Advisors adapted to portfolio management technology and robo-advisors. They also will they adapt to AI, says the LPL Financial exec. Host: Greg Bartalos. This transcript was prepared by a ...

Orion Showcases the Future of Advisor Technology with Orion Denali AI — the Enterprise Intelligence Platform at the Core of Its AI-First Ecosystem Orion Denali AI unites data, workflows, and insights ...

Summit Financial, a fast-growing RIA platform with more than 150 advisors and $23 billion in assets, has taken a modular approach. The firm announced Wednesday that it has expanded its advisor ...

If you regularly read wealth management media, you’ve likely seen the name Tim Welsh. Welsh is a frequent speaker at events and a consultant to firms looking to navigate the investment advisory ...

According to advisers surveyed by Orion, disconnected technology is their primary technology-related pain point—for the second year in a row. In 2025, advisers will continue to use and implement ...

Across the wealth management industry, firms have made impressive progress digitizing operations, improving efficiency, and elevating client experiences. Yet these shifts are ongoing. As technology ...

As many financial advisors have noticed, 2025 was a transformative year in wealth management, especially for artificial intelligence in technology stacks. While 2025 was largely about experimentation ...

Global robo advisor market value is predicted to reach $2.4 trillion in less than five years, according to data compiled by BuyShares. The expansion represents a compound annual growth rate of 26%, ...

Advisors often see a significant drop off in assets when they switch firms, according to research compiled by Cerulli Associates. The firm found that advisors who move from one broker-dealer to ...

OMAHA, Neb.--(BUSINESS WIRE)--Orion Advisor Technology, LLC (“Orion”), the premier technology provider for registered investment advisors, today announces the release of its new intuitive marketing ...