Orion Announces New Onboarding Portal
Orion announced Tuesday that it is launching a new onboarding portal with support from current partner Mineral Interactive.
FSI Partners With Valuation Platform
Members will receive a discounted rate on the self-service platform to value their firms, benchmark their practice against peers' and find growth opportunities.
Orion Integrates With FutureVault
Orion Advisor Services announced Monday that it is integrating with FutureVault, a collaborative information management platform.
RMDs Drive IRA Withdrawal Decisions: EBRI
IRA owners aren’t dipping into their accounts unless they have to, EBRI found.
The 2017 Broker-Dealers of the Year Get Real on Tech
The broker-dealer leaders discuss which technology systems they can do without.
Advisors Need to Up Their Game on Client Reporting: SS&C
A survey by SS&C Technologies Holdings found that tech investment is lagging when it comes to reporting information to clients.
AI-Powered Prospecting Tool Launches New Research Function
The prospecting platform PSMP now gives retirement plan advisors more data and helps them fine-tune their prospecting efforts.
In Asia, Fintech Not a Challenger to Banks: LexisNexis
The Asia-Pacific region has made itself a fintech leader, but established banks there are unlikely to be replaced anytime soon, according to LexisNexis Risk Solutions.
Fintech Is a Tool, Not an Obstacle, in Client Service
“In the new world of financial planning, value is derived from the ongoing dialogue as much as from the end product or plan,” Celent writes.
What Matters to Reps: 2017 Broker-Dealers of the Year on Recruiting
At the 2017 Broker-Dealers of the Year roundtable in Chicago, we asked the winners to tell us what they were hearing in recruiting meetings.