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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.

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.

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.

Friends, voting for the election will be over soon...possibly.  Perhaps there will be a new president, perhaps not.  To say we (all) have election fatique would be an EXTREME understatement but we NEVER have digital wealth or AI fatique!  And to that end, we had an extremely busy news week...READ UP!

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Friends, you must check out Chris Robbins' opener in this week's Advisor Tech Talk about the state of continuing education in the industry and the endless industry events (are they really worth it?)  Meanwhile, in Defi Diaries, we explore Blackrock's continued foray in to BTC and that's just the tip of the iceberg in this week's industry news coverage...READ UP!

Innovation resumed its front-seat status, with partnerships giving rise to fast-paced deployments. Interestingly, there are a few "old vs. new" solutions that reflect everyday...