Mariner Adds $878M in AUM With Two Acquisitions

Published on December 5, 2024

Mariner said the acquisitions marked another step toward its 5,000-advisor growth goal.

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Voya Partners with Orion on New Tech Platform

December 5, 2024
The system will support Voya Financial Advisors with account opening, financial planning and collaboration features.

Orion Names Former Envestnet Exec as Head of Strategy

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Chris Shutler spent nearly four years leading strategy for Envestnet before departing the firm in September.      Related StoriesF2 Strategy Names Ex-Orion Exec as CEOTrump Taps Fiserv CEO for Social Security ChiefCourt Action in Carson Group Lawsuit Pushed to May 2025