Feb 09, 2025 View in Browser

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Q&A

Orion's Secret Sauce? Leadership, Reinvestment and Passion

By John Manganaro

"I believe we can triple the size of our industry in the next 15 years," CEO Natalie Wolfsen says.

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News

Musk's DOGE Descends on CFPB With Eyes on Shutting It Down

By Evan Weinberger

The 2010 Dodd-Frank Act created the CFPB and gave its director wide latitude to shape the agency.

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News

FINRA Suspends Rep Over Excessive Trades in Senior Client's Account

By Melanie Waddell

Justin Deiter violated Regulation Best Interest, FINRA says.

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Commentary

4 Keys to Happier Clients

By Matt Sommer

Most advisors are meeting expectations, but in a crowded marketplace, that's not enough.

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Commentary

Will the Last One Out Please Turn Off the Lights?

By Ed Friedman

Wirehouse headcounts keep shrinking. Here are five reasons why.

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Expert Opinion

Debate: Does the U.S. Benefit From Trump's Tariffs?

By Robert Bloink and William H. Byrnes

If tariffs on Canada and Mexico become effective, a 25% levy will be imposed on virtually any product from these countries.

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Resources

The Ultimate Retirement Inventory Checklist

Sponsored by: Commonwealth Financial Network

Confidently guide your clients through the complexities of retirement planning. This checklist is designed to help you assess your clients’ retirement health and uncover every resource to maximize their retirement potential.

LEARN MORE

WEBCAST DATE: March 05, 2025

2025 Advisor Wealthtech Survey Results: Key Takeaways

Sponsored by Orion

The results of Orion's 2025 Wealthtech Survey are in, revealing both significant opportunities and pressing challenges for financial advisors.

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