Remove Compliance Remove Recruitment Remove Risk Tolerance
article thumbnail

Transcript: Julian Salisbury, GS

The Big Picture

Risk appetite was changing. They have a different liability structure, different investment goals, different investment risk tolerances, and we have different teams. So we have a pretty well tried and tested campus recruitment approach. So we have a tried and tested kind of campus recruitment approach.

Assets 299
article thumbnail

Transcript: Natalie Wolfsen, Orion CEO

The Big Picture

00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion. 00:10:47 [Speaker Changed] So in the additive services that Orion offers now are financial planning, compliance, CRM services, risk and analysis portfolio construction and advisor portal and investor portal.

Clients 147