Orion CEO Natalie Wolfsen: How We're Using AI to Help Financial Advisors — Barrons.com

By Amey StoneThree years ago, Natalie Wolfsen was named CEO of Orion, which provides technology and asset-management services to wealth management firms-including 17 of the top 20 firms on Barron's ranking of registered investment advisory firms, according to the company. Orion, which directly serv…