On the Cover: July/August 2026

Published on July 22, 2026

Legal Editor Anna Sulkin Stern discusses this month's cover art.

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Note From the Editor: July/August 2026

July 22, 2026
Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue

Q&A: Natalie Wolfsen on Orion's AI Strategy and Platform Growth

July 22, 2026
The wealth tech firm has expanded its AI platform Denali with a third tier and has surpassed $6.6 trillion in assets under advisement on its platform.