May 4, 2021

Orion Teams With FeeX For Management of Held-Away Assets

OMAHA, Neb. & NEW YORK–(BUSINESS WIRE)–Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, has partnered with FeeX to clear a path for advisors to efficiently manage and trade held-away accounts. Held away accounts such as 401(k)s, 403(b)s, annuities, and 529 education savings plans make up a significant part of most investors’ wealth. The ability to


Leave Comment


Your Name *
Your Email *
Your Website
Comment *