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115 articles
Eight months into her reign as CEO at the Omaha-based RIA software and investments powerhouse, Wolfsen is unleashing standalone rebalancing and risk software and tailoring pricing and service levels to match customer needs
Orion President Brian McLaughlin used snail mail to break the news and explain necessity; Omaha, Neb., firm is sharing in the pain of data price increases.
The big companies like Orion, Envestnet and Invent cement the 20th anniversary of the Joel Bruckenstein event with bundle-ism, but green sprouts of new firms are everywhere; the kids get AI
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
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
The Los Angeles broker-dealer nabbed the Fidelity legend to take its $118-billion AUM and 8,000 advisors higher, just as Orion -- also majority owned by Genstar -- makes a similar move.
The New York rollup's market cap is pegged at $4 billion, hence a free pass on bad news; Alan Moore updates hiring; Brian McLaughlin make rote texting more optional; Blockchain might rewrite custody?
The ex-Schwab/Fidelity RIA custody chief was a turnaround CEO at AssetMark where he ushered in a custody offering and an IPO.
The Orion CEO is yielding day-to-day power in the software sphere to the Redtail founder so he can think about integration from 30,000 feet with an unusual LPL entrepreneurial talent in Wilson.
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.
Black Diamond, Orion Tamarac and Addepar built a $10 trillion mountain of AUA by taking RIAs to the cloud, but a number of firms are emerging to challenge the status quo.
The Redtail CEO and founder will now be an Orion board member and major shareholder but arrived at his friend's vision and mindset at his own pace.
The Chicago TAMP grew fourfold in four years before J.P. Morgan Asset Management and Kayne Anderson Capital Advisors made a big investment in the recharged no-name
The Overland Park, Kansas RIA, with $40-billion in AUM, needed to address heightened volatility fears post-2020 but also choose software his advisors were eager to use
Having doctors and nurses is the crowning touch to form the smallest bubble possible, making attendees accountable and sparing no expense to avoid COVID superspreading.
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