The collaboration between RIA firms, technology providers, and insurance platforms highlights the transformative power of strategic partnerships in the financial industry. As Credent Wealth Management continues to thrive and expand its footprint in the RIA space, partnering with DPL reflects its commitment to innovation and excellence. By leveraging the latest advancements in technology and financial solutions, Credent Wealth Management delivers unmatched value to its clients.
In this episode, Kameron talks with Edison Byzyka, Chief Investment Officer at Credent Wealth Management. Edison leads Credent's in-house investment team, offering clients strategic, transparent, tax-efficient options to help them build wealth. He maintains Credent's UMA platform through varying market cycles, upholding the highest standards with third-party-audited performance results. Edison has appeared on local and national radio and television shows and provides monthly market commentary for clients, helping them make smart investment decisions.
Edison talks with Kameron about how Credent Wealth Management utilizes DPL tools to implement commission-free annuities, how the firm works with RIA firms to create holistic retirement plans, and how to move clients into better price solutions and strategies for fixed-income alternatives.
In this episode:
- [01:12] - Edison's role at Credent Wealth Management
- [02:42] - How DPL helped Credent transition to independence
- [05:48] - How Credent uses DPL's commission-free annuity platform
- [08:34] - What Credent looks for when choosing an advisor
- [12:26] - Why Credent chose to partner with Orion
- [14:46] - How Credent TAMP solutions operate
- [17:44] - The user experience of DPL’s annuity platform
- [20:27] - How the partnership between DPL, Credent, and Orion works
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