Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.
Event Description: Join us for a 30-minute overview of Orion Advisor Technology, and chat with our team to get your questions answered. We will cover reporting, billing, financial planning, client portal, trading, advisor dashboard, and more. This webinar is a great option for advisors who are considering a new technology platform or looking for an all-in-one technology tool to streamline operations and improve client experience.
Event Description: If you’re having trouble with getting an integrated tech stack and it’s causing you frustration, workarounds, and manual data entry, then this webinar is for you. Join Jeff Kliewer, Orion’s integration expert, as he helps you identify red flags for your current tech providers. During this 20-minute interactive workshop, Jeff will lead you through exercises to evaluate your current technology partners, including a tech mind map and prioritization matrix, as well as ideas for successful tech implementation strategies.
Event Description: High-net-worth investors overwhelmingly believe that advisors who outsource their investing to third-party experts have more time to understand and deliver on their particular needs. Join Orion’s Kurt Brown, President, OCIO, and Andy Rosenberger, CFA, Head of Custom Indexing, to learn how to reclaim valuable time and meet your clients more than halfway on traditionally unscalable tactics – including this year’s trending topic, direct indexing. You’ll see how Orion can give you access to the tech, high-touch services, and investment team needed to help provide clients with personalized portfolios, tax optimization, and better outcomes.
Event Description: At Orion, innovation never rests and 2022 was no exception. This holiday season, we’re taking a look at some of our favorite tech solutions from the past year – including the powerful integration of Redtail CRM into our open architecture platform, the launch of Orion Custom Indexing, Automated Account Solution, and an exclusive look into the enhancements we made to our financial planning, trading, reporting, and data tools. Join our team of product experts to see how you can access the tech, resources, and support you need in 2023 to grow, scale, and realize your unique vision for success.
Event Description: If you’re not using stress testing as part of your model management processes, you’re leaving huge opportunities on the table. Join Eddie Sempek, National Sales Manager, and Phil Colling, AVP of Business Development, as they demonstrate how to leverage Orion Risk Intelligence to: 1) Stress test any model no matter who owns it (no limitations!) 2)Improve the risk review process by running multiple models against your client’s portfolio 3) Make changes without impacting models until you’re ready to move forward 4)Unite models with relevant risk data all under one roof with Orion’s Eclipse integration
Event Description: (Original Air Date: March 29, 2022) Would you expect a portion of your portfolio to be actively managed during periods of market volatility? Given one of the worst starts to the stock market in years, combined with high equity valuations, and rising interest rates, many advisors and investors are looking for active portfolio strategies that can adjust and potentially provide some level of downside portfolio protection if the stock market remains rocky. Having a tactical investment portfolio strategy can help make the right changes to asset or risk allocations, to actively adjust for changing market conditions. We look for these tactical strategies to manage risk, investor behavior, or over time, provide a superior risk-adjusted performance. Common characteristics of many tactical strategies include using signals to drive market exposures in an attempt to limit losses during severe drops and to potentially outperform during these sustained drops. In this month’s Portfolio Recipes webinar, we present two long-standing strategists on the OPS platform with historical records in successfully managing tactical asset allocation strategies Toews Asset Management and Ocean Park Asset Management.
Event Description: Surprisingly, only 50% of an advisor’s time is spent working with clients.* This is due to the demands of time-intensive operational functions including compliance, portfolio accounting, and marketing – which leaves limited time for managing client relationships. Join Timothy D. Welsh, CFP, President of Nexus Strategy, LLC, and Brian Morgan, Director, Product Management, as they show you how utilizing an automated account opening solution can help you provide an outstanding wealth management client experience, scale and create tremendous efficiencies in your business, and free up valuable resources to focus on new markets and fuel business development. *https://www.kitces.com/blog/how-do-financial-advisors-spend-time-research-study-productivity-capacity-efficiency/
Event Description: As you are in the throes of year-end tax planning, the importance of proactive tax management presents itself again. Harvesting losses on an ongoing basis, instead of just at year-end can result in an additional 1% of tax alpha per year.* Start taking action today so you can help lessen your client’s tax burden next year. Join Andy Rosenberger, CFA, Head of Custom Indexing, and Timothy D. Welsh, CFP, President of Nexus Strategy, LLC, to learn you can help clients grow their custom portfolios while minimizing the impact of taxes through Orion’s Custom Indexing. From tax-loss harvesting and tax transitioning to ESG – you’ll see how you can easily bring proactive tax management to every client through cost-effective and personalized portfolios at the touch of a button. * Source: “An Empirical Evaluation of Tax-Loss Harvesting Alpha” Shomesh Chaudhuri, Terence Burnham, Andrew W. Lo.
Event Description: High-net-worth investors overwhelmingly believe that advisors who outsource their investing to third-party experts have more time to understand and deliver on their particular needs. Join Orion’s Kurt Brown, President, OCIO, and Andy Rosenberger, CFA, Head of Custom Indexing, to learn how to reclaim valuable time and meet your clients more than halfway on traditionally unscalable tactics – including this year’s trending topic, direct indexing. You’ll see how Orion can give you access to the tech, high-touch services, and investment team needed to help provide clients with personalized portfolios, tax optimization, and better outcomes.
Event Description: As markets continue to struggle this year, we’re launching the first hedged equity strategy to the OPS Platform – designed to help lessen losses and have high market up capture. Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Phillip Toews, CEO and Lead Portfolio Manager at Toews Asset Management, to hear how the Toews Managed Risk Blueprint Strategy provides you with an equity strategy that remains fully invested but uses options contracts to attempt to offset losses. With a track record of navigating downturns in 2018, 2020, and 2022, the strategy can help your clients remain invested at a potentially critical time in market history.