Wealthstack Roundup: Ron Pruitt Orion Wealth Management President
Also, Commonwealth Financial Network partners with iCapital.
Source: wealthmanagement.com
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Morningstar adds model portfolios from BlackRock, Fidelity, T. Rowe Price and Clark Capital
New portfolios from BlackRock, Fidelity, T. Rowe Price and Clark Capital underscore the Chicago-based firm's ambitions with independent advisors.
Source: financial-planning.com
Orion Portfolio Solutions Selects Docupace for Workflow Automation
/PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced that Orion Portfolio...
Source: prnewswire.com