Strung out on Red Bull, and stung by a red-faced landlord, 70 tech nerds and Russian-style judges, Eric Clarke pushes RIA app coders to new limits in Utah suburb
No panels, no PowerPoint no breakout sessions -- just tech whizzes from competing firms striving to integrate their systems to better serve financial advisors
Congratulations to RIA-in-a-Box and TRX on your well deserved “Best in Show” awards. We were honored to be among you, and look forward to many years of collaboration to come. To Eric, Jud, and the whole Orion / Mineral team: you are a class act. Well done!
Speaking for WealthSite, Fuse was a great experience. The excitement and comradery made it a “must be there next year” event and we look forward to our potential of making the grade for next year’s event wherever it may be.
The tech presentations were enlightening and eye-opening enabling the audience to identify new integration opportunities and even potentially new products borne of innovation and combination of those present.
While the judges took some exception to participating partners not coding at the event, further investigation revealed that those partners were launching completely new and/or complex APIs and capabilities with Orion. Some partners were coding and collaborating remotely with Orion engineers attending Fuse. Bivouac coding to API version 1.0 is tough when there are 36 hours to reach success so perhaps some leeway is in order.
Speaking for Pete Giza, despite contracting a respiratory infection on the flight out – Fuse represents the type of collaborative effort this sector of the FinTech industry needs so badly.
We had a great time and look forward to next year!
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
Eric Clarke founded Orion in 1999 and built it to a $3.6 trillion AUA juggernaut, but he believes both he and the company are ready for a big change
May 22, 2023 at 5:13 PM
Ron Carson ends national search for chief marketing officer by doing a local M&A deal using his favorite HR broker -- Eric Clarke
When Eric Clarke decided he'd play matchmaker, the hyperactive Carson Group CEO snapped up Mineral Interactive and made a creative deal
October 5, 2018 at 6:05 PM
Orion rescinds RTO order after its staff rebels by hijacking company email list, distributing petition and tipping off RIA media
CEO Natalie Wolfsen suffers first setback and rescinds a return-to-office (RTO) policy after week of protest to work on a more collaborative agreement on a post-COVID new normal
November 23, 2023 at 12:20 AM
Orion Advisor Solutions calls 6% staff reduction a 'final action,' after ballooning headcount 40-plus percent since 2020 by gorging on Brinker, Redtail and five other companies
The Omaha, Neb., administrator of $3.6 trillion will cut 'duplicative' back office jobs to reduce staff to 1,320 from about 1,400.
September 30, 2023 at 2:31 AM
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