Direct indexing. It’s a term that gets thrown around a lot, but what does it really mean? And how does it work?
In this short video you’ll learn what makes direct indexing different from traditional passive investment vehicles as well as its advantages for many investors when it comes to tax, ESG, and other customizations.
AI, chips, and robots dominated CES 2026. It's just the beginning.
Orion is reshaping advisor technology by moving beyond tools to deliver AI-powered solutions that truly serve advisors. From integrating fragmented data across platforms to eliminating workflow barriers, Orion’s approach focuses on empowering advisors to scale efficiently while deepening client relationships. Discover how this technology revolution is helping advisors focus on what matters most: answering clients’ fundamental question, “Am I going to be okay?”