Event Description: There is increasing demand to improve effectiveness of compliance programs, based on SEC regulations and the compliance risks in the advisor work-from-home model. Now is the time to learn about Orion’s new partnership with BasisCode Compliance, LLC., a comprehensive cloud-based compliance software platform for the financial services industry. Join Orion Advisor Solutions’ General Counsel, Kylee Beach and Vice President of Compliance Technology, Carlos Guillen as they discuss the robust offering BasisCode brings to Orion advisors, along with a glimpse of the future integrated roadmap and an insider’s view demo of the game-changing compliance tech by Orion’s Sonya Reeve.
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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 the last few decades, the wealth management industry’s primary value proposition has been repeatedly disrupted by technology; a trend that is only accelerating today. So where does an advisor add value in a world of universal technological access and democratized retail investing? In this interactive presentation on December 7, Orion CEO Eric Clarke and CBO Dr. Daniel Crosby will share a bold vision for the future of the industry that places the relationship between client and advisor at the center of the conversation. To learn more click here.
Events Description: Join Laura as she dives into the practices that have worked to create efficiencies at SignatureFD, an award-winning and quickly growing RIA. As Director of Client Care and Operations, she has a deep understanding of how people, processes, and technology can work together to bring ideas to fruition and achieve results for clients. Laura will cover how SignatureFD uses data to effectively run their business and how the teams leverage AIP to wow their clients.
Event Description: What’s all the buzz about active management? Make sure to catch this webinar to find out. Actively-managed investment strategies, meaning those that are trying to beat benchmarks, are back in demand. Not only is the “average stock” handily outperforming the cap-weighted benchmarks over the last year, but the net flows into actively-managed funds are the best they’ve been in over a decade, if not longer. There are different forms of active management where some approaches are highly diversified and essentially represent a closet indexing approach. This style of investing makes sense in some situations, but many investors prefer a more active approach. One that is clearly different than most managers. In this month’s Portfolio Recipe webinar, we serve up two investment strategists who believe in many of the same philosophical investment principles, but create portfolios that are clearly unique. Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, and guests from Hotchkis & Wiley and Polen Capital.
Event Description: Marty Bicknell knows a few things about client experience and fast growth. As a co-founder, and current President and CEO, of Mariner Wealth Advisors, Marty has led the firm from just an idea in 2006 to a top-five RIA Firm by Barron’s from 2016 to 2021. Join us during this exclusive webinar where Marty will share what he has learned along this journey of scaling his business, and tactics for keeping clients at the center of everything the firm does. You can also catch actionable tips and stories on how Mariner Wealth Advisors has used Orion Advisor Tech to fuel their growth and create an efficiently running firm.
Event Description: Join Andy Rosenberger, CFA, Head of Orion’s Tax Managed Solutions to hear how Orion’s premier Tax Managed Solution enables you to help solve the complexities of tax-sensitive portfolios, serve the comprehensive needs of investors, and elevate your advisory practice. Andy will be joined by Joe Graziano, CFP®, Vice President, Wealth Management Partner at FFP Wealth Management to discuss how through the support of our dedicated Tax Management Team, he was enabled to: 1) Serve clients more effectively 2) Attract and win new clients 3) Differentiate his offering
Event Description: Is Bitcoin a fad or a revolutionary technology that will transform commerce on a planetary scale? As a financial advisor, it’s important to become knowledgeable about blockchain, as well as bitcoin and other digital assets, so you can decide whether your clients should invest – or stay away. This vital session removes the mystery about these innovative technologies, enabling you to have meaningful conversations with your clients, while also helping you learn the implications for your own advisory practice. Presented by legendary financial advisor Ric Edelman, founder of the largest RIA firm in the country, who has been ranked #1 Independent Financial Advisor in the nation by Barron’s three years straight.
Event Description: Advisors can now connect MoneyGuide’s financial plans with Orion’s Client Portal investment performance data to better understand how their proposed strategies affect their clients’ estate planning strategies. During this live event, hosted by MoneyGuide, you will uncover how their integration with Orion’s Client Portal makes it easier to go from plan to portfolio implementation. Plus, MoneyGuide unveils their newest solution, Wealth Studios, and demonstrates its advanced estate planning strategies which addresses client cash flow questions prior to retirement, and models dynamic net worth over time.
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.
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.