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Upcoming Company Events

June Ascent

Join us for our virtual Ascent event, where we’ll present our latest innovations in action and provide valuable insights from industry experts.
On Demand

Orion Advisory Board Fall Exclusive

During this exclusive full-day event, Orion Advisory Board members came together to help shape the vision and direction of Orion’s technology roadmap.
On Demand

Elite Advisor Group Fall Exclusive

This exclusive meeting will focus on the incredible value of our merger with Brinker Capital, including a robust High-Net-Worth offering and powerful behavior finance capabilities, as well as the launch of Element, our new advisor portal that delivers powerful investment technologies and options through an intuitive user experience.
On Demand

Ascent

Event Description: Join us for our virtual Fall Ascent event on November 4 and 5, where we’ll present our latest innovations in action and provide valuable insights from industry experts. Book your spot for this two-day, platform training—for only $99!
On Demand Agenda

Making the Break: Orion’s Breakaway Bootcamp

Event Description: Whether you’re just starting out on your breakaway journey, or you’ve already established your independence, setting up your RIA can be exhilarating, daunting, and, at times, isolating. But you aren’t alone. Join our Making the Break event for actionable advice and best practice tips from a panel of advisors who have been in your shoes, along with valuable sessions from industry thought leaders and market experts.
On Demand

Interested in sponsoring one of our events? Email us at sponsorships@orion.com to learn more!