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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

June 2022 Product Release Webinar

Event Description: Be among the first to see what updates are coming to the Orion platform in June. Our product team will demo the updates and be available for any questions.
On Demand

Manage Your Alternative Assets with Ease

Event Description: Alternative investments are a great way to diversify a portfolio and mitigate market volatility, but they are also held outside of the traditional investment structure and can be a challenge for advisors to track and maintain. This is why we created the Orion Alternative Investment Platform (AIP), which allows advisors to provide all-in-one statements and reviews for their clients by maintaining alternative investment data in concert with publicly traded investments. Sign up to see a demo of this platform and see how you can leverage it to create efficiencies for your firm. We will also cover how you can outsource your alternative asset maintenance to Orion, and why that might be a great option considering rising labor costs in today’s world.
On Demand

Orion + Redtail: Transforming Advisor Growth through Next Generation CRM Technology

Event Description: The widely awaited deal between Orion and Redtail has closed. Together, we are ready to transform the way advisors grow their business through a cohesive, tech-driven experience designed to connect every stage of the advisor-client journey. Join Trent Mumma, Orion’s EVP of Tech Products, and Brian McLaughlin, Redtail co-founder and now Orion’s President of CRM, for a first-hand look at our roadmap for combining Redtail’s next-generation CRM technology into Orion’s open architecture platform to help advisors scale essential operational functions and strengthen client relationships.
On Demand

HiddenLevers War Room – Housing Whiplash

Event Description: While the $1T crypto market saturates headlines, the $43T U.S. housing market is what determines whether we are recession bound or not. Mortgage rates have doubled since March, and our biggest economic driver is eroding fast. 1) Have U.S. housing prices peaked? 2) Does the Fed want to end the housing boom? 3) When do mortgage rates overwhelm millennial demand? Join us as we update our U.S. Housing scenario and welcome thought leader Gargi Chaudhuri, Head of iShares Investment Strategy Americas – in the next Orion War Room.
On Demand

Orion and RISA: Transform Retirement Outcomes Through Personal Income Style Awareness

Event Description: At Orion, our mission has always been to power the advisor-client journey - from start to finish. That means offering the resources and technology our advisors need to do the best work for their clients throughout the entire financial management experience. That’s why we’re thrilled to announce our pilot partnership program with RISA. The Retirement Income Style Awareness profile, created by retirement income legends Alex Murguia and Wade Pfau, helps clients determine their individual retirement income personalities, so their advisors can build the personalized strategies for generating retirement income that makes sense for each unique client. Join Jeff Kliewer, Senior Product Manager at Orion, and RISA founders Alex Murguia and Wade Pfau to discuss: 1) RISA’s innovative, customizable framework for identifying individual retirement income personalities 2) How building retirement strategies around personal preferences drive better outcomes 3) How RISA integrates into your Orion platform 4) How you can participate in the partnership pilot
On Demand

Webinar Series – Find A Tech Solution That Grows With You: When To Admit You Need New Tech

Event Description: Switching tech providers takes research and time, but there comes a point when you realize your current solution isn’t working for you anymore. If you’ve got multiple workarounds and spreadsheets or spend hours doing manual work, it might be time to see what else is out there.
On Demand

July 2022 Product Release Webinar

Event Description: Join our product team to learn about the software updates being released in July. Take advantage of the opportunity to ask the product team your questions!
On Demand

Webinar Series – Find A Tech Solution That Grows With You: How Much Work Is It To Switch Tech Providers?

Event Description: If you’ve been thinking about switching tech providers, but feel intimidated by how much work it will entail, this webinar is for you. We will talk through what to expect when you switch - including what information you need to have ready, timelines, the impact on your clients, and more.
On Demand