Upcoming Events

Portfolio Recipes: The Inflation Hedge Portfolio

Event Description: Welcome to the third episode of Portfolio Recipes! In this installment, Orion’s Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, cooks up a pairing to combat the industry’s rising inflation speculation. The Inflation Hedge Portfolio blends Brinker Capital’s Real Assets ETF strategy with Main Management’s International strategy, using the power of diversification to mitigate inflation risk and help advisors deliver risk-appropriate returns for their clients. During the webinar, Rusty will be joined by Kim Arthur, Chief Executive Officer and Chief Investment Officer at Main Management, and Grant Engelbart, Senior Portfolio Manager at Brinker Capital Investments. Don’t miss out! Join us to learn more about: 1) The rise of inflation and inflation expectations, and the growing concern among advisors and investors about how to hedge inflation risk 2) How the combination of Main Management’s and Brinker Capital’s strategies can help hedge inflation 3) How you can leverage valuable resources available through Orion Portfolio Solutions.

How to Stand Out in the Crowd: Offer A Unique Level of Service with Orion (1 CFP® CE Credit)

Event Description: As a financial professional, it's easy to get lost in our crowded industry. In order to set yourself apart from your competition, you need to offer a unique level of service. Luckily for you, Orion offers the customized, evolving, and cutting-edge solutions you need to differentiate your firm and grow your business. At Orion, we constantly adapt our services and solutions based on your needs and feedback. Join Orion experts Sean Hollingshead and Ashley Heinzman for a tour of Orion's latest innovations and capabilities, designed to help you offer the kind of incredible client service that sets your firm apart: 1. Cutting-edge user interface 2. Easy-to-use Client Portal 3. Efficient Mobile app 4. Enhanced Trading function.  Whether you're an experienced Orion user or brand new to our offerings, this valuable webinar will arm you with the tools you need to stand out in the crowd, strengthen your client relationships, and offer an unbeatable level of service. *Live attendance is eligible for 1 CFP Board CE credit. Please refer to CFP guidelines.

HK Elevate Orion Tech

Events Description: The 2021 Elevate Conference, hosted by HK Financial Service “Go the Distance” centered around the movie Field of Dreams. This annual conference brings together our affiliate CPAs, the HKFS financial planning consultants and other members of the HKFS team to explore the latest trends, best practices and opportunities in wealth management.

Investment News RIA Summit

Events Description: Kyle Hiatt EVP of Business Development, at Orion Advisor Tech, will be on a panel about What to Consider before going RIA, or joining an RIA on May 18 at 11:40 EST. We hope to see you there!

Exclusive Insights from Josh Brown, Presented by Orion

Event Description: For Josh Brown, CEO and co-founder of Ritholtz Wealth Management, structuring the RIA as a fee-only fiduciary was a critical part of the mission to guide investors to long-term investing. The firm even created a loyalty program that would discount fees for clients who invested with them for three or more years—a plan that has garnered national headlines since Ritholtz opened their doors in 2013. During a live, interactive panel discussion on May 18 at 3 PM CT, Brown (also known as “The Reformed Broker”), Ritholtz Wealth Management’s COO Nick Maggiuilli, and Director of Wealth Management Kris Venne will provide a behind-the-scenes look at how this strategy came to be. They’ll also dive into how the firm operates day-to-day with Orion’s capabilities and open the floor to attendees for a Q&A session. So be sure to bring your questions on fintech, practice management, client interface, content, and more!

Barron’s Teams Summit

Events Description: This virtual event is by invitation only ​and brings together elite-tier advisory teams for five days of rich content, designed to address the complexities of interpersonal dynamics, provide insights on financial management and share innovations in wealth management. Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions, will be speaking about The Science of Influence.


Event Description: Experience your brand new tech platform from every angle during this two-day training event. Detailed demos of our powerful solutions, practice management tips from Orion experts, and powerful thought leadership insights are designed to help you hit the ground running with all the tools, resources, and services now available to you.


InvestmentNews Virtual RIA Summit

Events Description: Orion's General Counsel, Kylee Beach, will speak on the Compliance panel: Dealing with Technology, Marketing, and Legal Challenges during InvestmentsNews RIA Summit.

Why We Own What We Own

Event Description: Join Tim Holland, CFA, Chief Investment Officer at Orion Advisor Solutions, and Amy Magnotta, CFA, Senior Vice President, Co-Head of Discretionary Portfolios, to learn about the third-party investment managers currently utilized in the Destination Funds, our latest asset allocation themes, and what we're focusing on in today's market.

The Financial Advisor Lifecycle, Part 3: Leadership Begins With You (1 CFP® CE Credit)

Event Description: We often speak of the client lifecycle, but what about the stages of being a financial advisor? Just like a young rookie trains differently than a Hall of Fame veteran, an advisor in the early stage of their practice has vastly different needs than one who has been established for years. For the first time, we will take an in-depth look at the technology, best practices, and helpful hints for advisors in every phase of their careers. Our first and second installments focused on exceptional advisor tech and effective communication. For the third and final installment of our triple-play series, we examine the most important part of any advisor/client relationship: you. Clients and colleagues want to work with a financial professional who is empathetic, open, and conscientious. Dr. Daniel Crosby, Orion Chief Behavorial Officer, will examine the five basic traits of personality and give actionable advice to understand how your personality traits affect others. Learn to “know thyself” in order to grow your practice, recruit teammates, and build unbeatable client relationships. It’s the bottom of the 9th—you’re ready to become a superior financial professional and offer an unprecedented level of service. Join us for a surefire path to the Hall of Fame. *Live attendance is eligible for 1 CFP Board CE credit. Please refer to CFP guidelines.

FeeX + Orion: A First of Its Kind Integration for Managing Held Away Accounts

Event Description: Orion advisors now have access to a value-added service that allows them to trade and manage held-away client assets through our new partner, FeeX. The new data feed is the first-of-its-kind integration allowing advisors to shift from simply making suggestions to truly managing and trading held-away accounts. Learn how you can use the new integration to obtain a 360 view of all client assets, and take quick action when needed. Join Eddie Sempek, Orion’s SVP of Strategic Relationships, and Dave Goldman, FeeX’s Vice President of Business Development, for an overview of the new value-added service and benefits now available to advisors in the Orion Client Portal.

May 2021 Product Release Webinar

Event Description: We’ve got another round of exciting platform updates coming at you! Join us for an action-packed half-hour of demos, questions, and learning. April and June product release webinars are also available at registration!