With the COVID-19 pandemic causing widespread disruption to the stock market, economy, and financial world as a whole, financial advisors are responding to a surge in […]
There’s an unspoken catch-22 in the investment world, where fiduciary-minded advisors need to grow their businesses, but often don’t want to forego control with a hands-off […]
Carson Group, one of the fastest growing financial services firms in the country, announced that as of April 1, 2020, Carson will cover technology costs for […]
The start of an advisor’s day lays the groundwork for their success. That’s why Orion Advisor Tech (“Orion”), a premier provider of financial advisor technology, today […]
MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Orion Advisor Tech, LLC (“Orion”), […]
Orion Advisor Technology (Orion), one of the premier providers of financial advisor technology and investment solutions, today announced it has updated the Orion Connect integration on […]
Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and a premier provider of financial advisor technology and enhanced investment solutions, announced significant progress toward […]
When it comes to portfolio management and accounting software, there is no lack of competition. Albridge has historically done well among hybrid RIAs, although Morningstar, which […]
Once again, in 2020, for the third year in a row, CFP programs around the country will compete for dominance in RIA technology development. The annual […]
Orion Advisor Services, LLC (“Orion”), a premier portfolio management solution provider for registered investment advisors, today announced enhancements to existing integrations with web-based CRM provider Redtail […]