Edelman said there are two demographic forces straining the wealth management industry: fewer advisors and more clients.
The deal brings Pathstone's total assets under advisement and administration to over $80 billion.
In its first transaction, the firm founded by former United Capital execs has added offices in Detroit and the Kansas City metro area.
Orion is experimenting with ChatGPT and AI applications that skew towards its overall behavioral finance approach.
How much indexing is too much, and will active managers ever have their day in the sun?
The Atlanta-region firm is on track to add $4 billion to $6 billion in new AUM in 2023 alone.
Ric Edelman's digital assets council is revamping its crypto certification program.
Pathstone received a second injection of funding to fuel its growth strategy.
Schwab could finish uniting its RIA custody business with TD Ameritrade's by Labor Day.
Yet most firms in a recent Orion survey do not plan to increase their technology spend in 2023.
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