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On Demand Events

On Demand Events

Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.

Lincoln Financial Group & Brinker Capital Investments

Event Description: Brinker Capital Investments’ Maureen Blumenthal, Relationship Manager of National Accounts, and Ali McCarthy, PhD Head of Practice Management will be taking part in practice management discussions with LFN staff on Wednesday, June 9th from 3:45pm – 4:30pm ET. The discussions provide an opportunity to engage with staff by sharing practice management best practices, success stories, and also answer questions. Click HERE for more information!

Pershing Insite

Event Description: Pershing is excited to bring together top clients, advisors, industry leaders, and sponsors to discuss financial trends, news, and business opportunities during this unprecedented time. Orion’s Todd Bertucci, SVP of National Sales, Jeff Kliewer, Senior Product Manager, and Eddie Sempek, SVP of Strategic Relationships will be speaking about the rapidly evolving wealth management landscape and Orion’s process to leverage the right technology fiduciary framework to create powerful client experiences. Click HERE for more information!

Why We Own What We Own

Event Description: Join Tim Holland, CFA, Chief Investment Officer at Orion Advisor Solutions, and Amy Magnotta, CFA, Senior Vice President, Head of Discretionary Portfolios, to learn about the third-party investment managers currently utilized in the Destination Funds, our latest asset allocation themes, and what we’re focusing on in today’s market.

On Demand

Deliver Better Investor Outcomes with Destinations

Event Description: Brinker Capital’s Destinations Portfolios are dynamic, multi-asset class solutions focused on meeting a range of investor needs and delivering better investor outcomes by helping to keep clients invested over the long term. Learn more about Brinker Capital’s dynamic yet flexible, multi-asset class investment approach, the Destinations Funds – the building blocks of Destinations Portfolios, and the potential outcomes from a dynamic portfolio.

On Demand

Capture China’s Growth and Innovation with KraneShares’ Model Portfolios

Event Description: KraneShares constructs differentiated core, strategic, and thematic model portfolios within Global, Emerging, and Chinese markets. With China playing a more critical role in the global economy, they seek to provide strategies that capture China’s importance as an essential element of a well-designed investment portfolio. Learn more about KraneShares China & EM Models available on Orion Communities.

On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | April 2021

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Director of Research Kostya Etus, CFA, 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.

On Demand

The Financial Advisor Lifecycle, Part 3: Leadership Begins With You

Event Description: We often speak of the client lifecycle, but what about the stages of being a financial advisor? Just like a young rookie trains differently than a Hall of Fame veteran, an advisor in the early stage of their practice has vastly different needs than one who has been established for years. For the first time, we will take an in-depth look at the technology, best practices, and helpful hints for advisors in every phase of their careers. Our first and second installments focused on exceptional advisor tech and effective communication. For the third and final installment of our triple-play series, we examine the most important part of any advisor/client relationship: you. Clients and colleagues want to work with a financial professional who is empathetic, open, and conscientious. Dr. Daniel Crosby, Orion Chief Behavorial Officer, will examine the five basic traits of personality and give actionable advice to understand how your personality traits affect others. Learn to “know thyself” in order to grow your practice, recruit teammates, and build unbeatable client relationships. It’s the bottom of the 9th—you’re ready to become a superior financial professional and offer an unprecedented level of service. Join us for a surefire path to the Hall of Fame. *Live attendance is eligible for 1 CFP Board CE credit. Please refer to CFP guidelines.

On Demand
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