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Joint venture will offer advisors a comprehensive approach to addressing clients needs via an open-architecture framework
NEW YORK, NY / ACCESSWIRE / January 27, 2021 / Orion Advisor Solutions and Focus Financial Partners Inc. (NASDAQ:FOCS) announced today the formation of an innovative joint venture that will add a competitive array of cash and credit solutions and related services developed by Focus Client Solutions ( FCS ) to Orion s comprehensive WealthTech platform.
FCS, a subsidiary of Focus Financial Partners, LLC, has developed relationships with a national network of banks and non-bank lenders to provide these solutions to Focus partner firms. FCS offers access to cash management and lending alternatives for personal, business and nonprofit needs, empowering advisors to compete with private banks and wirehouses. Advisors have access to these capabilities through the FCS credit portal, a powerful, digital client interface. The joint venture will put similar capabiliti
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Conferences are planning in-person events in 2021
Some companies are prepping for in-person events slated for the second half of 2021. The industry is hoping to meet face-to-face again as COVID-19 vaccines are being distributed across the country.
January 26, 2021 2 MINS
Nearly a year has gone by since the COVID-19 pandemic shuttered doors to in-person conferences, and the industry responded accordingly by converting most live events into virtual experiences.
Today, the industry is hoping to meet face-to-face again as COVID-19 vaccines are being distributed across the country. In response, some technology firms are prepping for in-person events that are planned for the tail end of 2021.
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Orion Pledges 2021 War Chest of New Resources, Events for Breakaway Advisors
Orion Pledges 2021 War Chest of New Resources, Events for Breakaway Advisors
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, will make 2021 the year of the breakaway advisor. Orion is investing in bold initiatives including collaborative virtual and in-person events, a growing digital trove of practical guides, a network of Orion client firms for advisors to tuck into while still retaining their independence, and special pricing deals all to support the growing number of advisors who dream of establishing and growing independent firms.
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