People Moves
September 19, 2016

Weekly Summary Of Industry Moves

Here is a summary of all the people moves reported by Family Wealth Report last week.

People Moves
September 15, 2016

New CEO Is Named At CLS Investments, Parent Firm Adds National Team

The former CEO of CLS Investments is moving into a new role leading national accounts and marketing

Technology
May 31, 2016

Orion Advisor Services Teams Up With CAIS

Orion is helping advisors provide alternative investments by establishing a relationship with CAIS

Technology
May 4, 2016

Orion Advisor Services Rolls Out Text Alert Platform

Family Wealth Report spoke to Orion in a little more detail about its new texting app.

People Moves
March 22, 2016

Former Dreyfus CEO Joins NorthStar Financial Services

Jon Baum - formerly of BNY Mellon's Dreyfus Corporation - has become executive chairman at

Technology
December 10, 2015

Portfolio Accounting Firm Orion Ramps Up Data Security

Orion has engaged the identity and information security firm SecureAuth to further strengthen its

Strategy
September 17, 2015

eMoney Links Up With AdvisoryWorld

People Moves
August 26, 2015

Recently-Acquired NorthStar Announces $6.3 Million Expansion

The firm, which was recently bought by TA Associates, said it has hired 300 employees since January

People Moves
August 20, 2015

Global Private Equity Firm Welcomes Four Across US, UK

TA Associates has strengthened its teams focusing on investments in financial services and

Technology
July 22, 2015

Another Tech Provider Partners With eMoney Advisor

“Integration is the biggest trend in our industry right now,” said Edmond Walters, eMoney’s