December was a busy month for Orion, which announced the acquisition of Summit Wealth Systems, a next-generation portfolio management and reporting platform and the appointment of its co-founder and ...

Arun Anur comes to the wealth management and technology services provider after long stints at Envestnet and Oracle.

Renowed trombonist Fedchock’s live recording of his tribute to J.J. Johnson’s centennial, using Johnson’s original charts, ...