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The latest in financial #AdviserTech — September 2021

The latest in financial #AdviserTech — September 2021
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

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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. ....

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The latest in financial #AdviserTech — April 2021

The latest in financial #AdviserTech April 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
April 19, 2021
35
MINS
This month’s edition kicks off with the big news that AssetMark has acquired UK financial planning software provider Voyant for $145 million, with plans to bring the planning software as a new competitor to the U.S. (in addition to likely integrating it deeply into AssetMark’s own technology stack)The deal highlights both the ongoing rise of financial planning, the dearth of new financial planning competitors with enough market share for strategic acquirers, and the reality that financial planning software continues to be an appealing synergistic value-add not only to investment-centric firms offering financial planning but also asset managers and TAMPs trying to expand into working with more planning-centric advisers. ....

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