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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Orion Expands Real-Time, Cloud-Based Data Sharing with Snowflake

Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprises that serve them, has announced a new collaboration with Snowflake, the AI Data Cloud company. This initiative further enhances data access and flexibility for Orion clients, moving just-in-time reporting into the hands of the advisor. The Snowflake technology will be available to a beta group of clients in Q2 with general availability to be announced later.