WealthStack Roundup: Orion Hits $5T in Platform Assets, Refreshes Brand

Group 1: Company Developments - Orion has refreshed its brand and surpassed $5 trillion in platform assets, driven by both organic and inorganic growth of its advisors [1] - The brand update includes a new logo featuring a star, aligning the visual identity of its brands, including Redtail and Brinker, with Orion [2][3] - A unified investment framework has been introduced to streamline how advisors evaluate and implement investment strategies [3][4] Group 2: Investment Framework - The unified investment framework integrates Orion's investment technology and research, simplifying the evaluation and implementation of strategies through the Orion Investment Portal [4][5] - This framework combines portfolio construction tools, due diligence processes, and strategist coverage under a consistent philosophy of grow, earn, diversify [5] - It represents advancements in technology and processes, connecting behavioral finance, risk analytics, and tax-efficient model construction within a scalable experience [6] Group 3: Industry Integration - CAIS and Schwab Advisor Services have expanded their technology integration, allowing Schwab's advisor clients to bring account profiles onto the CAIS platform [7] - This integration aims to simplify operations and enhance the management of alternative investments for advisors [8]