Orion Advisor Technology, an Omaha, Nebraska-based fintech company, has launched a digital marketplace of discounted practice management resources and an online community of advisers and firms interested in M&A transactions.
The service, called the Orion Network, offers advisers access to preferred rates from more than 100 third-party service providers offering group health insurance, IT assistance, payroll, marketing, compliance and back-office related services.
For its M&A service, the digital platform uses an algorithm to match buyer and seller profiles based on shared goals, including transitioning from a broker-dealer to the independent RIA model, succession planning, talent acquisition or inorganic growth.
The leadership changes coming in June, which also include wealth management and digital unit heads, come as the firm pushes to offer more comprehensive services.
Strategist sees relatively little risk of the university losing its tax-exempt status, which could pose opportunity for investors with a "longer time horizon."
As the next generation of investors take their turn, advisors have to strike a fine balance between embracing new technology and building human connections.
IFG works with 550 producing advisors and generates about $325 million in annual revenue, said Dave Fischer, the company's co-founder and chief marketing officer.
Five new RIAs are joining the industry coalition promoting firm-level impact across workforce, client, community and environmental goals.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
