Episode Details
Back to EpisodesEp. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions
Published 4 years, 1 month ago
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The post Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions appeared first on and was written by Craig Iskowitz.
“I’ll use a wealth management term, you want to diversify your portfolio, and so one of the things early on at Orion, we didn’t have a lot of options in terms of data aggregators, but over the years, we’ve learned to not put all of our eggs into one basket and to make sure that […]
The post Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions appeared first on and was written by Craig Iskowitz.