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Over the past two years, change has accelerated within the financial and technology industries, and Orion has pivoted to keep up, helping advisors solving investment problems & addressing issues with the end-investors.

Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems.  For our latest feature, we'd like you to meet Aaron Schumm of Vestwell, the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans.

Orion announced that a major executive brought on during its 2020 merger with Brinker Capital will step into a new role, AI-infused next-generation technology investor TIFIN reorganized a new division to help wealth management firms grow, and the SEC and NASAA handed down a penalty that could change the course of the development of digital assets in the U.S. for years to come.

For our latest Fintech Luminaries feature, we'd like you to meet Sabrina Bailey of Refinitiv, an LSEG (London Stock Exchange Group) business, one of the world’s largest providers of financial markets data and infrastructure, serving over 180,000 wealth advisors and connecting over 5 million investors globally.

Cybersecurity is hard and it’s filled with scary stories that can leave firms frozen in their tracks, unsure if they should be doing more. After all, what harm can happen by doing nothing and retaining the status quo, right? Well, for advice firms, this couldn’t be further from the truth. According to a KPMG Small Business Reputation & The Cyber Risk Report, financial services businesses are most likely to lose customers due to a cyber breach, with nearly two in five businesses (39%) surveyed seeing customers leave after a breach.

With critics questioning the viability of the crypto ecosystem after sustainability concerns raised by Elon Musk and others, Sarson Funds believes that crypto moves in stride with the future of sustainable finance and ESG investing.

Many wealth management firms have experienced technology providers who have oversold their software’s ability to catalyze growth in both AUM and number of clients.

In the midst of a stock market correction, the advisor community is hiring more talent, revamping products, raising capital, partnering with portfolio management solutions, and accessing more tools to increase their value proposition to clients. 

Telecommuting will be one of the lasting legacies of the pandemic. Whether that means workers go fully remote or come in a couple of days a week, no one knows for sure. But it's safe to say that the era of everyone gathering in an office Monday through Friday is mostly over.

With the holidays and then COVID hitting our household, we've taken a brief respite from publishing our weekly...