(The Telegraph) - The underlying principle of putting your eggs in more than one basket is alive and well.
....to read the rest of this story see the following:
https://www.telegraph.co.uk/business/2022/04/13/keep-calm-carry-investing-shares-bonds/
By Tom Stevenson
April 13, 2022
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?”
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