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Articles tagged "Orion Advisor Solutions"


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Charles Goldman: I’m excited to join the board at such a pivotal time in the company’s history.

Charles Goldman takes seat on Orion board sparking thoughts about RIA custody comeback in Omaha and just what it can do with the Redtail, Brinker and TownSquare acquisitions

The ex-Schwab/Fidelity RIA custody chief was a turnaround CEO at AssetMark where he ushered in a custody offering and an IPO.

October 1, 2022 at 12:45 AM

Eric Clarke: Our shared clients were notified the [TDA] program would be sunset about a year ago.

Schwab Advisor Services scuttles Orion's sweetheart TD Ameritrade software deal, but Eric Clarke is hopeful a fresh romance with Apex Clearing may blossom the same way

The Westlake, Texas RIA custodian 'sunset' the 2009 Eric Clarke deal with former TDA CEO Tom Bradley that lifted both Omaha firms.

August 17, 2022 at 1:24 AM

Eric Clarke: Sales activity isn’t showing signs of a summer slump.

Eric Clarke is now in the OCIO business -- shortly after 3,400 advisors attended a Redtail CRM webinar -- which 'unlock(s) incredible cross-selling opportunities,' and all but bakes in 'no summer slump'

Orion closed its Town Square deal to sell outsourced chief investment officer services, but Orion is still madly hiring more staff and won't get to kick back for a summer lull.

July 13, 2022 at 6:05 PM

Eric Clarke: Today, we start bringing Orion and Redtail together.

Orion speed-closes Redtail purchase in 48 days, so Eric Clarke can get right to work stacking it with four other M&A deals in two years at his Omaha mothership

Clarke now 'holds all the cards' to 'own the desktop' of hundreds of thousands of advisor firms, one consultant says, but analysts wonder whether Orion really has the 'bandwidth' to make a tech stack out of so many towering silos.

June 9, 2022 at 1:39 AM

Kurt Brown: [An OCIO] is technically a TAMP but a lot more hands on.

Orion enters booming OCIO market with $6-billion AUM startup purchase, based on very firsthand knowledge

The Omaha, Neb., software and investments firm is buying Utah-based TownSquare to move upmarket to $2-trillion outsourced chief investment officer services

May 11, 2022 at 1:23 AM

Eric Clarke: There’s not one feature of [BasisCode's] platform that an RIA doesn’t need or use.

Orion buys BasisCode to tame its own data tiger including HiddenLevers and the roiling IT trove of 2,200 RIAs with $1.7 trillion AUA

Orion CEO Eric Clarke purchase builds on a strategy of developing a data capability that helps his firm keep RIAs compliant and win enterprise deals head-to-head against Envestnet-Yodlee.

November 13, 2021 at 3:38 AM

Eric Clarke: [The Riskalyze attack] certainly helped accelerate our sales and prospect pipeline, ironically.

The ironic outcome of Riskalyze's negative advertising attack on Orion's risk subsidiary is a boost in fortunes for both, though the flare-up may also have unhelpfully awoken a sleeping Morningstar

The Auburn, Calif., firm still holds an '85% market share,' says Aaron Klein, and he also doesn't regret shining a spotlight on what he disparages as 'unfruitful guesswork'.

July 17, 2021 at 3:05 AM

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