Articles tagged "Carson Group"
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Dani Fava era of buying à la carte tech for Carson Group takes shape with 'modular'-minded YCharts deal -- but Orion is still the mainstay
YCharts -- a 'Bloomberg-terminal-lite' for RIAs -- signals its less-known risk software gave it a leg up to become part of refreshed Carson strategy to be more 'flexible and innovative.'
September 19, 2024 at 3:22 AM
Altruist is CTO-less, for now, quasi-intentionally, it says • Ex-rival exec hired to jumpstart cross-selling Orion products to enterprise clients • BlackRock tops Grayscale • Facet outsources estate plans • Advyzon profits off Goldman exodus • Dan Wiener's RIA has new CEO • CFP count tops 100k
Shiralker out at Altruist • Orion gives Trevor Noble his cause • Bitcoin has a new fund king • Software maker benefits from Goldman custody exec. churn • Carson Group denies lawsuit • Merge of Wiener's old shop complete • 100,000th CFP named.
June 7, 2024 at 1:44 AM
Orion Advisor Solutions moves to let RIAs eat real-time 'cake' rather than API 'recipes' with help from Amazon's AWS and a determined Carson Group
The Omaha, Neb., software and investments firm is already doing a pilot with Ron Carson's $20-billion RIA and will make the data leapfrog across its clientele
