Edelman Financial Engines Switches Tech Stack from Envestnet to Orion

Published on January 22, 2026

The $308 billion RIA has shifted its advisor technology setup to Orion after using rival Envestnet for about eight years, according to the firms and past filings.

Continue reading on website
Other news

Q3 GDP Updated Estimate: Real GDP at 4.4%, Higher Than Expected

January 22, 2026
The U.S. economy showed robust growth in the third quarter, posting its strongest reading in two years. The BEA's updated estimate of real gross domestic product showed economic growth increased at an annual rate of 4.4% in Q3 2025. The latest estimate was higher than the 4.3% forecast and marked an uptick from the Q2 final estimate of 3.8%.

The Problem with Modern Trust Provisions

January 22, 2026
They can dilute the traditional beneficiary-centric fiduciary model.