As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit.

On Thursday, Orion unveiled plans to acquire Summit Wealth Systems, a provider of portfolio management and client reporting ...

All 12 of Summit's employees including its CEO will become Orion employees and the firm will operate as a separate entity under Orion.

New Jersey-based investment advisory firm Summit Financial has expanded its Chicagoland footprint with the acquisition of ...

The RIA acquirers' newest partnerships, involving an $800 million team and a $550 million wealth planning firm, give them ...

Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment advisors. Summit will operate as a brand entity within Orion. Financial ...

New Jersey RIA Summit Financial has taken a minority stake in Midway Wealth Partners, an Illinois RIA managing $550 million in client assets, according to a press release.

The deal with Gordon Asset Management is part of the RIA’s Summit Growth Partners initiative and represents its 18th ...

BPI Wealth, the wealth management arm of the Bank of the Philippine Islands (BPI), unveiled BPI Wealth Builder—an innovative ...

Summit co-founder Reed Colley, who founded Black Diamond, will lead tech at Orion, reporting to CEO Natalie Wolfsen.