Finding the Perfect Match: A New Network for Transitioning Advisors
From the biggest industry conferences to new user and product training, meet us on the road or online at any of these upcoming events.
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”