Orion wins software accounts of two $1-billion-plus firms - one a broker-dealer and one an RIA
Advance Capital leaves IAS and United Planners gets performance reporting for the first time
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A week after he became chairman of Eric Clarke's board, Charles Goldman is heading the search to replace Clarke as Orion CEO-- at Eric's direction
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The New York City consulting giant quietly made the Orion founder and ex-CEO a McKinsey senior advisor two months after he stepped down last year.
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