September 14, 2018
A little over five years ago, I was delighted to be invited by Eric Clarke, the CEO of Orion Advisor Services, to serve as a judge […]
September 10, 2018
Schwab Advisor Services while at the Orion Ascent 2018 conference in Miami previewed its Digital Account Open tool, which will be in pilot for independent advisors […]
September 6, 2018
Oranj, the first free, end-to-end wealth management software, and Redtail Technology, a leading provider of web-based client relationship management (CRM) for financial advisers, have announced their integration. Redtail and Oranj […]
September 4, 2018
Advyzon, an industry-leading, cloud-based financial advisor technology platform, announced the addition of enhanced composite reporting capabilities. These new features will enable advisors to easily demonstrate the […]
August 31, 2018
A new integration between Orion and Asset-Map is designed to bring advisors closer to a fully integrated meeting experience, where clients can see their full financial […]
August 30, 2018
Most successful financial advisory firms I know are always looking for opportunities to grow their businesses. Historically, the vast majority of new business generated by advisors […]
August 29, 2018
Fiserv, Inc., a leading global provider of financial services technology solutions, has announced enhanced unified managed account (UMA) capabilities. A new interface and streamlined workflow within Unified […]
August 28, 2018
After years of telling advisors that their next generation portfolio management product, PortfolioConnect would be multi-custodial, Schwab is abandoning that pledge. Furthermore, Andrew Salesky, Senior Vice […]
August 27, 2018
FinMason, a fintech firm operating one of the largest investment analytics platforms in the world, and Orion Advisor Services, LLC (“Orion”), a portfolio management solution provider […]
August 17, 2018
One of the best and most significant annual technology conferences for advisors is one that is not open to advisors: The TD Ameritrade Institutional Technology Summit. […]
August 16, 2018
FinMason, an award-winning investment analytics company, announced that they are rolling out a Euro-denominated version of their investment analytics platform. This enhancement marks a continuation of […]
August 1, 2018
Did you know that as of the first quarter of 2018, smartphone users had access to nearly 4 million apps on the GooglePlay Store and 2 […]
July 31, 2018
Allianz Life Insurance Company of North America announced that it is partnering with Orion Advisor Services, LLC (Orion), a top portfolio management solution provider for registered investment advisors. […]