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2 posts in April 2019

NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team

April 11, 2019

NorthStar Financial Services Group, LLC, the parent company of Orion Advisor Services, FTJ FundChoice, LLC, CLS Investments, LLC, and Constellation Trust Company, announced today that it will be renamed Orion Advisor Solutions and unify its subsidiaries under the Orion brand identity. The initiative enables the company to deliver a more robust and connected advisor experience featuring best-in-class technology and…

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The 7-Point Check – How to Tell if It’s Time to Trade in Your Investment Platform

April 3, 2019

Choosing an investment platform can be exciting. You are selecting the technology and resources that will drive your business forward, define the investment experience for your clients, and hopefully, make your life easier. But as you put on the miles and that new-platform smell fades away, things can change. That sporty platform might not provide…

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