The Latest in Financial Advisor #FinTech- June 2020
Michael Kitces – 6/1/2020
Oranj CEO,”I applaud asset managers going on the offensive right now”.
Fund Intelligence – 5/1/2020
Funds Added to Oranj Platform
ThinkAdvisor – 5/22/2020
Oranj Adds Income-Focused Mutual Funds to its Platform for Financial Advisors
T3 Tech Hub – 5/18/2020
How Oranj Set Advisor-Facing Fintech Free
Financial Advisor Magazine – 5/13/2020
The Value of Fintech Platforms
Markets Insider – 5/12/2020
Are There Too Many Portfolio Management Systems?
Wealth Management Today – 5/11/2020
Franklin Templeton buys AdvisorEngine
InvestmentNews – 5/6/2020
Filling the Leadership Gap in the Advisor Profession
Advisor Perspectives – 4/29/2020
Cutting Technology Costs Can Strengthen Your Business
T3 Tech Hub – 4/16/2020
Music is Instrumental
Financial Planning – 3/31/2020
AllianzGI Joins Oranj’s Model Marketplace: Portfolio Products
ThinkAdvisor – 3/23/2020
Tickets to Lollapalooza? Perks from the best wealth management fintechs
Financial Planning – 2/5/2020
Best Fintechs to Work For
American Banker – 2/5/2020
More Questions Than Answers at TDAI
WealthManagement.com – 1/30/2020
The Latest in Financial Advisor #FinTech (January 2020)
Michael Kitces – 1/6/2020
The incredible rise of exchange-traded funds
Quartz – 11/26/2019
What a Schwab-TD combo could mean for advisers and the custody business
InvestmentNews – 11/21/2019
A Schwab-TD Ameritrade deal would shift ‘balance of power’ in digital advice
Financial Planning – 11/21/2019
Schwab, TD merger an ‘inflection point’ for RIA industry
Citywire RIA – 11/20/2019
TD Ameritrade Lowers Account Minimum For Its Robo
WealthManagement.com – 11/20/2019
Q&A with David Lyon, CEO of Oranj
MutualFunds.com – 11/15/2019
Benzinga Unveils Fintech Innovators To Be Honored At 5th Annual Fintech Awards
Yahoo! Finance – 11/11/2019