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Integrated Wealth

Boston Park Plaza Boston
Event Description:  Orion is proud to support the Integrated Wealth Conference in Boston as an exhibiting sponsor. Be sure to swing by Orion's booth to visit with Josh Benson, VP of Business Development and Tricia Drexel, Strategic Consultant.

Avantax Planning Partners ELEVATE 2022

Iowa Events Center 730 3rd Street, Des Moines
Event Description: Orion is proud to support the 2022 Avantax Planning Partners Elevate Conference as an exhibiting sponsor.

Say Goodbye to Stale Data with Orion & Amazon Redshift

Event Description: Does stale data, manual work, and multiple Excel spreadsheets sound familiar to you, and how you handle your firm’s data? You’re not alone. Many firms struggle to manage their data efficiently, which is why Orion is now working with Amazon Redshift so you can manage your data via the cloud. During this webinar, Orion’s Adam Palmer will talk with two Orion clients about their utilization of the cloud and how it has affected their business. Adam will also share some information on Amazon Redshift, including the benefits and how to get it set up.
On Demand

HiddenLevers War Room – FED Shock Therapy

Event Description: We all make mistakes - even the Fed. The recent admissions by Powell + Bernanke on central bank policy errors coincide with our ugly Fed Roulette outcome coming to fruition. Many believe that the Fed has lost credibility on inflation, and is turning a blind eye to the market downdraft to get it back. - Is the Fed put over? - Is a recession fully priced in at SPX 4000? - Why is gas at all-time highs when GDP is negative? Join us as we update our Fed scenario, and welcome thought leader Matthew Bartolini, Head of SPDR Americas Research at State Street – in the next Orion War Room.
On Demand

Wealth Management EDGE, WealthStack 2022, RIA Edge & Inside ETFs

The Diplomat Beach Resort Hollywood
Event Description:

Orion Advisor Solutions is heading to the Wealth Management EDGE conference! Our team is proud to participate in this multi-event conference as both an exhibiting sponsor and content provider. Find our leaders on stage throughout the week during the following sessions:

Wednesday, June 1 9:45am Eric Clarke, CEO, Orion - "The Future of Wealth Management: How Investment, Fintech and RIA Channels are Converging to Change the Future of Advice"  10:35am Joel Hurst, SVP Regional Sales, Orion - Orion Demo on the Leading Edge stage 1:15pm Tim Holland, Chief Investment Officer, Orion - "Allocation Nation Panel: Winning Strategies for Any Portfolio"  Thursday, June 2    12:15pm Dr. Daniel Crosby, Chief Behavioral Officer, Orion - "Psychology and WealthTech: The New Frontier of Fiduciary Advice" Friday, June 3  9:40am Ryan Donovan, SVP Regional Sales, Orion - "The Convergence of WealthTech & Investment Management: The New “Efficient Frontier”  

DACFP Vision

Thompson Austin Hotel Austin
Event Description: Orion Advisor Solutions is excited to participate in the DACFP VISION conference as both an exhibiting sponsor and panelist thought leader. Grant Engelbart, Senior Portfolio Manager with Orion, will join the panel "Allocating to Digital Assets with a Crypto SMA" on June 9th. DACFP's VISION conference is geared toward financial professionals, providing core information advisors need about the blockchain and digital assets.

EVOLVE National Conference

Loews Kansas City
Event Description:  Orion is proud to support and attend the National Resources Advisors' EVOLVE National Conference as an exhibiting sponsor.

INVEST 2022

New York Hilton Midtown New York City
Event Description: Orion is a proud supporter of the upcoming Financial Planning INVEST conference as both an exhibiting sponsor and content provider. On Friday, June 17th at 10:30am, Dr. Daniel Crosby, Chief Behavioral Officer will be on the main stage with his presentation "Can Behavioral Finance Lead to Better Advice?".

FA Magazine Invest in Women

Loews Hotel Atlanta Atlanta
Event Description: Orion is excited to support the FA Magazine Invest in Women conference as both an exhibiting sponsor and content provider. Our team will be on site to meet with conference attendees throughout the conference, and Lara Coviello, Vice President, Senior Portfolio Manager, Brinker Capital Investments will be participating on the event's Behavioral Finance panel discussion on June 22.

SEC Exam Priorities: What to Know, How to Prepare, the Tech You Need

Event Description: Compliance is not an annual one-and-done reporting activity, as we’re reminded each year with the release of SEC Exam Priorities, which indicates the areas that Compliance Officers should direct their energies during the year. SEC enforcement actions against firms increased by 7% in 2021, so advisor firms need to stay abreast to mitigate their risk with the ever-evolving regulatory requirements. During this webinar, Orion’s CCO Brian Ferko flags the hot topics from the exam priorities and how to prepare, and Carlos Guillen, SVP of Tech Products, shares how the game-changing BasisCode compliance Platform enables advisors to stay ahead of regulatory inquiries.
On Demand

Focus Financial Partners Conference

Four Seasons Hotel Las Vegas
Event Description:  Orion Advisor Solutions will be attending the Focus Financial Partners conference in Las Vegas as a sponsor and content contributor. Orion CEO, Eric Clarke, along with SVP of Consulting and Implementation, Greg Menefee will be speaking from the main stage on The Future of Client Experience and the Hottest Fintech Industry Trends. Randy Lambert and Joe Leybolt will also be sharing the Orion Roadmap during a breakout session on Friday, June 24th.

Power Your Growth Through a Network of Elite Advisors

Event Description: Looking to grow your advisory practice with the backing of a powerhouse aggregator firm? We’ve got a network of firms looking for advisors just like you to join their practice. In this webinar, we talk to two of these firms, Mariner and Financial Services Network, about how they recruit advisors for their firms, how they help advisors transition and grow, and what the future of the advisory business looks like. You’ll come away from this webinar prepared for a conversation or interview with an aggregator firm and understand how merging with one of these firms can help fuel your growth. Whether you’re an established RIA looking to merge with another like-minded firm to gain scale, or you’re an individual advisor or breakaway broker looking to join an existing firm, the Orion Network can help connect firms and facilitate introductions.
On Demand