Orion Unveils “Five-Minute Financial Planning”

The advisor tech provider is teaming up with investment analytics firm FinMason to give financial advisors a “Five-minute Financial Plan” within the Orion Insight dashboard. The tool, which depends on …Powered by...

ProShares S&P 500 Ex-Technology ETF to Change Index

The ETF’s new index, the S&P 500 Ex-Information Technology Index, is designed to provide exposure … For a ProShares ETF prospectus, visit ProShares.com or obtain one from your financial advisor or b…Powered by...

Technology issues to consider in lease accounting

With the new Financial Accounting Standards Board (FASB … are turning to consulting organizations and outside vendors to assist with the implementation. Technology may also be able to help. Artifici…Powered by...