Orion Advisor Services Integrates With Advizr to Streamline Processes
Orion’s portfolio accounting software will feed directly into Advizr’s streamlined financial planning application
United Capital Adds 23-Member Wealth Management Team
A Denver-based wealth management firm with $2 billion in AUM happily casts it lot with United Capital, becoming its biggest acquisition to date.
Why Is the 401(k) Industry Getting Such a Bad Rap?
It’s been pointed out again and again that 401(k)s don’t offer the same benefits that came with pension plans. But is the industry so bad?
Mergers: A Tech Nightmare for Advisors
No one presumes that technology integration between big financial services firms will be headache-free, but such unions can unleash tech fiascoes. At stake: advisor productivity and morale.
Those Under-50 Clients: Goldmine or Just the Shaft?
A Cisco study on tech use by and advice preference of younger investors shows the opportunity, and danger, they pose for independent advisors.