News, Comment & Analysis results for Orion

M and A
December 23, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Orion, Summit

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Technology
December 9, 2024

Digital Digest: The Latest Tech News – Voya Financial, Orion

The latest technology news in the wealth management sector in North America.

People Moves
December 5, 2024

F2 Strategy Names New CEO

Co-founder and previous CEO Doug Fritz becomes executive chairman, enabling him to concentrate on

Strategy
October 7, 2024

ANALYSIS: Envestnet’s Future Under Bain Capital

Our US correspondent gets deep into the details of changes taking place at the firm that has been

People Moves
September 11, 2024

Who's Moving Where In Wealth Management? – RBC Wealth Management, Orion

The latest moves, appointments and personnel changes in the North American wealth management

Wealth Strategies
August 27, 2024

Custodians Want To Take Wealth Platforms Out Of The Equation – Report

Charles Paikert, FWR's US correspondent, looks at whether custodians are poised to make the wealth

Technology
August 15, 2024

Digital Digest: The Latest Tech News – Franklin Templeton, Orion

The latest technology news in the wealth management sector from around the world.

People Moves
July 29, 2024

Summary Of Executive, Senior Moves In North American Wealth Management - May 2024

A summary of moves in the North American wealth sector during May this year.

M and A
July 12, 2024

Industry Expects Envestnet Restructuring After Bain Purchase

Our US correspondent delves into the story behind Bain Capital's purchase of Envestnet this week,

People Moves
May 28, 2024

Who's Moving Where In Wealth Management? – Orion

The latest senior moves, appointments and personnel changes in the North American wealth management

Comment & Analysis results for Orion