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!
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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: 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.
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.
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.
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.
Event Description: Join Tim Holland, CFA, Chief Investment Officer at Orion Advisor Solutions, and Amy Magnotta, CFA, Senior Vice President, Co-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.
Event Description: For Josh Brown, CEO and co-founder of Ritholtz Wealth Management, structuring the RIA as a fee-only fiduciary was a critical part of the mission to guide investors to long-term investing. The firm even created a loyalty program that would discount fees for clients who invested with them for three or more years—a plan that has garnered national headlines since Ritholtz opened their doors in 2013. During a live, interactive panel discussion on May 18 at 3 PM CT, Brown (also known as “The Reformed Broker”), Ritholtz Wealth Management’s COO Nick Maggiuilli, and Director of Wealth Management Kris Venne will provide a behind-the-scenes look at how this strategy came to be. They’ll also dive into how the firm operates day-to-day with Orion’s capabilities and open the floor to attendees for a Q&A session. So be sure to bring your questions on fintech, practice management, client interface, content, and more!
Event Description: As a financial professional, it’s easy to get lost in our crowded industry. In order to set yourself apart from your competition, you need to offer a unique level of service. Luckily for you, Orion offers the customized, evolving, and cutting-edge solutions you need to differentiate your firm and grow your business. At Orion, we constantly adapt our services and solutions based on your needs and feedback. Join Orion experts Sean Hollingshead and Ashley Heinzman for a tour of Orion’s latest innovations and capabilities, designed to help you offer the kind of incredible client service that sets your firm apart: 1. Cutting-edge user interface 2. Easy-to-use Client Portal 3. Efficient Mobile app 4. Enhanced Trading function. Whether you’re an experienced Orion user or brand new to our offerings, this valuable webinar will arm you with the tools you need to stand out in the crowd, strengthen your client relationships, and offer an unbeatable level of service. *Live attendance is eligible for 1 CFP Board CE credit. Please refer to CFP guidelines.
Event Description: Welcome to the third episode of Portfolio Recipes! In this installment, Orion’s Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, cooks up a pairing to combat the industry’s rising inflation speculation. The Inflation Hedge Portfolio blends Brinker Capital’s Real Assets ETF strategy with Main Management’s International strategy, using the power of diversification to mitigate inflation risk and help advisors deliver risk-appropriate returns for their clients. During the webinar, Rusty will be joined by Kim Arthur, Chief Executive Officer and Chief Investment Officer at Main Management, and Grant Engelbart, Senior Portfolio Manager at Brinker Capital Investments. Don’t miss out! Join us to learn more about: 1) The rise of inflation and inflation expectations, and the growing concern among advisors and investors about how to hedge inflation risk 2) How the combination of Main Management’s and Brinker Capital’s strategies can help hedge inflation 3) How you can leverage valuable resources available through Orion Portfolio Solutions.On Demand