RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

10 insights an RIA software CEO gleaned from Warren Buffett at the Berkshire Hathaway shareholders' meeting

Orion chief Eric Clarke joined 40,000 of the faithful in the pilgrimage to hear the Oracle of Omaha's pronouncements

Author Guest columnist Eric Clarke May 7, 2012 at 4:50 AM
1 Comment
no description available
'This year’s shareholder meeting was an absolute blast,' says Eric Clarke seen here with the animated alter egos of Charlie Munger and Warren Buffett

Conferences


James Folkerts

James Folkerts

May 8, 2012 — 4:21 PM

Great story Eric! I had some close friends that attended the shareholder meeting as well. Sounds like a blast.


Related Moves

May 22, 2023 at 5:13 PM

Sleeping giant McKinsey & Co. hires Eric Clarke as it awakens to $9-trillion RIA business and plays catch-up

The New York City consulting giant quietly made the Orion founder and ex-CEO a McKinsey senior advisor two months after he stepped down last year.

May 30, 2024 at 1:35 AM

Orion rescinds RTO order after its staff rebels by hijacking company email list, distributing petition and tipping off RIA media

CEO Natalie Wolfsen suffers first setback and rescinds a return-to-office (RTO) policy after week of protest to work on a more collaborative agreement on a post-COVID new normal

November 23, 2023 at 12:20 AM

Orion Advisor Solutions calls 6% staff reduction a 'final action,' after ballooning headcount 40-plus percent since 2020 by gorging on Brinker, Redtail and five other companies

The Omaha, Neb., administrator of $3.6 trillion will cut 'duplicative' back office jobs to reduce staff to 1,320 from about 1,400.

September 30, 2023 at 2:31 AM

See more related moves

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.