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Orion Aims For New Horizons With Trio of New Growth and Marketing Leaders
Following its groundbreaking merger with Brinker Capital and strategic acquisition of HiddenLevers, Orion Advisor Solutions has assembled a new team of growth and marketing executives to fuel its ongoing innovations to win new business.
AI & Finance™ | News for the Week Ending 9/11/26
Summer's over in my shore town.
Our traffic's back to nearly tolerable levels, the lines at the grocery stores and gas stations are shorter,...
The Not-So-Secret Recipe for Keeping Regulation-by-Enforcement Alive
A Second Circuit decision earlier this year showed the classic recipe is still on the menu—and then the SEC quietly pulled one dish off...
AI & Finance™ | News for the Week Ending 9/4/26
We like AI. We use AI. We rely on AI. But, we still don't trust AI. Kind of sounds like a quote from The...
AI EDUCATION: What Is Social Engineering?
Each week we find a new topic for our readers to learn about in our AI Education column.
We are of the generation that started...
Our Law Clerk Believed the Casebook. A Year Later, He Doesn’t.
He reached his own conclusion by watching what happened to the clients he helped
By Nick Morgan, Founder and President, ICAN Law
Somewhere on a law...
Nobody Traded Mortgages Either
By Thomas Fugelsang, Managing Director, Entoro Capital, LLC
The voluntary carbon market has spent a decade trying to make the credit better. A project can...
AI EDUCATION: What Is ISO 42001?
Each week we find a new topic for our readers to learn about in our AI Education column.
Are financial services employees licking radioactive paintbrushes?
The...
Advisor Tech Talk (Week of 8/24/26)
Technology should make financial advice more abundant and more accessible.
It might not make wealth management any cheaper—particularly from the client perspective.
Welcome...
AI EDUCATION: What Is Agentic VoIP?
Each week we find a new topic for our readers to learn about in our AI Education column.
Sometimes change doesn’t happen incrementally. It happens...