Event Description: Advisor Perspectives’ Thought Leader Summit 2021 is a two-day event positioned for financial advisors to learn from your thought-leaders. On August 25th, at 11:15am ET, join Daniel Crosby, Ph.D. Chief Behavioral Officer at Orion, Todd Bertucci SVP of Enterprise Sales Orion Advisor Tech at Orion Advisor Solutions, Shauna Mace, CHPC Founder, Growth Consultant and Coach Inspire Growth will discuss the 3-dimensions of scalable growth to help you improve acquisition, increase referrals, expand your share of wallet, and drive efficiency through technology.
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Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.
Event Description: Tucson, AZ. Cambridge will be honoring their top financial professionals with dynamic sessions and engaging networking opportunities. Zack Seitz Regional Vice President of Orion will be in attendance.
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.
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.
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.
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!
Event Description: Whether you’re just starting out on your breakaway journey, or you’ve already established your independence, setting up your RIA can be exhilarating, daunting, and, at times, isolating. But you aren’t alone. Join our Making the Break event for actionable advice and best practice tips from a panel of advisors who have been in your shoes, along with valuable sessions from industry thought leaders and market experts.On Demand
Event Description: Drawing on a 44-year heritage of research, Morningstar Managed Portfolios’ asset allocation approach has evolved to what they call valuation-driven asset allocation. Along the way, history has taught them five lessons that are covered in this presentation.
Event Description: LightPoint Portfolios™ are the convergence of advanced analytics, institutional asset management, and impeccable biblical values. Beacon Wealth Consultants has been providing Biblically Responsible Investing solutions to clients for over 20 years and now our five turn-key, fully asset-allocated, risk-based portfolios are available to you at Orion. Our Chief Investment Officer and Investment Committee utilize institutional research and a forward-looking interpretation of the markets and the investments are screened for abortion, adult entertainment, anti-family concerns, and companies that exploit human addictions.