Orion KO

2024 Opportunities for Advisors 

Natalie Wolfsen, Orion CEO, shares some insights from the recent Orion WealthTech survey. 

Orion Advisors Looking Ahead

2024 WealthTech Survey Results

In this video, Natalie references our 2024 WealthTech survey where we asked 500+ advisors about

  • How they are using technology
  • How they are spending their time
  • And opportunities for growth in 2024
Read the Full Survey

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Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.