Orion Integrates Data Aggregator Quovo as T3 Tech Conference Kicks Off
The deal will bring aggregated data from thousands of financial institutions to a leading portfolio trading and rebalancing system.
What Advisors Can Learn From Robo-Advisors: Orion’s Clarke
Robo-advisors create a “huge opportunity” for traditional advisors, according to Eric Clarke, president of Orion Advisor Services.
Robo-Advisors: What You Can Learn From Their Technology
To begin, robo-advisors generally excel in their overall website experience, especially as it relates to describing their offering to prospects, and there's more to learn.
New Hire Roundup: Prudential Names Ward Head of Stable Value
In other new hires, HighTower announced that Kimberly Hollenbeck will join the firm as executive director of business development.
Junxure Cloud CRM Unleashed
Junxure announced the general release of its cloud-based customer relationship management solution for financial advisors.
Top Portfolio Products: New MLP Fund From Salient
Covestor to launch no-management-fee ETF portfolios; Redhawk Wealth adds SCANalytics.
A 5-Step Process to Utilize Your Existing Technology: Level 1—All in Your Head
Most advisory practices get stuck on level one of software utilization: employees figure it out on their own, and it lives in their heads.
Orion Launches Open-Source Client Portal
Orion has launched a redesigned client portal that uses open-source code so other providers can build their own pages to integrate into the site.
Fraud Prevention, Robo-Advisors and Key Takeaways: 2014 T3 Advisor Tech Conference
At T3, the custodians discussed ID theft and wire fraud, "middleware" providers were in evidence and the rise of robo-advisors was acknowledged.
The Buzz, the Cloud and Product Intros: 2014 T3 Advisor Tech Conference
We may have reached a turning point where advisor tech decisions are less about software and more about navigating a patchwork of integrations.