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.
Report: Small Gains Made in Advisor Diversity Women and people of color are still grossly underrepresented in the advisory industry compared with the broader population, according to new Cerulli Associates data.
Over the summer, trade groups and companies in the wealth management space were quick to issue public statements in response to the widespread protests over racism that took place across the country, as well as regarding broader issues of inequality that persist across the industry. Some firms used it as an opportunity for deeper introspection, and many firms did take actionable steps beyond simply writing a check or issuing statements to address racism in the country and the underrepresentation in this industry.