Search Results for: Orion Advisor Solutions

Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds
Investments News

Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds

Fintech News Desk
by Fintech News Desk0477
Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced that Brian Storey, CFA, joined Orion’s Brinker Capital Investments as senior portfolio manager. Storey is a key contributor to asset allocation decisions across Brinker’s discretionary investment products and provides manager selection, due diligence and portfolio construction......
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0438
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS
Investment Services News

Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS

Business Wire
by Business Wire0383
Introduction of structured note SMAs helps Mariner Wealth Advisors scale its alternative investment offerings through CAIS’ best-in-class technology CAIS, the leading alternative investment platform for independent financial advisors, announced that it will introduce the independent wealth channel to Mariner Wealth Advisors’ separately managed accounts (SMAs) capabilities for structured notes. Mariner......
Wipfli announces two business units of Sheshunoff Consulting + Solutions will join firm
Lending News Risk Management

Wipfli Announces Two Business Units Of Sheshunoff Consulting + Solutions Will Join Firm

PR Newswire
by PR Newswire0374
Wipfli LLP (Wipfli), a top 20 advisory and accounting firm, announced it has acquired Sheshunoff Consulting + Solutions’ risk management and loan review services divisions. Latest Fintech Interview : Global Fintech Interview with Olivier Thierry “OT”, CRO at HungerRush The transaction adds over 70 new members to Wipfli’s existing risk......
YCharts and Orion Release Integration Enhancement
Investment Services News

YCharts and Orion Release Integration Enhancement

Business Wire
by Business Wire0276
This Integration enhancement by two wealthtech powerhouses, YCharts and Orion, creates a seamless workflow for advisors to enable smarter investment decisions and better client communications YCharts, an investment research, analytics and client communication software platform, and Orion Advisor Tech, the premier provider of transformative wealthtech solutions, announced the release of......
Orion’s Inaugural Wealthtech Survey Heralds Strong Year for Tech Investments
Artificial Intelligence Investment Services News

Orion’s Inaugural Wealthtech Survey Heralds Strong Year for Tech Investments

Business Wire
by Business Wire0409
Despite macro headwinds, 47% of advisor respondents plan to increase investment in client-facing technology to save time and money, deliver bespoke experiences, and drive growth Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, has unveiled the results of its inaugural wealthtech survey during the opening......
Orion Portfolio Solutions Selects Docupace for Workflow Automation
Fintech News

Orion Portfolio Solutions Selects Docupace for Workflow Automation

Fintech News Desk
by Fintech News Desk0424
Fast-growing TAMP consolidating and streamlining operations Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced that Orion Portfolio Solutions has selected the Docupace Platform to automate workflows for its wealth management platform. Orion Portfolio Solutions Selects Docupace for Workflow Automation. Fast-growing TAMP streamlining operations......
Orion’s New BeFi Study Reveals Half of Couples Consider Dishonesty About Money a Form of Infidelity
Finance News

Orion’s New BeFi Study Reveals Half of Couples Consider Dishonesty About Money a Form of Infidelity

Fintech News Desk
by Fintech News Desk0270
Wealthtech firm introduces BeFi20 tool to aid advisor-client money conversations, equipping financial advisors as quasi “life coaches” Orion Advisor Solutions’ new Couples and Money Survey reveals that half (50%) of survey respondents, including 61% of millennials, consider dishonesty about money a form of infidelity. The survey results also show more than a......
Orion Champions Effort to Connect 10,000 Advisors to Families Facing Financial Hardships
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Orion Champions Effort to Connect 10,000 Advisors to Families Facing Financial Hardships

Fintech News Desk
by Fintech News Desk0345
 Wealthtech leader pledges support to the Foundation for Financial Planning’s ProBonoPlannerMatch.org initiative and offers free planning technology to advisors Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced expanded financial support of the Foundation for Financial Planning (FFP) and its mission to bring free, quality financial......
Private Advisor Group Introduces WealthSuite Investment Platform for Advisors
Investments News

Private Advisor Group Introduces WealthSuite Investment Platform for Advisors

Fintech News Desk
by Fintech News Desk0302
Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has introduced WealthSuite, a new investment management platform. Exclusive to its network of over 750 financial advisors, the platform aims to drive efficiency for advisors and an improved investor experience. The competitively priced, multi-custodian......
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