AI-Powered Meeting Prep Among New Orion Platform Upgrades
By John ManganaroOrion announced a series of updates across its technology ecosystem at its Ascent 2025 Conference in Orlando.
February 04, 2025
LPL to Expand Alts Offerings in HNW PushAlternatives are an important tool for advisors serving wealthy clients, CEO Rich Steinmeier says.
February 04, 2025
Groups Sue Treasury Over DOGE Access to Social Security Payments"The scale of the intrusion into individuals’ privacy is massive and unprecedented," two unions and a retirees' group say.
February 04, 2025
RFK Jr. Clears Senate Committee, Heads to Full Vote to Lead HHSThe committee voted along party lines; 14 Republicans voted to support him, while 13 Democrats did not.
February 04, 2025
Apex Clearing to Pay $3.2M Over Securities Lending Program"Customers were exposed to risks but did not receive any of the borrowing fee," FINRA says.
February 04, 2025
1 in 4 Clients Would Consider Switching Advisors After $1M Inheritance: SurveyWhile overall satisfaction rates are high, millennials are the most likely to invest a windfall elsewhere, Orion finds.
February 04, 2025
Social Security Claiming: The Case of the Sole BreadwinnerJust because one spouse earned all the income doesn’t mean a couple shouldn’t carefully coordinate their claiming strategy.
February 03, 2025
Crypto and Your Clients: New Funds, More Demand, Still Lots of RiskAs new crypto vehicles emerge and enthusiasm keeps growing, more advisors are adding digital assets to portfolios.