Skip to main content.
Subscribe

Upcoming

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.

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.

Webinar Series: Orion’s Summer of CE – Behavioral Alpha: An Advisor’s Greatest Value

Event Description: This summer, Orion brings you our Summer of CE webinar series with three webinars, one in June, July, and August, each qualifying for 1 hour of CE toward the CFP designation. Join Chief Behavioral Officer, Dr. Daniel Crosby, as he explores the underlying psychology affecting decision-making and the ability to foster stronger relationships in the financial space. You’ll learn how giving your best advice can help steady clients during volatile markets and how you can strengthen your client relationships and your practice.
On Demand

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.

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.

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.

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: Orion’s Summer of CE – The Science of Influence

Event Description: This summer, Orion brings you our Summer of CE webinar series with three webinars, one in June, July, and August, each qualifying for 1 hour of CE toward the CFP designation. Join Chief Behavioral Officer, Dr. Daniel Crosby, as he explores the underlying psychology affecting decision-making and the ability to foster stronger relationships in the financial space. You’ll learn how giving your best advice can help steady clients during volatile markets and how you can strengthen your client relationships and your practice.
On Demand