independence Day to our esteemed clients and dedicated teams. As we mark the nation's holiday, we reflect on the liberty and resilience that support America's entrepreneurial spirit: a spirit that is embedded in the clients and businesses we support and serve. Founded on July 4, Axos celebrates the anniversary of its founding, and is proud to embody this same spirit as we continue to empower our clients with innovation to achieve independence. To our dedicated teams at Axos, the Fourth of July includes a celebration of the commitment we make to our clients year over year. Our patriotism is anchored in supporting your entrepreneurial dream. #HappyIndependenceDay

Are you considering becoming an RIA but unsure what the transition involves? You likely have many questions as you consider the move to greater independence. In this article published by InvestmentNews, Eugene DeRango, Senior Vice President, National Sales Manager at Axos Advisor Services, addresses five essential questions advisors often face as they transition to an RIA. https://lnkd.in/gEA8CNY2

Elevate your RIA's potential! Join us at RIA Labs: Custody Alternatives to explore new custodian solutions and platforms. Hear from Michael Watson, Head of RIA at Axos Advisor Services, as he discusses tech enhancements for client experiences, evaluates compliance and reporting tools, and learns about features for alternative assets. Earn 1 CE credit and transform your practice. Register now: https://hubs.la/Q02zmR-V0 #INRIALabs #CustodyAlternatives #RIA #FinancialAdvisors #CECredits #ClientExperience

How can financial advisors navigate the changing custody landscape and keep up with their clients' ongoing demands? Listen to the latest VettaFi Gaining Perspective podcast with guest Michael Watson, Head of Custody at Axos Advisor Services. Mike and Robert Huebscher discuss everything from the keys to success to the impact of technology on your practice to unique opportunities to differentiate your offering. If you are an RIA looking to differentiate yourself, considering a new custodian, or exploring going multi-custodial, you will want to catch this episode. We would love the chance to help you achieve your goals. Reach out to sales@axosadvisorservices.com. https://lnkd.in/g8kPfbHa

Choosing the components of your tech stack as you transition to becoming an RIA is an opportunity to assess where you are and where you want to go. Read the recent InvestmentNews article featuring Michael Watson, Head of Custody at Axos Advisor Services, to learn about maximizing your tech stack utilization while minimizing your technology expense. https://lnkd.in/g7ZuuKhA

In an era where seeing — and hearing — isn't always believing, protect yourself from deepfake scam calls with insights from Axos Bank's CISO, Raghu Valipireddy. Check out his latest article on the rise of AI voice scams and how to avoid them.

Axos Advisor Services is a proud Gold Sponsor of this year’s United Planners Financial Services Connect National Conference (CNC) in Phoenix, AZ. Visit our booth and meet with Eli Suarez, and Robert Nagle to learn how our innovative custodial solutions can help support your firm’s independence and optimize your practice to better serve your clients.

That’s a wrap on Evolve 2024! It was a unique opportunity to come together as an RIA community to build and strengthen relationships. At Axos Advisor Services, we are committed to innovating independence and supporting our valued clients’ continued success. Thank you to our sponsors, partners, and guests for spending a great few days with us in Austin.

We want to extend a big thank you to Scott Leak, CFP®, CEPA® from FP Transitions, and Tony Mazzali, CFP®, ChFC® from CG Financial Services, for their in-depth conversation with Eugene DeRango about the challenges facing RIAs as they overcome headwinds and plan for the future of their practices. #Evolve2024