Month: September 2018

Orion Advisor Conference

7 Impressions from the Orion Advisor Conference

Craig Iskowitz  Conference Summaries  , , , , , ,

Back when Orion Advisor Services’ CEO Eric Clark was still working for his father’s RIA, I’ll bet he never imagined that one day he would be on stage in front of 700+ clients, partners and staff of his own company. And on his birthday, to top it all off. Yet this very scenario played itself […]

digital advice platforms

Mission: Impossible – Choosing the Right Digital Advice Vendor

Craig Iskowitz  Conference Summaries, Technology  , , , , , , , , ,

“Your mission, should you choose to accept it, is to review and analyze the leading vendors in the digital advice space and select the best one for your firm.” “This message will self-destruct in five seconds.” Sometimes it seems that the only way to fully grasp the rapid advances in advisor technology is to be […]