Orion: What The HiddenLevers Acquisition Means
The acquisition puts Orion further along in what appears to be a plan to compete head-to-head with Envestnet and may challenge Riskalyze as well.
Recent
SEI Now Runs $100B In Collective Investment Trusts
Target date products for fund sponsors are the biggest factor in a 20% leap in AUA over the past year, with Nuveen and others jumping at the chance.
Dynasty Making Big Talent Grab As Independent M&A Accelerates
Recruiting staff from JPM, UBS and elsewhere validates the firm's aggressive post-COVID competitive posture, especially when it comes to advisor M&A.
Envestnet Buys "Wealth Visualization" Tools For Client Portal
Enhanced client portal features a detailed cash flow report and advanced estate and legacy planning tools that let UHNW clients check their trusts.
2 Mistakes Advisors Make When Picking A TAMP
Industry CEO comes clean: fringe services are nice but you could be in trouble if you lean too hard on a sub-par investment platform.
Morningstar: The Best Models For Advisors
Third-party model portfolios have become increasingly popular among advisors. Morningstar rates them. But how do the ratings work and which are best?
Flexible Plan: Help Clients Visualize The Value Of Risk Management
Risk management is paramount for any space exploration mission and is implemented in many ways through exhaustive preparation and redundancies.
