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From Tools to Solutions: How Orion Is Redefining Advisor Technology

by Madeline Garfinkle Contributor
Orion’s AI-first TAMP integrates fragmented data into unified solutions, eliminates workflow barriers, and helps advisors deepen client relationships.

Featured

Berkshire Hathaway Lifts New CEO Greg Abel’s Salary To $25 Million

Greg Abel, the newly minted Chief Executive of Berkshire Hathaway, is getting a bump in salary.

America's Midsize Businesses Express 'Cautious Optimism' For 2026 After Exuberant 2025: JPMorgan Survey

Optimism about the US economy has been tempered at America's midsize businesses.

JPMorgan’s Asset Management Will No Longer Use Controversial Proxy Advisors For Shareholder Votes

JPMorgan said its asset management unit is fully eliminating the use of proxy advisors.

Recent

Advisor Technology

Pluto Launches an AI-Powered Lending Platform to Unlock Liquidity in Private Markets, Backed by Leading Credit Investors

Pluto Financial Technologies, Inc. has launched the first AI-powered lending platform purpose built for private markets.

Portfolio Construction

Wall Street Clashes on Nvidia's AI Cycle Expiration Date Following Jensen Huang's CES Keynote

Jensen Huang may have just delivered his most ambitious blueprint yet, but Wall Street is increasingly divided on whether Nvidia's growth.

The Trust Advisor

Estate Planning Helps ‘Forestall Bad Outcomes,’ Author Says — You Need Some Key Documents Even at Age 18

After Beth Pinsker’s father died her mother set up estate plan that included POA a legal document that gives permission to make financial decisions.

ETF Innovators

AI for Rebuilding the Military: Inside U.S. Global’s WAR ETF Strategy

Defense investing has changed. Military capability now depends as much on semiconductors and data centers as on traditional weapons systems. Frank Holmes, CEO of U.S. Global Investors, built the WAR ETF around capturing both dimensions—allocating to chips, cybersecurity, and aerospace. With global defense spending reaching $2.7 trillion and AI in defense projected to grow at 30% annually, the fund seeks exposure to the technological infrastructure reshaping modern warfare.

  • More Articles

Popular

The Trust Advisor

Amy Schumer Takes a $1.25 Million Loss on Iconic NYC Brownstone Amid Divorce

Practice Management

Private Equity Management Fees Hit New Low in 2025

The Trust Advisor

Warren Buffett Tells Parents to Let Kids See Their Will First and Understand Their Estate Plans

FundFocus

AI Boom Is In Early Bubble Phase, Bridgewater Founder Ray Dalio Says

The Trust Advisor

FBI Searching for Fake Heiress Who Stole $30 Million From California Banks

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