Wealth innovator heavyweight Brian McLaughlin is stepping down as president of Orion Advisor Technology on Sept. 27.
McLaughlin was co-founder of the customer relationship management (CRM) software developer Redtail Technology, which Orion bought in 2022. He has since helped develop and grow new advisor tech applications within Orion, including an AI-backed investor behavioral tracking tool called PulseCheck, as well as an app that streamlines different Orion services and platforms on one dashboard.
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"Following much self-reflection and careful consideration, I've made the decision to step away from the day-to-day responsibilities of my role as president of Orion Advisor Tech at the end of September," said McLaughlin in an emailed statement. "After more than twenty years of pouring my heart into co-founding and building Redtail and then
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He did not disclose his next career plans. However, McLaughlin will continue to serve as an active member of Orion's Board of Directors and an advisor consultant on special projects until the end of the year.
Orion is one of the largest wealthtech players in the market, serving roughly $4.4 trillion in assets under administration and $69.4 billion of wealth management platform assets.
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"I've had the great fortune to work with the most amazing team in the business and cherish my relationships with everyone at Orion, the advisors we serve, and our broader industry partners," he said. "What an honor it's been to work with such a talented, passionate team and to serve thousands of amazing advisors who are looking out for the best interest of investors every day."
