Brian McLaughlin
PresidentPrior to Orion's acquisition in 2022, he was the CEO and co-founder of Redtail Technology, where he worked closely with advisors, broker-dealers and industry partners for nearly two decades.
-
A dial of destiny, not a temple of doom, awaits financial planners who face AI-enabled wealthtech head-on.
May 9 -
As boomer advisors retire, look for younger advisors to push the way firms serve clients beyond the limits of what we have yet invented or even imagined.
January 20 -
Employees come and go, but institutional memory must remain intact.
November 8
