Wealthtech Insider

Technology has evolved in tandem with the RIA space, Ten years ago, technology was acquired by firms in an a la carte manner, with the firms looking for specific solutions to specific problems.

Outsourced chief investment officer solutions, or OCIOs, have been available for a while, but were often viewed as higher touch versions of turnkey-asset management platforms.

Why do clients choose you as a financial advisor over your competitors? Data can help you provide real proof of your soft skills. Here’s how data can become a differentiator for your financial advising practice.

More than a third of advisors want more control over their business when going independent or switching their broker dealer, but one wrong step, could cause significant legal issue to arise. 

Behavioral finance has enhanced financial planning by working to address people’s behavioral & emotional needs around money, acknowledging that emotional decision making is the genesis of many financial errors.

A good technology partner is always thinking ahead, so that wealth management firms can focus more on thinking about what’s next for their clients.

Orion’s experts have shared 10 next-generation upgrades to the Orion platform that will enhance the experience for investors while making advisors’ lives a lot easier.

It’s common for advisors to have a love-hate relationship with their technology—most advisors got into the business out of a love of working with people or investment portfolios, not out of a love of using software.

Orion Advisors Solutions is taking another big step towards offering advisors and their clients a fully integrated, seamless technology experience by beefing up their automated marketing efforts.

As a financial advisor, planning is probably the greatest service you offer to your clients. That same careful planning is necessary when it comes to your business’s marketing strategy.