Edelman has shifted its advisor technology setup to Orion after using rival Envestnet for about eight years, according to the ...

Orion today announced its collaboration with Edelman Financial Engines (EFE) to provide advisor technology and investment management solutions in support of EFE's planning teams. EFE, one of the ...

Edelman Financial Engines has selected Orion as its wealth technology partner, unifying core advisory functions on a single ...

Reed Colley was named president of Orion Advisor Technology in January. Things were set into motion in September 2024, when Brian McLaughlin, his predecessor, announced he was stepping down — major ...

OMAHA, Neb.--(BUSINESS WIRE)--Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, has unveiled the results of its inaugural wealthtech survey ...

OMAHA, Neb.--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced the appointment of ...

New York City-based alts platform CAIS announced expanded partnerships with three major wealthtech firms: Envestnet, Orion and Vestmark. The integrations will enable users to manage public and private ...

Top Broker-Dealer Enhances Advisory Capabilities with Cutting-Edge WealthTech Solutions CHICAGO, May 13, 2025 /PRNewswire/ -- Arete Wealth, a leading broker-dealer and registered investment advisory ...

The world of wealth tech continues to turn this week, with two names announcing new hybrid RIA partnerships while a startup unveils an integrated AI solution to address firms' compliance, ...

Over the past decade, Orion Ascent has established itself as the industry’s premier advisor event, bringing together nearly 2,000 top financial advisors, innovative fintech providers, wealth ...

Orion, a premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced the addition of a diverse lineup of separately managed ...