OMAHA, Neb.--(BUSINESS WIRE)--Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, today announced the theme for Orion Ascent 2024: "Unstoppable ...

Orion becomes second advisor tech firm to earn the AI management certification, joining roughly 100 organizations worldwide ...

Orion Ascent 2027, the financial industry’s signature wealthtech event, will take place February 22–25, 2027 at the Hyatt ...

On Wednesday, wealthtech company Orion Advisor Solutions announced the launch of Orion Advisor Academy, “a new on-demand learning platform that provides practical, actionable education for advisors to ...

Orion today announced it has achieved ISO/IEC 42001 certification, the first international standard for artificial intelligence management systems. The certification, awarded following an independent ...

Orion Advisor Solutions is expanding its capabilities as a turnkey asset management provider by acquiring TownSquare Capital, a boutique investment and trading firm. With $6 billion in assets under ...

Orion Advisor Solutions, which is backed by Genstar Capital and TA Associates, has agreed to acquire Redtail Technology, a web-based client relationship management software firm serving the wealth ...

Orion and Flourish today announced an expanded integration that helps advisors bring client cash more fully into the wealth management experience. The enhanced integration allows advisors to initiate ...

Orion Advisors Solutions, one of the largest turnkey asset management platforms that supports more than 2,300 advisory firms, has acquired Redtail Technologies, the developer of the most popular ...

Orion Advisor Technology and Flourish have deepened an existing integration that pulls client cash accounts into the Orion platform, addressing a segment of household assets that has traditionally sat ...

Nimesh Patel: 'We don't want to have to become an Orion. That's a big lift.' Orion Advisor Solutions is cutting out the data middleman-- namely itself-- on behalf of RIAs to reduce T+1 transaction ...