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Instead of a sale, Orion’s private equity backers are reinvesting to help grow the company’s presence in the TAMP marketplace.
July 2 -
Companies that connect advisors and carriers are seeing a surge in use.
June 17 -
The company is known for helping fintechs connect to banks and wealth management firms. Now it wants to help the firms catch up.
May 19 -
Amid the coronavirus pandemic and lockdowns, advisors are relying on the firm’s technology more than ever.
May 14 -
Fintechs are offering deep discounts or even free service to hold on to advisors and attract new customers.
April 9 -
The technology provider has become a leading data aggregator. But questions have surfaced about its use of customer data.
January 17 -
The partnership will likely help both industry titans with their long-term strategic plans.
January 9 -
The No. 1 IBD adapted the Envestnet planning software to its digital advisor workstation as it looks for ways to maximize advisors’ efficiency.
January 9 -
The interim CEO opens up about the loss of friend and partner Jud Bergman and reveals company strategy going forward at MarketCounsel.
December 12 -
The leading TAMP partnered with an exchange to offer advisors access to prequalified loans for clients.
October 16