With roots going back more than 130 years, the privately held hybrid RIA based in Missouri is looking forward to continued independence.
The fintech provider's new collaboration will help the $166 billion RIA's advisors holistically manage more of their clients' wealth.
The wealth tech veteran brings "deep industry experience and a proven track record" to the new C-suite position at Orion.
The leading RIA's latest move in Cedar Rapids extends longstanding partnership while supporting veteran leader's longer-term succession planning.
The PE-backed RIA's inaugural deal in Michigan also vaults it past a key asset milestone.
The strategic alliance will see $13 billion of assets deployed by the alternatives giant into the growing universe of asset-backed lending.
Acquisition of veteran-led practice gives the national RIA with $11.84 billion in assets its fourth office location in Pennsylvania.
The top-ranked RIA firm is simultaneously growing its reach in Oregon and Georgia by welcoming three separate advisory practices.
The $30 billion firm's latest acquisition adds a new location in Arkansas along with roughly $317 million in additional client assets.
Citi Wealth unveils new role for fiduciary investment just as JPMorgan's asset management arm welcomes experts to boost retirement business.
