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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

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Jeff Remming

Chief Transformation Officer, Board Member

Jeff Remming’s days are anything but monotonous – and he likes it that way. As chief transformation officer of Buckingham Strategic Wealth and Buckingham Strategic Partners, 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

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