Orion CEO Wolfsen Says All Staff Have 2026 'AI Goals'

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. All of wealthtech provider Orion’s more than 1,300 employees have an “AI goal” to meet in 2026 as the firm seeks to use artificial intelligence to its best advantage and deliver it to its universe of more than 30,000 advisor clients. “Everyone at Orion has set an AI goal for themselves in 2026 so that they can elevate the work that they do and the impact that they have, and we can do that to th ...