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.
Daejon Love and Taylor Chan's $1.3 million romance fraud scheme exposes how AI search engines can be manipulated by fabricated online identities
“It was a third party scam,” said the attorney representing the claimants.
Meanwhile, &Partners draws another Commonwealth practice, and Wealthcare welcomes a $550 million planning practice in the Northeast.
Palo Alto AI platform recruits RIA and fintech leaders as industry data show AI adoption reshaping advisor staffing.
Meanwhile, Raymond James, Wedbush, and LPL recruited veteran advisors from across Texas, North Carolina, and California.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
