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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.

As we approach the one-year mark since the onset of COVID-19, it's an opportune time to reflect on all that has changed in the financial advice industry and more importantly, what comes next.

The biggest advantage of nurture emails is that they allow you to get hyper-specific with your message. Instead of sending a general broadcast email like a newsletter, you can send only content relevant to a person’s interests.

Users of Omaha-based Orion Advisor Solution’s wealth management platform will now have access to cash management and lending solutions for their client thanks to a partnership with New York-based Focus Financial Partners.

Orion deemed 2021 “the year of the breakaway advisor” in a recent announcement, noting that it is investing in events, practical guides, pricing deals and a network of firms for advisors to “tuck into” while retaining independence.

Millions of people have started off the new year with a commitment to make 2021 different. This is the year that you and your clients are going to eat right, exercise, save more, and start that business.

With our third installment of Wealthtech Insider, I wanted to discuss the third pillar of the advisor-client journey: Investing. For years, the lion’s share of tech advances focused on investment management, because that was what clients needed and valued...

Today, we’re revisiting one of the pillars for success between advisors and clients – planning. As we look ahead to 2021, we have to envision a financial planning landscape that has been altered by pandemic, policy changes, and rapidly evolving technology.

Today, we revisit an interview from the recent past with Orion’s CMO Kelly Waltrich and Dr. Daniel Crosby on the intersection of planning, behavioral insights, and tech for financial advisors

This week I wanted to put a spotlight on the client side of advisor tech. Our industry develops a lot of tools to help advisors build advisor-client relationships that are efficient, personal, and scalable. At the same time, we interact with investors who have rapidly evolving expectations in what a digital experience should look like.