December was a busy month for Orion, which announced the acquisition of Summit Wealth Systems, a next-generation portfolio management and reporting platform and the appointment of its co-founder and ...
Arun Anur comes to the wealth management and technology services provider after long stints at Envestnet and Oracle.
Baby boomers are sitting on an estimated half of total U.S. home equity, and most plan to keep it within their family after ...
The rule may still face challenges, from credit reporting agencies and debt collectors, as well as from Trump.
Private equity firm Concord Health Partners has zeroed in on healthcare's twin imperatives since 2017: slashing costs while ...
Singapore-based Clifford Capital expands its reach with a new asset management arm and names chief investment officer.
As 2024 draws to a close, we’ve compiled a list of top fintech events and conferences taking place in the region during Q1 ...
Robb Report Malaysia introduces House of Robb in conjunction with AHAM Capital’s future leaders programme.
A LAKE EFFECT SNOW WARNING has been extended for Ashtabula, Geauga and Lake counties until 7 a.m. on Sunday. Meanwhile, ...
Wealthtech solutions provider Orion has acquired advisor technology provider Summit Wealth Systems, a move that bolsters its ...
NASA Administrator Bill Nelson and Deputy Administrator Pam Melroy will speak with NASA astronauts Nick Hague, Butch Wilmore, Suni Williams, and Don Pettit on Wednesday, Jan. 8, to discuss their ...
Lumine Group Inc. ("Lumine Group") announced today that David Nyland is taking a temporary leave of absence, effective immediately. Tony Garcia, Group President, has been appointed as Interim CEO in ...