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 Events
- Product Line
- Recommended For
- Advisor Experience
- Client Experience
- Data Services
- Financial Planning
- Investment Management
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: We are living in an unprecedented time full of uncertainty. As troubling headlines around COVID-19, the housing market, and rising inflation flood your clients’ emails and news feeds, it’s only natural that they’ll fear what’s next. Now, more than ever, discussions around risk and real-time events are essential in calming client concerns. Together, HiddenLevers and Orion provide advisors with tools to acknowledge and address clients’ concerns while also reassuring them that they’re properly invested to meet their financial goals—no matter what the future holds. Led by Business Development Executive Clark Jeffries, and joined by Adam Palmer, Director, Product Management, we’ll discuss actionable strategies to provide investors peace of mind and explore how HiddenLevers + Orion can help prevent clients from allowing fear to disrupt investment decisions. We’ll also showcase an in-depth review of HiddenLever’s capabilities, such as gauging risk tolerance, stress testing portfolios, and recommendation building to minimize risk.
Event Description: Don’t waste time stressing about how to prep for quarter end! Watch Part 1 of our Quarter End Webinar Series where we’ll walk through the process of auditing your billing information and running a forecast bill. We’ll also show you how to kick off your Quarter End Dashboard so you’re fully prepared for a successful quarter end.On Demand
Event Description: Ameritas Connection is virtual this year. Connection is built on the foundation of a meeting For the Field, By the Field. Jacob Danielson, Orion Advisor Technology’s Strategic Consultant, and Courtney Turner, VP of Strategic Relations for Orion Portfolio Solutions, will be managing Orion’s virtual booth.
Event Description: Let’s round out 2021 Q2 with the latest details on this month’s tech build! Understand what updates were made to the Orion Advisor Tech platform and how to leverage them in your business. You can also take advantage of the opportunity to ask our product team any questions about the updates. April and May product release webinars are also available at registration!
Event Description: Aite Group’s Digital Innovation in Wealth Management Executive Forum is open to qualified attendees only. Qualified attendees include senior-level wealth management executives (i.e., Directors, VPs, C-level), or their equivalent; involved in the purchase, evaluation or recommendation of IT or wealth management products/services; and/or responsible for wealth management within their organizations. Orion’s Eddie Sempek, SVP of Strategic Relationships on the Digitalization and Client Discovery panel at 11:30am EST-12:15pm EST. Click HERE for more information!
Event Description: Built by wealth management veterans to elevate the independent advisor category, Cadaret Grant has been shaping the industry for over 30 years. Acquired by Atria in 2018, they continue to champion the independent approach today. Orion’s Tim Holland, Chief Investment Officer will be giving a Market Outlook on the Cadaret Grant panel.
Event Description: Want to take a deeper dive into Orion’s most common performance calculation? Join our Performance Training Architect to gain a better understanding of how Time-Weighted Return is calculated in Orion. We’ll also show you how to easily gather key data points directly from the system, and will break the calculation down for you using simplified mathematics!On Demand
Event Description: Beacon weaves together enterprise wealth firm leaders and marketplace solution providers, along with current experience case studies to draw out critical thinking and uplift awareness for their attendees. Orion’s, George Svagera SVP of Business Development and Ryan Donovan SVP of Business Development will be joining the Compliance, Operational Excellence, and Firm Leadership discussions. Click HERE for more information!
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!