Wealthmanagement Email Newsletter: Orion Calls Employees Back to Office With Hybrid Schedules, Flexibility (June 19, 2024)


	JUNE 19, 2024

TECHNOLOGY


	Orion Calls Employees Back to Office With Hybrid Schedules, Earned Flexibility

Davis Janowski

The company’s first attempt at a hybrid work schedule led to a small worker revolt. The new back-to-office plan comes with flexibility—some of which must be earned.

FULL ARTICLE

RIA NEWS


	Investment Bankers: Fisher Is a Different Beast

Diana Britton

Fisher Investments’ $12.75 billion valuation does not set a new benchmark for RIAs, but given the size, scope and buyer, it marks an inflection point for the industry overall, observers say.

FULL ARTICLE

WHITE PAPER


	Generative AI's Role in Advisor Business Growth

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RPA


	A Terrifying and Brilliant Future for 401(k) Providers and Advisors

Fred Barstein

Requiring greater collaboration, cutting edge technology and enabled workers and partners.

FULL ARTICLE

PHILANTHROPY


	Crypto Is Now Part of the Charitable Conversation

Randy A. Fox

Are you ready to help your clients and the next generations of their families?

FULL ARTICLE

WEBINAR


	Bonds Take Center Stage: The Fixed Income Outlook and Multi-Sector Opportunities

Sponsored by Amundi US

Join us tomorrow, to explore high-quality bond opportunities amid volatile US interest rates and discover compelling strategies for your portfolio.

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Orion Calls Employees Back to Office With Hybrid Schedules, Flexibility

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