Orion Unveils Custom Indexing Tech for Advisors: Tech Roundup
By Jeff BermanAlso, Orion's wealthtech survey shows tech spending to "remain strong and steady" in 2023 despite "macro-economic headwinds."
March 01, 2023
Does BlackRock's Sale of FutureAdvisor to Ritholtz Deal Death Blow to Robos?The deal signals "big asset managers' digital efforts are over," says Tim Welsh of Nexus Strategy. Others disagree.
February 28, 2023
Integrated Partners Buys $2B RIA Near San DiegoThe acquisition of Laurel Wealth Advisors is Integrated's first.
February 27, 2023
PE Firm to Buy Focus Financial at $7B ValuationThe firm's board has approved Clayton Dubilier & Rice's offer of $53 a share.
February 23, 2023
Orion Launches Advisor Academy: Tech RoundupAlso, Dynasty Financial Partners selected BridgeFT's WealthTech API to power its integrated wealth technology,
February 22, 2023
Dan Wheeler, Influential DFA Leader, Dies at 77Millions of investors now enjoy fee-based advice and low-cost funds because of Wheeler's work.
February 22, 2023
Avantax Reports Recruiting Surge in 2022The tax-focused wealth firm, formerly Blucora, said recruited assets rose 79% from 2021.
February 21, 2023
More Advisors Would Have Custody Under New SEC Plan. Here's How.The Safeguarding Rule would cover more advisor activities and require "extensive" new relationships with custodians, legal experts say.