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InvestmentNews RIA Tech for Breakaways – How to leverage technology to make going RIA easier

Events Description: There are few topics more top-of-mind for “breakaway advisors” than technology. In fact, the desire for better tech is often a top reason why advisors consider breaking away in the first place. To be sure, there is no shortage of RIA Tech out there. So, determining what should (and should not) be in your RIA “Tech Stack” can be a daunting task. Join InvestmentNews and Orion's President, Noreen D. Beaman, for this panel discussion and let these industry thought leaders help you parse through the many options.

Strategist Open House

Event Description: Join a panel of fellow industry strategists for an all-day session where we’ll discuss emerging industry trends, changing advisor and investor expectations and brainstorm new ways we can come together to enhance our platform offerings. More information coming soon!

Strategist Open House

Event Description: Join a panel of fellow industry strategists for an all-day session where we’ll discuss emerging industry trends, changing advisor and investor expectations and brainstorm new ways we can come together to enhance our platform offerings. More information coming soon!

Strategist Open House

Event Description: Join a panel of fellow industry strategists for an all-day session where we’ll discuss emerging industry trends, changing advisor and investor expectations and brainstorm new ways we can come together to enhance our platform offerings. More information coming soon!