Orion snags $2 billion Rehmann Financial account from Black Diamond
The mega-Michigan-based RIA had hyper-specialized needs
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Noreen Beaman steps down as president of Orion Advisor Solutions after Brinker migrates to Orion software and enterprise deals 'prove out'
The former Brinker CEO oversaw an 18-month transition of her then $26-billion TAMP and will remain as vice chair of the company after 'mutual' decision on role changes.
February 10, 2022 at 2:22 AM
Brad Shepard unexpectedly resigns from Orion Advisor Services after 10 months, and his chief strategy officer position will remain vacant, the company says
The Nashville, Tenn. executive came aboard to create a 'go-to-marketing strategy' for Brinker, HiddenLevers and legacy units but gave his notice this week.
January 7, 2022 at 11:40 PM
Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product
The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.
July 23, 2020 at 1:42 AM
Oisín's Bits: Wealthfront drops old mission statement, declares war on institutions and emphasizes banking future • Seeking Utah charter, Edward Jones may become largest bank in US by branch count • After Advent chief leaves, Black Diamond head steps up
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July 3, 2020 at 1:12 AM
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Junxure
CRM Software
Top Executive: Greg Friedman
Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina
Bill Winterberg
Rehmann Financial has been using Orion Advisor Services since at least February 2011, according to a white paper issued by Laserfiche. This article makes it sound like this is a new deal.
Nevertheless, it’s good to highlight service providers that the larger firms are selecting for their back office platforms.
Lisa Shidler
Hey Bill, The implementation of this deal is relatively new. They’re actually still integrating Orion with their advisors and are still wrapping up integration with CRM, etc.
