Wealthtech solutions provider Orion has acquired advisor technology provider Summit Wealth Systems ... Brinker Capital Investments, Redtail Technology, and Orion OCIO, form a comprehensive ...

SAN FRANCISCO, January 02, 2025--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for financial ... wealth managers and investment advisors. "Integrating Summit ...

Known for his bold market predictions and expertise in global investment ... cutting-edge financial trends, or network with top professionals, this summit promises a wealth of knowledge and ...

Whether leading clients or teams, the ultimate task is creating the conditions for success—both now and in the future. Stan Gregor is chairman and CEO at Summit Financial.

Marc Turansky has joined Citi Wealth in a new role, head of Investment Advisory Programs for Investment Solutions, after 12 ...

The Federation of Pakistan Chambers of Commerce and Industry (FPCCI) and the Balochistan Board of Investment and Trade (BBoIT) will jointly organise the Balochistan Summit 2025 on January 27-28 in ...

Brinker Capital Investments, Redtail Technology, and Orion OCIO, form a comprehensive ecosystem. Orion CEO Natalie Wolfsen said: “Today, we welcome Reed Colley and Summit team members to Orion and ...

Over the past four years, ADIA has acquired stakes in Corient, in Fisher Investments (with Lunate), and in Hargreaves Lansdown. ADQ has invested in Sagard and in Plenary Group, while Mubadala has ...

Bloomberg's Claire Ballentine reports that women tend to be conservative, thoughtful investors and donate more to charity than men.