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Upcoming

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.

Orion Portfolio Solutions: Performance, Flows, & Positioning | May 2022

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Investment Research Analyst, Ben Vaske, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, Rusty and Ben will look at what happened in the market, highlight the strategist firms and models that performed best, and dive into total average performance by mandate type and strategist classification. They’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions.
On Demand

Orion’s Eye on the Markets: Check in with Tim Holland and Dr. Daniel Crosby

Event Description: With our nation shaken by uncertainty - you’re probably spending time managing not only your clients’ portfolios but also their emotions. It’s now more important than ever for financial advisors to continue providing value for their clients. Join Orion’s Chief Investment Officer, Tim Holland, CFA, and Orion’s Chief Behavioral Officer, Dr. Daniel Crosby to hear an update on the latest market activity and how to speak to your clients during periods of volatility. Tim and Daniel will share insights on how you can help keep investors on track to achieve their long-term financial goals.
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

Orion Portfolio Solutions: Performance, Flows, & Positioning | June 2022

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Investment Research Analyst, Ben Vaske, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, Rusty and Ben will look at what happened in the market, highlight the strategist firms and models that performed best, and dive into total average performance by mandate type and strategist classification. They’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions.
On Demand

Portfolio Recipes: The Direct Indexing Portfolio Recipe

Event Description: In this month’s Portfolio Recipes webinar, Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, will be joined by Frank Nickel, CFA, Orion’s Head of Quantitative Strategies and Investment Risk, to discuss how Orion builds direct indexing portfolios and explore different direct indexing portfolios available to help meet clients’ unique investment objectives and risk preferences. Direct indexing portfolios provide advisors the advantage of creating truly personalized and transparent investment solutions that enable them to integrate legacy positions, manage specific security and sector risks, and even accommodate ESG considerations. For taxable investors, you’ll also learn about the benefits of providing “tax alpha" in today’s market environment.
On Demand

The Power of RIA-Friendly 529 Plans

Event Description: Join Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, and Chief Behavioral Officer Dr. Daniel Crosby, Ph.D., as they discuss the power of RIA-friendly 529 plans, like the recently enhanced Texas LoneStar 529 Plan®, and the key attributes to emphasize to your clients.
On Demand

Orion’s Economic Outlook: Mind Over Market

Event Description: During periods of market volatility, many investors fall short of their financial objectives because emotion often overwhelms reason, irrationality trumps rationality, and thoughtfully constructed portfolios are exited. Which is why it’s now more important than ever for financial advisors to continue providing value to their clients. While short-term concerns on inflation, recession, and market volatility remain valid, we remain optimistic about the economy and believe long-term investors should still invest and diversify. Join Tim Holland, CFA, Chief Investment Officer, Dr. Daniel Crosby, Chief Behavioral Officer, and Thomas K.R. Wilson, CFA, Head of Wealth Advisory to gain insight into the latest market activity, our economic outlook, and how to use behavioral investing tendencies to keep investors on track to achieve their long-term financial goals.
On Demand

Webinar Series: Orion’s Summer of CE – Leadership Begins with You

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