Event Description: Orion’s Head of Tax Managed Solutions, Andy Rosenberger, CFA, is back to answer all of your top-of-mind questions! Join us for this exclusive opportunity to hear from Andy and get equipped to bring proactive tax management to every client.
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.
Event Description: You’ve processed your fee file at the custodian, now what? It’s time to track your receivables and process payments to your Reps! Join Makinzie Fox, Orion Billing Training Architect, for the last part of our Quarter End Webinar Series to learn more about the Post Payments app and how to run Advisory Fee Reports in the Payout Dashboard.On Demand
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.
Events Description: As you plan for quarter end, are you ready to run your bills and statements – quickly? We’ve got you covered! Join Makinzie Fox, Orion Billing Training Architect, for the second part of our Quarter End Webinar Series where you’ll walk you through how to complete your Quarter End Dashboard, run live bills, review your billing audit files, and run batch statements!On Demand
Events Description: Don’t waste time stressing about how to prepare for quarter end! Join Makinzie Fox, Orion Billing Training Architect, for Part 1 of our Quarter End Webinar Series where you’ll walk through the process of auditing your billing information and running a forecast bill. You’ll also learn how to kick off your Quarter End Dashboard so you’re fully equipped for a successful quarter end.On Demand
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: Would you expect a portion of your portfolio to be actively managed during periods of market volatility? If investors’ market participation expectations are as such, then tactical asset allocation strategies could make sense for their portfolios. Common characteristics of many tactical strategies include using signals to drive market exposures in an attempt to limit losses during severe drops and to potentially outperform during those sustained drops. Given the current state of the markets, with high valuations for stocks and low interest rates for bonds, many investors are looking for those investment strategies that can indeed adapt during periods of high market volatility. Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, as he stirs up the Tactical Asset Allocation Portfolio, a tasty pairing featuring Howard Capital Management’s Vance Howard & PIMCO All Assets’ Jim Maturzo, CFA.
Event Description: Now’s the time to find out why Orion Portfolio Solution’s New Client Portal, launching January 2022, will become the foundational tool for offering your clients a truly unique experience. The new Client Portal is designed to help you engage your clients in an easier, more personalized way with tools and technology intended to bolster the client experience. Get a guided tour of the new Client Portal and how it can be customized to best fit the unique needs of your clients, as well as, answers to all of your transition questions – live!