Reed Colley was named president of Orion Advisor Technology in January. Things were set into motion in September 2024, when Brian McLaughlin, his predecessor, announced he was stepping down — major ...

Orion becomes second advisor tech firm to earn the AI management certification, joining roughly 100 organizations worldwide ...

As the head of Orion’s technology business and the founder of both Black Diamond and Summit Wealth Systems, Reed Colley knows a thing or two about driving innovation in the wealth management industry.

AI innovation is accelerating across wealth management as firms look for ways to improve efficiency and deliver better client experiences. In this conversation, Reed Colley, president of Orion Advisor ...

OMAHA, Neb.--(BUSINESS WIRE)--Orion and DPL Financial Partners today announced an expanded integration that gives advisors seamless access to advanced annuity and insurance solutions within the Orion ...

Orion Advisor Technology and Flourish have deepened an existing integration that pulls client cash accounts into the Orion platform, addressing a segment of household assets that has traditionally sat ...