Orion concludes acquisition of Summit Wealth Systems
Wealthtech solutions provider Orion has acquired advisor technology provider Summit Wealth Systems, a move that bolsters its ...
LLF hosts Good Biz Summit
Lowcountry Local First is hosting the 12th annual Good Business Summit on March 6 at the Charleston Music Hall. This one-day ...
Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology
Reed co-founded Summit Wealth Systems in 2019 to elevate technology for modern wealth management advisors. In 2003, Reed ...
Summit Wealth Partners LLC Has $4.67 Million Stock Position in Apple Inc. (NASDAQ:AAPL)
Summit Wealth Partners LLC raised its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 0.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm ...
Morningstar6d
Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology
we welcome Reed Colley and Summit team members to Orion and start bringing Orion and Summit Wealth Systems together to benefit advisors by streamlining their workflows and helping them build ...
Think Advisor1d
Orion Nabs Another Former Envestnet Exec to Lead Operations
Arun Anur comes to the wealth management and technology services provider after long stints at Envestnet and Oracle.
MIPIM Asia Summit 2024 Concludes In Hong Kong With Strategic Insights And Celebrated Prestigious Achievements In Real Estate
The MIPIM Asia Summit concluded its 18th edition on December 4th, bringing together over 400 international delegates at the Grand Hyatt, Hong Kong. As Asia's premier Real estate investment platform, ...
Independent Financial Adviser1h
Financial services urged to prioritise growing the impact investment sector
As interest in ethics-based investing has risen over recent years, members of Australia’s impact investing community are ...