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The back-office software provider Docupace has new financial partners. The Homel, New Jersey-based fintech firm announced a “strategic majority investment” from Genstar Capital, a...

June 29, 2020 08:00 AM Eastern Daylight Time OMAHA, Neb. & BERWYN, Pa.--(BUSINESS WIRE)--Orion Advisor Solutions, the premier provider...

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.

Move over millennials, Gen Z is taking over—and in this edition of Advisor Tech Talk, we’ll take a moment to consider...

By Christopher Robbins Believe it or not, this holiday week in digital wealth was a busy one. On the...

By Christopher Robbins There are several different aphorisms attributed to various philosophers that all...

Orion Advisor Solutions has announced the acquisition of Atlanta area-based wealthtech firm HiddenLevers, a risk analysis, investment process, and executive oversight platform serving the asset management and wealth sectors.

After a busy 2020, TAMPs are making a splash again in 2021.