Event Description: Ryon Beyer co-founded Hemington Wealth Management back in 2013, and has had to make critical decisions to shape the future of the RIA firm every day since then. The implementation of Orion’s technology has been a continuously evolving journey for Hemington, and has helped the RIA become one of the fastest-growing firms in the country. Join Ryon as he shares the key decisions and inflection points that have defined the past 8 years of breakaway success for Hemington, and how he is working to ensure success for the future.
On Demand Events
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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.
Events Description: The team at RFG Advisory has spent years cultivating culture and building a team of A-players. Along the way, they’ve figured out the secret to do it all, and do it all well when it comes to running an RIA. Award-winning RFG Advisory has racked up some of the industry’s most prestigious distinctions including Best Places to Work for Advisors, Innovation & Icons, Women to Watch, Top Non-Custodial RIA Support Platform, and top 300 RIA’s. One of the biggest focuses at RFG is achieving operational excellence, and in this webinar, you’ll find out what that means to their Advisors and how the team wakes up committed to getting 1% better every day.
Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, we’ll look at what happened in the market, highlight the strategist firms and models that performed best, and dive into total average performance by mandate type and strategist classification. We’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions.
Event Description: In this Q&A session, we talk about how one of the leading RIAs in the country is making an impression on the client experience by first focusing on the processes and systems behind the curtain. Lantz Hunt, Chief Operations Officer of Carson’s RIA, will share some of the key strategic moves the firm has made in order to build a compelling client experience that is also streamlined and seamless from behind the scenes.
Event Description: Join Raj Udeshi and Praveen Ghanta as they introduce a new scenario for this stage of the pandemic and discuss whether we’ve hit peak inflation, in the next HiddenLevers War Room.
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