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Press Release 2

Orion and BNY Mellon’s Pershing Expand Relationship, Deepen Tech Integrations

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Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today announced that it has expanded its relationship with BNY Mellon’s Pershing (“Pershing”) through a series of technology integration upgrades.
Press Release 1

BNY Mellon Launches New Digital Assets Division

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BNY Mellon today announced the formation of a new enterprise Digital Assets unit that will accelerate the development of solutions and capabilities to help clients address growing and evolving needs related to the growth of digital assets, including cryptocurrencies.

Fintech Luminaries – Meet Lori Hardwick of WealthTech

For the next feature in this series, we’d like you to meet Lori Hardwick, one of the predominate voices in Fintech today. Her background includes executive roles at Envestnet (Group President), Pershing, a BNY Mellon Company (COO), and Advisor Innovation Labs (Co-Founder). Lori has a consulting business as CEO, WealthTech, for RedRock Strategic Partners and is also on the Strategic Advisory Board for Genstar Capital. She is currently serving on 4 corporate boards in the financial services industry including Cetera Financial Group, Orion, Riskalyze and Vestwell.
zCindy-New

DWN Publisher Notes For 5/8/24

Friends, we like to deliver the news - just the news - on the finserv technology industry, and then pepper it with some solid thought leadership.  But every now and then, we'll also lthrow in a jolt - akin to a cold shower - like our Gray/Black Swan piece this week - just to make sure you're awake. READ UP!!

The Week in Digital Wealth (5/6/24)

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Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...
zCindy-New

DWN Publisher Notes For 5/1/24

Friends, we have some fascinating content this week - including a look at the difference between financial wellness and financial independence, how women are evolving the wealthtech industry (and the challenges they still face) and two very different but compelling looks at the marketing landscape in the finserv currently. READ UP!

Advisor Tech Talk (Week of 4/29/24)

Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...

Decentralized Diaries for the Week of 4/29/24

The industry (has certainly) moved past the speculative phase, where cowboys reigned and anything was possible. Innovations still happen, but progress is (now) governed...

Advisor Tech Talk (Week of 4/15/24)

Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...

Advisor Tech Talk (Week of 4/8/24)

It’s past time to put one of the ongoing advisor technology debates to bed.  For nearly 15 years, advisors and the workers...