Orion Lands $27-billion AUM Account as The BAM Alliance Phases Out Its System Built on Schwab PortfolioCenter

Investing in the client experience. BAM Advisor Services President Jeff Remming talks with RIABiz about the firm’s recent investment in new technology solutions, including the move to Orion’s portfolio accounting software and inStream’s financial planning platform.

Find it on RIABiz.com

By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.

The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2016, The BAM ALLIANCE

Jeff Remming

Chief Innovation Officer, Board Member

Jeff Remming’s days are anything but monotonous – and he likes it that way. As President of BAM Advisor Services, he is most energized when he and his team face new challenges and are able to provide real solutions to BAM ALLIANCE member firms and their clients.

In addition to directing the strategic growth of the BAM ALLIANCE, Jeff is firmly committed to continually strengthening the community of wealth advisors who share his devotion to helping clients achieve their most important goals. His ability to bring new offerings and services to market helps BAM Advisor Services stay ahead of the curve and deliver new, innovative solutions to its member firms.

Learn more about Jeff

Information That Makes An Impact

Our newsletter is packed with carefully curated news and insights tailored to the financial advisor industry, sent right to your inbox!