Lincoln Financial Group Partners With Orion To Offer A Robust Data Platform For Fee-Only Advisors

RADNOR, Pa., June 21, 2018 – Lincoln Financial Group (NYSE: LNC) today announced a strategic partnership with Orion Advisor Services, LLC (“Orion”), the premier portfolio management solution provider for registered investment advisors, to offer a data platform for advisors who use Lincoln Financial’s suite of variable and fixed annuity solutions.

“Our partnership with Orion underscores Lincoln Financial’s commitment to enhancing the experience of advisors who do business in this channel with technology that helps them succeed and improves their overall workflow,” said Tad Fifer, vice president and head of Registered Investment Advisor Distribution, Lincoln Financial Group.

Fee-only advisors using the Orion platform will experience enhancements including comprehensive fee billing and analysis tools, along with a dynamic data feed directly from Lincoln, enabling advisors to include low-cost annuity solutions in their client portfolios.

“We’re thrilled to partner with an industry leader like Lincoln in their efforts to expand the availability of timely, verified product data,” said Orion CEO Eric Clarke. “Income planning has become a significant concern for many pre-retirees. With the direct data connection between our platforms, advisors can now manage annuities seamlessly in Orion and enjoy frictionless access to other planning-focused capabilities that support the needs of these clients.”

Lincoln’s relationship with Orion is part of a series of technology integration enhancements Lincoln is making in 2018 to bolster its presence among registered investment advisors.

“Orion’s direct product data enhances the overall experience for our partner firms,” said Cooper Sinclair, head of Registered Investment Advisor Strategy & Operations, Lincoln Financial Distributors. “Together, we will deliver more unique solutions that offer protected lifetime income for clients who need it, along with fixed-income alternatives that are useful in the current economic environment.”