On Demand Events

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: Digital client experience tops the list of spending priorities for wealth management firms in 2023*, and with good reason. Client experience is a major predictor of business growth. Happy clients give your business staying power and great word of mouth. That means selecting the right TAMP is no longer just about ensuring your back office runs smoothly. Offering top-notch, convenient technology for your clients is key to growing your business. Please join Orion’s team of experts for a tour of a client experience like no other with personalized proposals, accessible tools within a custom branded portal, and a convenient mobile app as well as holistic financial planning – only available on Orion Portfolio Solutions. *Source: F2 Strategy

Event Description: One of the biggest challenges compliance officers face is their long list of disparate tasks. What if there was a way to streamline and automate processes to reduce risk and make your work easier? Compliance tech simplifies many essential compliance tasks, giving you and your team unparalleled visibility into procedures, statuses, and due dates. A centralized workspace gets everyone on the same page and helps ensure compliance excellence firm-wide. Ryan Stevenson, Associate Vice President of Business Development, at Orion Advisor Solutions, speaks with Brian Ferko, CCO of Brinker Capital, about how Orion Compliance has introduced greater ease, clarity, and control into his daily work.

Event Description: There is no question that 2022 was a difficult year for the market and in return, investors. From seeing the highest inflation rates in four decades, rapidly rising interest rates, to a fiercely divided political landscape, we dealt with a volatile market. Join Tim Holland, CFA, Orion’s Chief Investment Officer, as he shares insights on how we left 2022 and what we are watching for in 2023 including inflation, the yield curve, and the Fed. Dr. Daniel Crosby, Orion’s Chief Behavioral Officer, will then dive into how to use behavioral investing tendencies to stay on track when trying to achieve investment goals.

Event Description: High net-worth investors are estimated to have $19 trillion in investable assets¹ and own 43% of total investable assets² in the U.S. To tap into that opportunity and reach those clients, you need a solution that delivers an exclusive wealth experience that’s personalized to meet their needs. Brinker Capital Wealth Advisory enables you to offer high-net-worth investors: 1) Tailored investment experiences to help clients grow, manage and preserve their wealth 2) An exclusive suite of vetted partner services to meet their specialized needs 3)Personalized, white-glove service through a team of wealth experts that includes dedicated client portfolio managers Join Thomas K.R. Wilson, CFA, along with Ryan LeStrange, Divisional Vice President, to learn how you can capture high-net-worth opportunities with Brinker Capital Wealth Advisory on Orion Portfolio Solutions.¹ “Winning in the high-net-worth segment in US wealth management”, McKinsey & Company, August 2020.² “The Cerulli Report – U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2020”, Cerruli Research, December 2020.

Event Description: High-net-worth investors overwhelmingly believe that advisors who outsource their investing to third-party experts have more time to understand and deliver on their particular needs. Join Orion’s Kurt Brown, President, OCIO, and Andy Rosenberger, CFA, Head of Custom Indexing, to learn how to reclaim valuable time and meet your clients more than halfway on traditionally unscalable tactics – including this year’s trending topic, direct indexing. You’ll see how Orion can give you access to the tech, high-touch services, and investment team needed to help provide clients with personalized portfolios, tax optimization, and better outcomes.

Event Description: (Original Air Date: March 29, 2022) Would you expect a portion of your portfolio to be actively managed during periods of market volatility? Given one of the worst starts to the stock market in years, combined with high equity valuations, and rising interest rates, many advisors and investors are looking for active portfolio strategies that can adjust and potentially provide some level of downside portfolio protection if the stock market remains rocky. Having a tactical investment portfolio strategy can help make the right changes to asset or risk allocations, to actively adjust for changing market conditions. We look for these tactical strategies to manage risk, investor behavior, or over time, provide a superior risk-adjusted performance. 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 these sustained drops. In this month’s Portfolio Recipes webinar, we present two long-standing strategists on the OPS platform with historical records in successfully managing tactical asset allocation strategies Toews Asset Management and Ocean Park Asset Management.