The leading wealth tech provider is helping more advisors access active ETF models through its exclusive partnership. Orion is extending its reach into the ETF model portfolio space through a new partnership with Capital Group. The leading fintech provider has introduced a new suite of model portfolios built entirely with Capital Group ETFs. The portfolios, managed by Brinker Capital, will be available exclusively on Orion’s platforms. This development provides financial advisors with portfolios that leverage Capital Group’s well-regarded active management strategies to support their clients’ financial goals. The new Brinker Capital portfolios are available on Orion Portfolio Solutions and Brinker platforms, the fintech firm said.
Orion aims to expand its ETF offerings and enhance its advisory services. ## Strengthening Ties: Orion and Capital Group’s Expanded Collaboration In a strategic move to bolster its presence in the global investment landscape, Orion has announced a strengthened collaboration with Capital Group. This partnership is set to propel Orion’s growth in the realm of Exchange-Traded Funds (ETFs), a sector that has seen exponential growth in recent years.
com’s proprietary technology. ## Introduction to Capital Group’s New Portfolio Offerings Capital Group, a leading wealth management firm, has recently introduced a new suite of portfolio offerings designed to meet the evolving needs of financial advisors. Pete Thatch, the wealth management director of national accounts and product, highlights the significance of these new portfolios. ## Dynamic Asset Allocation: A Game-Changer One of the key features of the new portfolios is the dynamic asset allocation strategy.
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