Event Description: Together, Orion and Eaglebrook are ready to arm advisors with the tools they need to support clients who want exposure to digital assets in their portfolios. Through a seamless and secure integration, you’ll gain exposure to professionally-managed Bitcoin and Crypto separately managed accounts to help clients meet their unique investment goals. Join Brock Hardwick, Orion’s Product Manager, along with Eaglebrook’s Christopher King, Founder, and CEO, and Roddy Chisholm, Head of Investment Platform, for an exclusive look into how this powerful integration will help you win new clients, scale your cryptocurrency operations, and expand your value proposition.
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On Demand Events
Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.
Event Description: In this month’s Portfolio Recipes webinar, Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, will be joined by Manish Khatta, CEO and CIO of Potomac Fund Management, Inc., and Michael Hadden, CFA, a portfolio manager at Brinker Capital Investments, to discuss how a well-diversified tactical portfolio can be useful in volatile markets. Tactical strategies are those strategies that can change their risk exposure and asset allocations based on changing market conditions. Their agility allows them to move in and out of different areas of the market to seek opportunities for higher relative performance. Not only can investors benefit from the work of tactical strategies themselves – they can also benefit from combining these strategies together. Plus: marrying tactical strategies can result in lower correlations not only to the overall market and lower correlations among the other strategies in the portfolio, providing even further diversification benefits.
Event Description: Cherie Jolly, CCO of Dynamic Advisor Solutions, is charged with helping the 75+ affiliates the business supports remain in compliance year-round. Compliance professionals know the importance of leveraging a comprehensive technology platform to help manage their clients compliance programs. From automating key Code of Ethics functions to tracking filing deadlines and providing essential training to advisors, BasisCode helps Cherie automate and streamline critical compliance tasks to keep each firm audit-ready. In this webinar, Carlos Guillen, Orion’s SVP of Tech Products, invites Cherie to share how BasisCode helps her provide best practices compliance services to her firms and their 3,600 investors.
Event Description: For many advisors, the account opening process has long been on the list of tedious yet crucial tasks to complete. Utilizing Apex’s digital API suite, Orion’s new Automated Account Solution transforms the account opening process so you have the speed, efficiency, and flexibility you need to deliver a better client experience. Join Orion’s Brian Morgan, CFP®, Director of Product, and Eddie Sempek, National Sales Manager, along with Apex’s Megan Hausmann, Director, Advisory Success, and Marcel Tsai, Senior Director, Advisory Success to see first-hand how we’ve streamlined the traditionally slow account opening process into an efficient workflow that can be completed in under 5 minutes. You’ll learn how you can compete with robo-advisors, efficiently convert prospects to clients through the delivery of simple proposals, and create scale while integrating financial planning, best-in-class reporting, and a white label client portal.
Event Description: Sure we’ve probably got a technical recession. But so what? Earnings are doing just fine, commodities are falling and housing is no longer crazy. The Fed shock therapy seems to be working, and other central banks are following suit. 1) Did peak inflation happen? 2) Will the Fed hawkishness stop now? 3) Did equities bottom at 3666? Join us as we update our Inflation scenario with our featured speaker, Phillip Toews, CEO and Portfolio Manager at Toews Asset Management, in the next Orion War Room.
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.
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.
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
Event Description: The widely awaited deal between Orion and Redtail has closed. Together, we are ready to transform the way advisors grow their business through a cohesive, tech-driven experience designed to connect every stage of the advisor-client journey. Join Trent Mumma, Orion’s EVP of Tech Products, and Brian McLaughlin, Redtail co-founder and now Orion’s President of CRM, for a first-hand look at our roadmap for combining Redtail’s next-generation CRM technology into Orion’s open architecture platform to help advisors scale essential operational functions and strengthen client relationships.
Event Description: Looking to grow your advisory practice with the backing of a powerhouse aggregator firm? We’ve got a network of firms looking for advisors just like you to join their practice. In this webinar, we talk to two of these firms, Mariner and Financial Services Network, about how they recruit advisors for their firms, how they help advisors transition and grow, and what the future of the advisory business looks like. You’ll come away from this webinar prepared for a conversation or interview with an aggregator firm and understand how merging with one of these firms can help fuel your growth. Whether you’re an established RIA looking to merge with another like-minded firm to gain scale, or you’re an individual advisor or breakaway broker looking to join an existing firm, the Orion Network can help connect firms and facilitate introductions.