Articles tagged "Carson Group"

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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

Nimesh Patel: 'We don't want to have to become an Orion. That's a big lift.'

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

Articles tagged "Carson Group"

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June 7, 2024 at 1:44 AM

May 3, 2022 at 3:07 AM

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Articles tagged "Carson Group"

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June 7, 2024 at 1:44 AM

May 3, 2022 at 3:07 AM

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