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.
&Partners has also added a $357 million Texas family practice, while Janney recruits a $250 million Edward Jones advisor in Miami
Linda Patel will lead J.P. Morgan Advisors in Florida and Georgia as Bank of America adds nonprofit specialists in New York
Interval funds and other semi-liquid or illiquid products are typically two to three times more expensive than plain vanilla stock or bond mutual funds or exchange-traded funds.
The royalty statements looked normal - until someone checked the electronic files.
They allegedly fabricated SEC certificates to dupe investors.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
