Orion Advisor Technology, an Omaha, Nebraska-based fintech company, has launched a digital marketplace of discounted practice management resources and an online community of advisers and firms interested in M&A transactions.
The service, called the Orion Network, offers advisers access to preferred rates from more than 100 third-party service providers offering group health insurance, IT assistance, payroll, marketing, compliance and back-office related services.
For its M&A service, the digital platform uses an algorithm to match buyer and seller profiles based on shared goals, including transitioning from a broker-dealer to the independent RIA model, succession planning, talent acquisition or inorganic growth.
New chief executive Rich Steinmeier replaced Dan Arnold on October 1.
The global firm is navigating a crisis of confidence as an SEC and DOJ probe into its Western Asset Management business sparked a historic $37B exodus.
Beyond returns, asset managers have to elevate their relationship with digital applications and a multichannel strategy, says JD Power.
New survey finds varied levels of loyalty to advisors by generation.
Busy day for results, key data give markets concerns.
A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
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