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Top News In ஒரையந் போர்ட்‌ஃபோலீயோ தீர்வுகள் Today - Breaking & Trending Today

The ironic outcome of Riskalyze's negative advertising attack on Orion's risk subsidiary is a boost in fortunes for both, though the flare-up may also have unhelpfully awoken a sleeping Morningstar

News, Vision & Voice for the Advisory Community
The Auburn, Calif., firm still holds an 85% market share, says Aaron Klein, and he also doesn t regret shining a spotlight on what he disparages as unfruitful guesswork . ....

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The latest in financial #AdviserTech — April 2021

The latest in financial #AdviserTech April 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
April 19, 2021
35
MINS
This month’s edition kicks off with the big news that AssetMark has acquired UK financial planning software provider Voyant for $145 million, with plans to bring the planning software as a new competitor to the U.S. (in addition to likely integrating it deeply into AssetMark’s own technology stack)The deal highlights both the ongoing rise of financial planning, the dearth of new financial planning competitors with enough market share for strategic acquirers, and the reality that financial planning software continues to be an appealing synergistic value-add not only to investment-centric firms offering financial planning but also asset managers and TAMPs trying to expand into working with more planning-centric advisers. ....

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Orion Acquires Risk Analytics Provider HiddenLevers

From portfolio stress tests to RIA business intelligence, the merger will help Orion compete with Envestnet.
Eleven years after co-founders Praveen Ghanta and Raj Udeshi quietly launched their risk analytics platform startup HiddenLevers, the pair now find themselves announcing their firm s acquisition by a far larger entity: Orion Advisor Solutions.
After a long stretch of steady, organic platform development and customer growth, the plucky little Decatur, Ga.–headquartered HiddenLevers has won over thousands of individual advisors and made several key partnerships and customer wins (most notably Carson Group and Focus Financial Partners).
Now the firm and its technology will be embedded into key areas of the well-known Orion tech stack, enabling that firm to compete all the more effectively with the likes of industry behemoth Envestnet and others. ....

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An Innovative Joint Venture Between Orion Advisor Solutions and Focus Client Solutions Will Add Cash Management and Credit Capabilities to the Orion WealthTech Platform

An Innovative Joint Venture Between Orion Advisor Solutions and Focus Client Solutions Will Add Cash Management and Credit Capabilities to the Orion WealthTech Platform
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Focus Financial Partners: An Innovative Joint Venture Between Orion Advisor Solutions and Focus Client Solutions Will Add Cash Management and Credit Capabilities to the Orion WealthTech Platform

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Joint venture will offer advisors a comprehensive approach to addressing clients needs via an open-architecture framework
NEW YORK, NY / ACCESSWIRE / January 27, 2021 / Orion Advisor Solutions and Focus Financial Partners Inc. (NASDAQ:FOCS) announced today the formation of an innovative joint venture that will add a competitive array of cash and credit solutions and related services developed by Focus Client Solutions ( FCS ) to Orion s comprehensive WealthTech platform.
FCS, a subsidiary of Focus Financial Partners, LLC, has developed relationships with a national network of banks and non-bank lenders to provide these solutions to Focus partner firms. FCS offers access to cash management and lending alternatives for personal, business and nonprofit needs, empowering advisors to compete with private banks and wirehouses. Advisors have access to these capabilities through the FCS credit portal, a powerful, digital client interface. The joint venture will put simila ....

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