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Wealthtech Executive Moves
The week after Thanksgiving brought several high-profile executive announcements across the fintech and wealthtech spaces.
Smarsh, the digital communications content-focused regtech enterprise, continues to expand...
Post-Pandemic Martech: Greater Focus on Lead Gen for Wealth Firms
Marketing technology for financial advisors and wealth management firms, which exploded in popularity during COVID-19 social distancing and remote work policies, arguably have become...
NewEdge Advisors Appoints Former LPL Recruiting Leader President
Parthenon Capital-backed NewEdge Advisors announced the appointment of Steve Pirigyi, a former Executive Vice President of Business Development at LPL Financial, as its new...
Orion Ascent, the Flagship National Advisor Conference, Announces Initial Agenda and Registration Details
OMAHA, Neb., Oct. 20, 2022 – Orion Advisor Solutions today unveiled the initial three-day agenda and speaker line-up for Orion Ascent 2023, the financial...
The Decentralized Diaries For The Week of 10/17/22
EDITOR'S NOTE: We're pleased to continue our new "The Decentralized Diaries" series - now on week 2 - covering the...
Orion Advisor Solutions’ Inaugural Mind and the Market Investor Sentiment Survey Released
OMAHA, Neb., September 19, 2022 – Orion Advisor Solutions’ inaugural Mind and the Market Investor Sentiment Survey reveals that 66% of investors have a...
Top 5 VC Deals of the Week in Digital Wealth (9/13/22)
Anybody remember THE BLUES BROTHERS out there? One of my favorite movies EVER (I love the blues,...
Orion Advisor Solutions Announces New Strategic Operating Model
OMAHA, Neb., September 6, 2022 – Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced today a new strategic...
Top 5 VC Deals of the Week in Digital Wealth (8/30/22)
Here we go - heading into Labor Day - and the deals in fintech are waning somewhat. ...
Crypto Sector Consolidation is Underway & BTC Adoption is Flourishing in Other Countries
Ah, crypto. Much followed and certainly debated. As everyone is aware (or, almost everyone) this year has not been kind to the...