Displaying 46 results
Orion beefs up tech shelf with new BeFi tool
Fintech unveils new tools focused on behavioral finance, estate planning and client trading oversight.
Orion forges alternatives partnership with CAIS
The integration will give Orion’s advisor users more access to alts products, services and resources.
Orion, DPL join forces to offer commission-free annuities to advisors
Users of Orion's tech platform will now have direct access to DPL’s tools for finding and comparing annuities.
Orion broadens access to high-net-worth investment strategies
The fintech provider is strengthening its commitment to fiduciary advisors with expansion to its portfolio solutions platform.
AI-driven advanced planning solution joins forces with Orion
Partnership saves advisors time as there is no need to manually enter client data, says FP Alpha.
AssetMark CEO Natalie Wolfsen leaves for top job at Orion
As Wolfsen succeeds founder Eric Clarke as CEO of Orion, AssetMark announces she will be replaced by Michael Kim, a 13-year veteran of the company.
‘Ow!’ — not ‘wow’ — drives client change
The pivot point is salience: the motivational magic that's sparked when a piece of information has immediate relevance to the client's situation or expectations.
Orion CEO Eric Clarke announces retirement plans
Clarke informed the company's board of directors that he plans to step down at the end of the year.
Custody, compliance and tech lay the foundation for going independent
An expansive network of platforms and services has evolved that's designed to support breakaway brokers.
What buzzy fintech innovations can advisors expect this year?
Over the next month, thousands of financial advisors will travel to Florida to learn about the latest technology and how it can improve their practice.
Orion reveals ChatGPT integration at Ascent conference
An integration with Redtail Speak, a compliant texting service, is just the beginning of the company's plans to bring artificial intelligence into its technology.
Fintech Bytes: Raymond James, Wells Fargo and Orion
Plus, Holistiplan goes to college, AIMR Analytics releases advisor comparison tool, and GW&K selects PureFacts.
Growth or flexibility? Fintechs must choose
Fintechs may find themselves mimicking some of the same strategies advisors use to demonstrate the value they bring to clients during difficult markets.
Fintech challenged by market forces
While most adviser-facing fintechs were spared the pain felt across the wider technology landscape, not everyone escaped the year unscathed.
Fintech Bytes: Robo-adviser launches university, Orion boosts marketing
Here are the rest of this week's financial technology headlines, besides the ones about Elon Musk buying Twitter.
Private Advisor Group introduces Orion-powered investment platform
WealthSuite offers fund and ETF model portfolios that are intended to save time for the firm's more than 750 advisers.
TAMPs race to build comprehensive wealth management platforms
After years of consolidation, the platforms that solve the puzzle could win future advisers and their assets. The ones that don’t may find themselves acquired.
Fintech Bytes: Cetera using Broadridge’s new tech, Orion reorganizes
A roundup of the week's fintech news includes Cetera's adoption of Broadridge's new digital communications tool, Orion's reorganization and Morningstar's attempt to make sustainable investing more engaging.
Fintech Bytes: Dynasty partners with Pontera, Orion joins up with Apex
A roundup of the week's fintech news for financial advisers.
Are tools smart enough for tough times? Market volatility to test advisers’ tech
Adviser fintech promised to make firms more efficient and build deeper client relationships. Those claims may soon be tested.
