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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.

There’s nothing like a good surprise to keep us humble and ready to learn, and there’s a nice surprise embedded in...

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

Is AI in a Bubble? Any time an emerging technology captivates consumer attention and generates tremendous amounts of investor excitement, market watchdogs begin to ask...

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

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

Publisher's Note: In this brave new world that has emerged as generative AI has become more mainstream, guess what?  The bad guys and the...

In yet another busy week for financial AI, a clear pattern emerged: Insurtech, or technology used by the insurance industry and insurance consumers, is...

The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...

The Founders Arena WealthTech Accelerator has announced the selection of the next cohort of companies that will be joining its second global accelerator program beginning April 22, 2024.