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Press Releases
28 July 2020

Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process

by INSART

Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process

Apex Clearing announced the launch of a new integration with Orion Advisor Solutions to enable investors to seamlessly open and fund an account in minutes, without the need for any…
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Press Releases
24 July 2020

InvestorCOM Appoints Financial Industry Experts to Form US Advisory Board

by INSART

InvestorCOM Appoints Financial Industry Experts to Form US Advisory Board

InvestorCOM, the provider of regulatory compliance software and communications solutions for the financial services industry, today announced the formation of its US Board of Advisors.
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Press Releases
9 July 2020

Twenty Over Ten Adds Four New Features to Lead Pilot to Assist Advisory Firms In Generating New Clients Virtually

by INSART

Twenty Over Ten Adds Four New Features to Lead Pilot to Assist Advisory Firms In Generating New Clients Virtually

Twenty Over Ten, an industry-leading SaaS company, announced a robust line-up of new updates to its Lead Pilot tool to help advisory businesses improve their inbound marketing efforts.
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Press Releases
30 June 2020

Samantha Russell Named to 2020 Class of 40 Under 40 by InvestmentNews

by INSART

Samantha Russell Named to 2020 Class of 40 Under 40 by InvestmentNews

Samantha Russell, Chief Marketing & Business Development Officer at Twenty Over Ten, was named to InvestmentNews’ 40 Under 40 list for 2020 for her accomplishments in strengthening the financial advice…
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Press Releases
29 June 2020

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

by INSART

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm…

Orion Advisor Solutions and Brinker Capital announced they will join forces to create a combined technology and TAMP provider enabling independent financial advisors to grow their businesses, serve their clients,…
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Press Releases
25 June 2020

Advisor Group Introduces Fully-Integrated Dashboard and ‘Reg BI-Ready’ Enhancements to Leading Digital Account Management Platform

by INSART

Advisor Group Introduces Fully-Integrated Dashboard and ‘Reg BI-Ready’ Enhancements to Leading Digital Account Management Platform

Advisor Group, the network of independent wealth management firms, today announced the rollout of its new eQuipt Dashboard for financial professionals to facilitate compliance with the SEC’s new RegBI by…
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Press Releases
23 June 2020

Orion Partners with State Street Global Advisors to Expand Investment Program

by INSART

Orion Partners with State Street Global Advisors to Expand Investment Program

Orion Advisor Solutions, the premier provider of financial advisor technology and investment solutions, announces a new offering with State Street Global Advisors (State Street), and the availability of a suite…
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Press Releases
23 June 2020

New Proprietary Strategies Aimed At Fight Against Pandemic and Inflation

by INSART

New Proprietary Strategies Aimed At Fight Against Pandemic and Inflation

Orion Advisor Solutions, the premier provider of financial advisor technology and enhanced investment solutions, announces the creation of two market-relevant, thematic stock and direct indexing strategies, U.S. Biotechnology and U.S.…
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Press Releases
16 June 2020

GeoWealth and Foreside Financial Group Announce Strategic Alliance, Providing Advisors with the Infrastructure Needed to Launch an RIA Today

by INSART

GeoWealth and Foreside Financial Group Announce Strategic Alliance, Providing Advisors with the Infrastructure Needed to Launch an RIA Today

GeoWealth, a financial technology and asset management platform (TAMP), today announced a strategic alliance with Foreside Financial Group, a provider of compliance technology solutions and product distribution services.
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Press Releases
10 June 2020

GeoWealth Collaborates With PIMCO to Launch Fixed Income Models

by INSART

GeoWealth Collaborates With PIMCO to Launch Fixed Income Models

GeoWealth, a financial technology and turnkey asset management platform (TAMP), has announced the addition of a suite of PIMCO fixed income model portfolios to its next-generation turnkey asset management platform.
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