THE BLOG

26
Jul

Vet Your Tech Like an Executive Hire

Why should you care about the culture of the firms that provide your advisory practice’s technology? As long as your tech stack does what you need it to do, everything else is immaterial, right? Not quite. Read more of our CEO Eric Clarke's thoughts on why you and your technology partners need to evolve in the same direction toward a shared vision for the future. 

The post Vet Your Tech Like an Executive Hire appeared first on Orion Advisor Services.

10
May

Stop Buying Advisor Technology Like It’s the 1990s

Orion’s CEO, Eric Clarke, writes in Financial Planning Magazine, that advisors will struggle to stand out if they all use the same bundled tech stacks with the same reporting and portfolios. Read more of Eric’s advice on choosing technology to best fit your business model.

The post Stop Buying Advisor Technology Like It’s the 1990s appeared first on Orion Advisor Services.

03
Apr

It’s 2018: Do You Know Where Your Client Data Is?

Knowing where your data ends up is a big deal, not just to your clients but also to your firm. The ultimate responsibility for data security may be defined in the small print of contracts with third-parties, but what can be done? Eric Clarke, Orion's CEO discusses where to start.

The post It’s 2018: Do You Know Where Your Client Data Is? appeared first on Orion Advisor Services.

09
Jan

The History Of The Buttonwood Agreement—And Why It Matters For Orion Eclipse

history buttonwood agreement

The Buttonwood Agreement plays an important part in the history of the stock market, and now it’s part of the history of Orion Eclipse.

The post The History Of The Buttonwood Agreement—And Why It Matters For Orion Eclipse appeared first on Orion Advisor Services.