Category: News

02
May

Open New Accounts in Minutes With Orion’s Latest TD Ameritrade Integration Enhancements

Long-time partners Orion and TD Ameritrade are announcing the release of a new enhancement to their current integrations that will opening accounts easier and more streamlined. Learn more about TD Ameritrade Institutional’s Veo® Account Opening Wizard Integration.

The post Open New Accounts in Minutes With Orion’s Latest TD Ameritrade Integration Enhancements appeared first on Orion Advisor Services.

25
Apr

Find Your Fosbury Flop: Innovating on the Fundamentals

Innovation doesn't necessarily mean changing your entire approach to investment management. Learn more about creative ways to improve the client experience from Eric Clarke, founder and CEO of Orion Advisor Services.

The post Find Your Fosbury Flop: Innovating on the Fundamentals appeared first on Orion Advisor Services.

24
Apr

Orion Founder and CEO Honored as One of Industry’s Most Innovative

Orion’s founder and CEO, Eric Clarke, has been named an InvestmentNews 2019 Innovator. Read more to see how Eric’s influence has shaped advisor technology over the years.

The post Orion Founder and CEO Honored as One of Industry’s Most Innovative appeared first on Orion Advisor Services.

11
Apr

NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team

NorthStar Financial Services Group, LLC, the parent company of Orion Advisor Services, FTJ FundChoice, LLC, CLS Investments, LLC, and Constellation Trust Company, announced today that it will be renamed Orion Advisor Solutions and unify its subsidiaries under the Orion brand identity. The initiative enables the company to deliver a more robust and connected advisor experience featuring best-in-class technology and investment flexibility.

The post NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team appeared first on Orion Advisor Services.

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.