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On Demand Events

On Demand Events

Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.

Advice Tech (Asset Map)

Event Description: An all-day live Virtual Conference showcasing the newest advisor fintech.  Join Orion’s Brian Morgan CFP and Product Director of Financial Planning, for a demo of the Orion Planning tool – Orion FP, now available for advisors to use in outreach to underserved families and individuals looking for independent financial advice and guidance

 

Portfolio Recipes: Rising Rates Portfolio

Event Description: Many advisors are worried that interest rates will move high in the years ahead. And for good reason… With longer-term interest rates already well above their 2020’s lows and with inflation readings at multi-decade highs and threatening to go higher, many advisors want to know which strategies will perform better in rising rate environments and how these strategists are adapting to such an environment. Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, Jonathan Scheid, CFA, AIF, Managing Director, Solutions at Buckingham Strategic Partners, and Glenn Dorsey, CFA, CAIA, Senior Vice President and Head of Client Portfolio Management at Clark Capital Management Group for our latest installment of Portfolio Recipes.

On Demand

Ameritas Pathways

Event Description: Pathways – AIC/AAS Forum is a securities-focused meeting that will incorporate product and practice management content under a cohesive wealth management approach. As with previous years’ meetings, financial professionals will have the exciting opportunity to hear from dynamic speakers, interact with meeting sponsors, and visit with AIC/AAS management. Eric Sanders, Strategic Consultant at Orion Advisor Tech will co-host a Technology Idea Sharing Session with Adam Lillich, Lead Technology Partner at Ameritas. The session will take place on July 28th from 2:15 pm -3:20 pm at the convention center in Denver.

FSI

Event Description: Join Noreen Beaman, President of Orion Advisor Solutions, at FSI at the Hyatt Regency Grand Cypress in Orland, FL on July 27 at 3-4 pm EST. for a valuable panel discussion on what many BD’s and RIA firm executives envision what the three categories of home office staff in the future workplace look like. Additionally, Amy Magnotta, CFA Co-Head of Discretionary Portfolios will be speaking on the Due Diligence track.

Portfolio Recipes: The Fundamental Portfolio

Event Description: Today, as the tides of change constantly disrupt the economy, some investors want portfolios that can adapt to market changes. Investment approaches grounded in fundamental research with independent high-conviction decision-making can help you pursue this goal. Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT with guests Robert D. Baker, President of Advanced Asset Management Advisors, Inc., and Mario DiVito, an equity and multi-asset investment director at Capital Group, for our latest installment of Portfolio Recipes. Learn how to construct a portfolio steeped in fundamental analysis!

On Demand
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