Orion Names Former Envestnet Exec as Head of Strategy

Published on December 5, 2024

Chris Shutler spent nearly four years leading strategy for Envestnet before departing the firm in September.

Continue reading on website
Other news

Mariner Adds $878M in AUM With Two Acquisitions

December 5, 2024
Mariner said the acquisitions marked another step toward its 5,000-advisor growth goal.      Related StoriesTrump Taps Fiserv CEO for Social Security ChiefCrypto in 401(k)s Is Risky, Lacks Oversight: GAOThe Evolution of Advisor M&A Deals: What to Know Now

Q4 2024 Strategy Letter: One More Before Year End

December 5, 2024
At the 2018 Berkshire Annual Meeting, Buffett noted that “multiple times in my life, people have felt the country was more divided than ever.