Oct 7, 2021
Our guest today is Eric Clarke, Chief Executive Officer
for Orion
Advisor Solutions (Orion). Eric is shaping the future of
advice delivery with the organization's brand entities
(fintech and investment management solutions), which include
Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments and
Brinker Capital Investments. Eric is a thought leader in the
industry, writing numerous articles, as well as receiving multiple
awards, most recently receiving the Investment News's Icon &
Innovators Award in 2019. Eric holds a B.S. in Accounting from BYU
and a MBA from Utah.
In today's episode, we start with Eric's passion for
entrepreneurship, the origin of Orion and what he is most excited
about regarding industry consolidation and recent Orion
acquisitions. We then discuss the future of the wealth
management industry, including fee compression, private equity in
the wealth management space & what advisors should be discussing
(and are afraid to discuss).
Our local hosts today are Steve Curley, CFA and Chris
Cannon, CFA, both board
members and former Presidents of CFA Society Orlando. Please enjoy the episode.
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