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Upcoming Events

September 2021 Product Release Webinar

Event Description: Be among the first to see what updates are coming to the Orion platform in September. Our product team will demo the updates and be available for any questions.
On Demand

Pathways to Growth: Advisor Benchmarking Study

Event Description: Capital Group’s, Mike Van Wyk, will present the findings from their 1,500 person Pathways to Growth Advisor Benchmark Study that set out to uncover the behaviors and habits of high-growth practices. It lays out the three key focus areas of Always-On Acquisition, Relationship Alpha, and Strategic scale and shares insights on how advisors seeking to grow their practices can shift their behaviors toward higher-value activities. Additionally as part of the webinar, in Fuel Growth with a COI Engagement Strategy, Paul Cieslik, also of Capital Group, will teach about the science of referrals and how to apply it in building professional partnerships among the centers of influence (COIs) of your most engaged clients. You will learn: 1) The science of referrals, especially the concept of social currency 2) How to identify engaged clients who are most likely to be a source for COI introductions 3) Step-by-step ways to build relationships with COIs
On Demand

Processing Quarter End – Part 2

Event Description: Join the second part of our Quarter End Webinar Series where we'll walk you through how to complete your Quarter End Dashboard, run live bills, review your billing audit files, and run batch statements! You can also register for Part 1 or Part 3.
On Demand

Finalizing Quarter End – Part 3

Event Description: You've processed your fee file at the custodian, now what? It's time to track your receivables and process payments to your Reps! Join the last part of our Quarter End Webinar Series to learn more about the Post Payments app and how to run Advisory Fee Reports in the Payout Dashboard. You also register for Part 1 and Part 3!
On Demand

The New Dynamic Diversified Alpha Pairing

Event Description: Learn more about the Dynamic Diversified Alpha Approach from Brinker Capital & BlackRock! BlackRock, a global investment manager, is coming together with Brinker Capital, a dynamic, boutique strategist, to bring you the new Dynamic Diversified Alpha pairing. This pairing, featured on LPL’s MWP platform, brings together two innovative strategists, BlackRock, backed by their industry-leading proprietary risk management platform, Aladdin® - and - Brinker Capital, a 25-year veteran of rigorous, independent due diligence and manager selection. Join Jason Nicastro of LPL, Brinker Capital’s Ryan LeStrange, and Eric Mueller of BlackRock as they introduce this unique model pairing, designed to serve as an all-weather core asset allocation to compound long term growth over time. Don’t miss this opportunity to learn: 1) More about the growth of MWP’s platform and how LPL’s recent product enhancements support model pairing, like the Dynamic Diversified Alpha, as well as, account-level pricing, Flex IO, and beyond. 2) How the Dynamic Diversified Alpha approach allows for investment management with a longer-term strategic view while offering the flexibility to respond to changing markets. 3) Why this powerful blend, from two investment managers known for asset allocation, industry-leading risk management, and manager due diligence, would be a valuable addition as a core holding in your client’s portfolio. 4) Who to contact to learn more about this blended portfolio approach.
On Demand

Let’s Talk Higher Taxes: The Policy Debate Heats Up – What It Means For the Economy, Markets and Portfolios

Event Description: To help fund the “Build Back Better Act,” meaningful changes to the U.S. tax code have been proposed, including higher rates on capital gains, earned income, and corporate profits as well as new limitations on retirement accounts. As the tax policy debate heats up in Washington, D.C., please join us for a very timely conversation between Steve Pavlick, Head of Washington Policy Research for Renaissance Macro Research, and Andy Rosenberger, Orion’s Head of Tax-Managed Solutions, on the proposed changes to the tax code, what proposals are likely to be embraced by Congress, and how a final bill could impact the economy, the markets, and your investment portfolio.
On Demand

Recalculating & Troubleshooting Live Bills

Event Description: There are times when a live bill needs to be revised after it’s already been run. Did you know that you are able to recalculate a bill to reflect changes such as an updated fee schedule, asset exclusion, or changes to billing settings? Join us to learn more about how to recalculate fees while you are mid-bill run, and after you've already collected the fee from the custodian.
On Demand

Build an Efficient Client Experience

Event Description: In times of uncertainty, clients expect more from their financial advisor. In order to go above and beyond, advisors need to ensure they have all the latest technology to deliver an outstanding digital client experience. The experience must seamlessly provide clients access to the most important elements of their financial lives in a single place. In fact, 81% of advisors agree that the client portal is the most important technology solution for improving the client experience, and accordingly, the number one area of investment for improving the client experience.* Focusing on the client experience will inherently help grow your business, create scale, and increase your firm’s value overall. But to reap those benefits, you need technology that both provides value to your clients and enhances your efficiency as an advisor, so you can spend more time growing your relationships. Join Orion’s own George Svagera, Vice President of Business Development, for an overview of the Client Portal and hear some of the biggest highlights that can be a game-changer for your firm and your clients. George will talk financial planning, account aggregation, prospecting, integrations, reporting, and more! *2019 Investment News Advisor Technology Study
On Demand

Enhancements To Your Orion Portfolio Navigation

Event Description: We’ve been making some updates to the advisor experience within Orion, and our dynamic trio of Jeff, Karin, and Levi are excited to share the features and benefits of these updates with you in this webinar. The changes we made to the navigation are all based on client feedback and pertain to areas such as the portfolio tree, ad hoc grouping, and others. Sign up now so you can be among the first to see these new features and be well-prepared for when the features go live later in October.
On Demand

Portfolio Recipes: The Low Volatility Factor Portfolio featuring Northern Trust & First Trust

Event Description: The stock market has had an impressive bull market since early last year, and arguably over the last dozen years or more. Conditions suggest even more gains ahead. The cost of strong stock market returns, however, are higher valuations, which in turn suggest we should see lower (albeit positive) returns and potentially higher volatility. Given this backdrop, how can investors play both offense and defense with their equity holdings? Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, Jordan Dekhayser, CFA, Head of the Quantitative Strategist Team at Northern Trust Asset Management, and Dan Lindquist, CFA, Managing Director with First Trust.
On Demand

Orion Cash & Credit – Lending and Cash Management

Event Description: Today’s consumers expect a one-stop-shop for their financial services, putting advisors in competition with brokers, banks, and robo-advisors. To help advisors meet increasing client needs to incorporate banking into wealth management, Orion offers Orion Cash & Credit, a fully integrated lending and cash management solution that helps advisors: 1) Increase client retention through the ability to offer more comprehensive financial services for clients, creating increased loyalty and higher retention rates. 2) Compete with large banks and wirehouses armed with a powerful equalizer to offer competitive lending and cash management services. 3)Attract and serve high-net-worth clients who often have complex needs and value concierge services such as lending and cash management. Join Jason Moore, Chief Solutions Officer, Orion Advisor Solutions, along with Steven Canup, Managing Director at Focus Client Solutions, and Joe Sweeney, AIF, Managing Partner, Cornerstone Wealth Group to learn more about incorporating banking solutions into comprehensive wealth management.
On Demand

October 2021 Product Release Webinar

Event Description: Kick off Q4 by joining our product team to learn about the software updates being released in October. Take advantage of the opportunity to ask the product team your questions!
On Demand