Category: News

21
Jan

TAMPs Competing In A Fragile Market Ask: Scale or Service, Product or Platform?

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 TAMPs Competing In A Fragile Market Ask: Scale or Service, Product or Platform? appeared first on Orion Advisor Services.

17
Jan

Fintech isn’t Just for Kids

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 Fintech isn’t Just for Kids appeared first on Orion Advisor Services.

11
Jan

What to Look For When It’s Time to Change Your Advisor Tech

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 What to Look For When It’s Time to Change Your Advisor Tech appeared first on Orion Advisor Services.

11
Jan

Boomers still loom large in the future — but don’t count millennials out

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 Boomers still loom large in the future — but don’t count millennials out appeared first on Orion Advisor Services.

10
Jan

LPL’s largest hybrid RIA offers new home for wirehouse teams

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 LPL’s largest hybrid RIA offers new home for wirehouse teams appeared first on Orion Advisor Services.

12
Oct

The Question Advisors Need to Ask Fintechs: What About Your Funding?

When fintech companies seek to launch or grow, one question often becomes paramount: Where will the funding come from?

The post The Question Advisors Need to Ask Fintechs: What About Your Funding? appeared first on Orion Advisor Services.

07
Sep

Ascent 2018 Day 3 Recap: FUSE Winners and a Reformed Broker

On the final day of Ascent, we brought our two major conferences--Fuse 2018 & Ascent 2018--together as advisors watched presentations from our integration partners and then got to vote for their favorite. Check out the Fuse Best-in-Show winner in today’s post.

The post Ascent 2018 Day 3 Recap: FUSE Winners and a Reformed Broker appeared first on Orion Advisor Services.

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.

17
Apr

NorthStar Financial Agrees to Acquire FTJ FundChoice

We’re excited to announce that our parent company, NorthStar Financial Services Group, will acquire FTJ FundChoice. Find out how the synergies created between our firms will help Orion enhance the capabilities of our trading platform.

The post NorthStar Financial Agrees to Acquire FTJ FundChoice appeared first on Orion Advisor Services.