Orion Advisor Technology, an Omaha, Nebraska-based fintech company, has launched a digital marketplace of discounted practice management resources and an online community of advisers and firms interested in M&A transactions.
The service, called the Orion Network, offers advisers access to preferred rates from more than 100 third-party service providers offering group health insurance, IT assistance, payroll, marketing, compliance and back-office related services.
For its M&A service, the digital platform uses an algorithm to match buyer and seller profiles based on shared goals, including transitioning from a broker-dealer to the independent RIA model, succession planning, talent acquisition or inorganic growth.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
