Why There’s Never Been a Better Time to Be an Advisor | Orion CEO Natalie Wolfsen

Episode Notes

Orion CEO Natalie Wolfsen joins The Advisor Upside Show to explain why RIA consolidation and the ETF boom are reshaping how advisors run their businesses. Plus, she digs into the rise of private markets, Orion’s role in 80% of industry M&A deals, and why AI is set to make advisors more valuable rather than obsolete.

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