On Demand Events

Event Description: Almost 60% of advisors believe a lack of integration between their core applications is their biggest technology pain point.* Meanwhile, 50% of advisors report increased growth through new client acquisition when their tech is actually integrated.** Introducing Orion Stacks: a new way we’re banishing siloed advisor tech forever and helping you harness growth for your firm. Join Eric Clarke, Chief Executive Officer, Brian McLaughlin, President, Advisor Tech, and Kyle Hiatt, Executive Vice President of Business Development, for an exclusive look at how Orion Stacks empower you to seamlessly connect all the tools you need to propel productivity, delight your clients, and grow your firm within Orion’s Fiduciary Flywheel: a tech-enabled process that empowers fiduciary advisors to attract new clients, connect planning goals to investment strategies, and ultimately achieve each investor’s goals. Register today to explore the best stack for spurring your business to greater momentum and finally focus on what matters most – growing and scaling your business. *Investment News **Orion Advisor WealthTech Survey, 2023

Event Description: The first installment of this three-part series focuses on the value that a financial advisor’s behavior brings to the wealth management process. You will leave with a better understanding of how to have more meaningful conversations with clients and keep them invested, regardless of what the market throws their way. Orion Practice Management brings you our Spring of CE webinar series with three webinars, one in March, April, and May, each qualifying* for 1 hour of CE toward the CFP®, CIMA®, CPWA®, and RMA® designation. *You can watch any of the webinars anytime from its air date until May 31, 2023 to get the CE credits. Credits will be reported weekly. 

Events Description: An effective compliance program requires constant monitoring – a daily, time-consuming task. What if your compliance software solution could automate monitoring and flag risks for review, so you could spend more time building your business? Client Oversight by Orion Compliance offers first-of-its-kind continuous monitoring of critical client-related pain points. With Client Oversight, you can streamline the detection and reporting of potential vulnerabilities with the following: 1) Pre-trade compliance. Check transactions allocated and update models against relevant policies such as restricted lists, leveraged ETFs, and escalation capabilities. Available via integration with Orion Eclipse. 2) Share Class Alerts (SCSD). Ongoing analysis determines if a cheaper mutual fund share class is available at the client’s custodian. Receive an alert when one is found. 3) Ownership Alerts (13D/G). Get notified when more than 5% of a public company’s shares are acquired by the firm. 4) Large Trader Alerts (13H). Learn when a transaction volume or amount equals or exceeds the rule’s established thresholds within a daily or monthly time frame. Kylee Beach, General Counsel at Orion Advisor Solutions, and Louis Giannini Director, Product – Compliance, detail how Client Oversight by Orion Compliance can automate manual compliance processes, reduce room for error, and free up your team to nurture your valuable client relationships that fuel growth.

Event Description: Money is a universal stressor on relationships whether you’re a new couple or longtime partners. Join Dr. Daniel Crosby, Chief Behavioral Officer, and Cade DeNazario Akers, Financial Planning Product Manager, as they present a bold vision and tool for infusing BeFi into prospecting and financial planning conversations resulting in stronger advisor-client relationships. Developed by Chief Behavioral Officer, Dr. Daniel Crosby, Orion’s new BeFi20 tool is grounded in research and designed to help advisors engage prospects and clients on the topics of money in relationships, money personas, fears and risk tolerance, spending and saving habits, and the overall importance of money. Learn how to make a meaningful first impression and provide immediate value to prospects and clients through Orion’s blend of BeFi, advisor technology, and digital marketing tools. Orion Behavioral Finance: Where Money Meets Meaning.

Event Description: Use this opportunity to expand your network, get inspired, and engage your target audience in a setting designed to spark fresh ideas and powerful connections.  Register today and reserve your spot!  Looking forward to seeing you there!

Event Description: Join Randy Lambert, EVP, Tech Operations, to learn how efficiency starts with the mindset of the people and leaders in your organization. He’ll share tried and true techniques that we’ve used here at Orion, and what we’ve seen work with top advisory firms – including the efficiency trifecta: aligning your people, processes, and tech.

Event Description: Start tapping into the $19 trillion dollar high-net-worth opportunity.* Orion Wealth Advisory can help you remain focused on capturing high-net-worth investors and strengthening client relationships while outsourcing tailored investment solutions and services to a team of wealth experts. Join Ryan LeStrange, Divisional Manager, and a panel of your advisory peers, to learn how they have successfully positioned Orion Wealth Advisory to win business in the high-net-worth space. * “Winning in the high-net-worth segment in US wealth management”, McKinsey & Company, August 2020.

Event Description: Now with three years of track record, the Market Cycle Advised Mandates (MCAM), portfolios are designed to help guide your clients to the right portfolio based on their unique risk tolerance, market participation attitudes, and investment goals. MCAM delivers actively managed, UMA portfolios that align with investor expectations and embody our three-mandate investment process. Join Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, BFA, Investment Research Analyst, Ben Vaske, BFA, and Lead Advisor Consultant, Gerald Matzke to hear how you will find allocations that are representative of the models, strategists, and characteristics that are broadly found on the OPS platform in one “easy button” within each portfolio.

Event Description: Harvesting losses on an ongoing basis, instead of just at year-end can result in an additional 1% of tax alpha per year.* Start taking action today so you can help lessen your client’s tax burden next year. Join Andy Rosenberger, CFA, Head of Custom Indexing, to learn how Orion Custom Indexing offers flexible and tax-efficient strategies to help improve “after-tax” client returns and reduce taxes. Plus, hear from one of your peers on how Orion Custom Indexing can help you improve outcomes, deliver proactive tax management, and gain new clients. * “An Empirical Evaluation of Tax-Loss Harvesting Alpha” Shomesh Chaudhuri, Terence Burnham, Andrew W. Lo.

Event Description: The client experience is one area that you can’t afford to skimp on. Your clients are at the center of everything you do, so it’s imperative that you have a Client Portal that meets their needs and expectations. As we see incredible growth rates of the Orion Client Portal, come and see what you are missing out on! Brian Morgan, CFP® and Josh Benson will provide a demo of the Orion Client Portal, including our advisors’ favorite features such as best-in-class integrations, performance reporting, and financial planning, and our newer features such as the mobile app, newsfeed, and automatically uploading custodian statements.