JP Pattinson, wealth manager, vice president of technology and partner at Merit Financial Advisors, has helped shape the rapid expansion of the $10-billion-AUM firm through technology.
Datos Insights' Will Trout explores the future of finance through data hygiene and personalized advice.
The acquisition, Kovair, has a portfolio of products and tools for supporting application and data management.
Sponsored Content
Apr 09, 2024
Learn how to compete for the entire client relationship.
Sponsored Content
Apr 08, 2024
Orion’s new behavioral finance tool, PulseCheck, reflects investor demand for comprehensive advising.
Sponsored Content
Apr 16, 2024
Orion Advisor Academy is making CE more entertaining and accessible.