Displaying 6 results
Nine-tenths of advisors feel underserved on tech
Orion survey finds just over half of advisors will invest more in client-facing technology, while three-tenths are looking at AI and machine learning.
Orion forges alternatives partnership with CAIS
The integration will give Orion’s advisor users more access to alts products, services and resources.
Pro bono financial planning needs fintech to step up
New research from the Foundation for Financial Planning shows that fintech innovation falls short when it comes to planning for low- and moderate-income pro bono clients.
Riskalyze tears into Orion’s HiddenLevers over predictive modeling
The risk management software provider lashed out at competitors HiddenLevers and RiXtrema for using predictive models that are 'wildly inaccurate.'
Orion acquires risk management fintech
The platform it's buying, HiddenLevers, allows advisers to perform portfolio- or security-level stress tests to measure sensitivity to macro-level risks.
Advisers may be struggling to adopt model portfolios
There are pros and cons to third-party marketplaces that should be considered, according to new research
