The acquisition of FTJ FundChoice doesn't yet make Orion a threat to giant Envestnet, say observers, but it will help the firm capitalize on a growing demand for customized accounts at all levels of the industry.
FINRA's recent alert of the risks that financial data aggregation poses to clients fails to highlight the crucial role the technology plays in protecting them in many other ways, says Quovo CEO Lowell Putnam.
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