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The Financial Planning Gap The benefits of providing a financial plan to clients have...

Advisortech firms are announcing more technology enhancements, and new ESG initiatives are being announced for for historically underrepresented financial advisors.

Communities, Orion’s model marketplace, helps financial advisors transform the way they personalize portfolios with unprecedented access...

Looking to enhance efficiencies, close new business, and improve client experience? So was this New York City based RIA—but they realized they couldn’t do that with the tech provider they were using. By switching tech providers, they were able to save hundreds of hours annually in operations, as well as meet specialized needs for clients at scale.

Our goals, whether they are financial or otherwise, should have two foundational elements: (a) they are specific to you, meaning they have personal value for you, and (b) they are aspirational.

On The Fuse Show, co-hosts Ryan Donovan and George Svagera of Orion Advisor Technology take a deep dive to deliver what you need to know. ..

To encourage advisors to volunteer their expertise in a time of extraordinary need, Orion Advisor Solutions now offers Orion Planning, an intuitive, modern financial planning tool for advisors, free of charge to all advisors serving pro bono clients, regardless of whether they use Orion’s comprehensive wealthtech platform.

AdvisorTech-focused firms have been busy in the capital markets, doing M&A deals, raising equity and debt, pursuing bank licenses and jumping on the SPAC bandwagon.

Advisortech-focused firms have been busy in the last week raising capital, being crowned as unicorns and fueling consolidation in the space. Here is a roundup of the latest developments.

The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...