Oranj CEO David Lyon recently joined Ben Birken, CFP® and Roger Pine, CFP®, CFA on their Zebra Smash podcast. In true Zebra Smash podcast style, the conversation covered a lot of ground from the origins of Oranj to recent industry trends including commission free trading. Listen in for a few insights, laughs and some pontification!
Oranj CEO David Lyon joined Doug Heikkinen on the IRIS Permission to Succeed podcast to discuss the future of financial services, why fee-models need to change drastically and how Oranj is helping financial advisors thrive in today's challenging environment. Check it out!
No matter where you sit, technology is a major part of our lives, both personal and professional. The decisions about what we use and how we use it varies widely, but more and more financial advisors recognize how critical it is to their business. Making choices about what platforms to use and which solutions to purchase however can be daunting.