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Nothing is too big to fail. Not businesses, not people, empires or even countries. Sometimes it's a slow "death," sometimes its quick and messy and sometimes its a combination of those two.

Many firms found themselves switching to digital forms of engagement almost overnight, and further discovered that their efforts left investors underwhelmed

Now that a bitcoin ETF is in the mix, the competition is already heating up. One firm has made it easier for RIAs to access bitcoin and other cryptocurrencies. And wealthtech firms are continuing their push toward automation. 

As I reviewed our columns going back to the first of the year, it was abundantly evident that the deal sizes have ratcheted up as the year has progressed. I'll also admit, it felt weird to leave out deals in the $500M - $600M range. But those did not make the list, incredibly.

As humans, we don’t like change very much. Some acknowledge change but resist it as much as possible. Others live in denial, convinced they’re keeping up with the times, while they slip into obscurity or become antiquated. But small and mid-size business owners can’t afford to do either; they must embrace change to be successful.

Today, Orion’s CMO Kelly Waltrich speaks with Orion CIO Rusty Vanneman about why industry heavyweights like Fidelity and BlackRock are embracing model strategies..

TOM Group Limitedhas entered into an agreement to make a follow-on investment in MioTech, a Hong Kong/China based artificial intelligence platform which provides comprehensive ESG solutions to financial institutions and listed companies in the Greater China region using cutting-edge machine learning and natural-language processing technology