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Riskalyze blindsides Orion with full-scale attack on its new risk software unit, but Orion CEO Eric Clarke vows to take action if necessary to protect his brand

News, Vision & Voice for the Advisory Community The Auburn, Calif., industry leader used a release, video and dedicated website to lash out at Orion s freshly acquired HiddenLevers unit, but a backlash may be brewing. Comments Blindsided but unbowed, Orion Advisor Solutions vows that it will not take Riskalyze s assault on its brand lying down. Riskalyze launched its full-scale media blitz yesterday (May 11), unleashing a video, an audio file, a dedicated website (Unhiddenlevers.com) and a press release headlined, As the market leader on risk, we can’t stay silent. Aaron Klein: I wish we hadn t called out other products by name.

Riskalyze Launches 'The Risk Wars,' But Backtracks On Naming Names

Riskalyze Launches The Risk Wars, But Backtracks On Naming Names Riskalyze softens the edges of a marketing campaign targeting competitors, but as fintech firms vie for more space in front of advisors, analysts say there may be more bumpy roads ahead. Forceful advocacy and strong opinions are no strangers in the world of wealth management, but rarely do those differences spill into public view. That changed on Tuesday as Riskalyze launched a marketing campaign targeting its competitors, by name, while accusing them of flawed methodologies that could prompt fiduciary liabilities on the part of advisors.  Orion’s HiddenLevers and independent fintech firm RiXtrema were the explicit targets of the campaign, as Riskalyze CEO and co-founder Aaron Klein assumed the mantel of advisor advocate and fiduciary arbiter in his attack, highlighting differences between Riskalyze s approach and that of competitors.

Orion, FeeX Deal Opens Retirement Accounts To Advisor Management

Orion, FeeX Partnership Opens Retirement Accounts To Advisor Management Orion is bolstering its relationship with FeeX, providing advisors with an opportunity to manage and trade on held-away accounts. Advisors using wealthtech provider Orion and the account aggregation and trading platform of FeeX will now be able to manage held-away accounts from within the Orion portfolio accounting system, according to an announcement.. The partnership, an extension and improvement on an integration piloted last summer, will see participating advisors managing and trading clients’ held-away assets within 401(k), 529, 403(b) accounts and even annuities. The partnership, enabled by a newly built, two-way data integration, will open new revenue streams and even lure new assets into advisors’ books of business, said Eddie Sempek, SVP of strategic relationships at Orion. Indeed, the pilot program’s success was part of the reason for building the new partnership, he said, noting that a

Eric Clark arrested, charged in connection with U.S. Capitol riot

Louisville man facing charges in U.S. Capitol breach, FBI says On Twitter, FBI Louisville announced the arrest of Eric Clark in connection with the U.S. Capitol breach in January. Author: Jackelyn Jorgensen Updated: 1:49 PM EDT May 4, 2021 LOUISVILLE, Ky. A Louisville man has been arrested and charged in connection with the violent U.S. Capitol breach on January 6, 2021. FBI Louisville announced on Twitter that Eric Clark was arrested May 4. He is charged with knowingly entering or remaining in any restricted building or grounds without lawful authority, as well as violent entry and disorderly conduct on Capitol grounds. According to the FBI, Clark is in federal custody and is expected to make his first appearance in Federal court on May 4. He is currently being held at the Oldham County Detention Center.

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