Event Description: Cherie Jolly, CCO of Dynamic Advisor Solutions, is charged with helping the 75+ affiliates the business supports remain in compliance year-round. Compliance professionals know the importance of leveraging a comprehensive technology platform to help manage their clients compliance programs. From automating key Code of Ethics functions to tracking filing deadlines and providing essential training to advisors, BasisCode helps Cherie automate and streamline critical compliance tasks to keep each firm audit-ready. In this webinar, Carlos Guillen, Orion’s SVP of Tech Products, invites Cherie to share how BasisCode helps her provide best practices compliance services to her firms and their 3,600 investors.
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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: During periods of market volatility, many investors fall short of their financial objectives because emotion often overwhelms reason, irrationality trumps rationality, and thoughtfully constructed portfolios are exited. Which is why it’s now more important than ever for financial advisors to continue providing value to their clients. While short-term concerns on inflation, recession, and market volatility remain valid, we remain optimistic about the economy and believe long-term investors should still invest and diversify. Join Tim Holland, CFA, Chief Investment Officer, Dr. Daniel Crosby, Chief Behavioral Officer, and Thomas K.R. Wilson, CFA, Head of Wealth Advisory to gain insight into the latest market activity, our economic outlook, and how to use behavioral investing tendencies to keep investors on track to achieve their long-term financial goals.
Event Description: Are fast growth and hitting $1 Billion in AUM in your future? Let’s talk about how your tech should be helping you reach that milestone, and, even better, grow with you for your subsequent billion milestones.
Event Description: For many advisors, the account opening process has long been on the list of tedious yet crucial tasks to complete. Utilizing Apex’s digital API suite, Orion’s new Automated Account Solution transforms the account opening process so you have the speed, efficiency, and flexibility you need to deliver a better client experience. Join Orion’s Brian Morgan, CFP®, Director of Product, and Eddie Sempek, National Sales Manager, along with Apex’s Megan Hausmann, Director, Advisory Success, and Marcel Tsai, Senior Director, Advisory Success to see first-hand how we’ve streamlined the traditionally slow account opening process into an efficient workflow that can be completed in under 5 minutes. You’ll learn how you can compete with robo-advisors, efficiently convert prospects to clients through the delivery of simple proposals, and create scale while integrating financial planning, best-in-class reporting, and a white label client portal.
Event Description: Sure we’ve probably got a technical recession. But so what? Earnings are doing just fine, commodities are falling and housing is no longer crazy. The Fed shock therapy seems to be working, and other central banks are following suit. 1) Did peak inflation happen? 2) Will the Fed hawkishness stop now? 3) Did equities bottom at 3666? Join us as we update our Inflation scenario with our featured speaker, Phillip Toews, CEO and Portfolio Manager at Toews Asset Management, in the next Orion War Room.
Event Description: Join Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, and Chief Behavioral Officer Dr. Daniel Crosby, Ph.D., as they discuss the power of RIA-friendly 529 plans, like the recently enhanced Texas LoneStar 529 Plan®, and the key attributes to emphasize to your clients.
Event Description: If you’ve been thinking about switching tech providers, but feel intimidated by how much work it will entail, this webinar is for you. We will talk through what to expect when you switch – including what information you need to have ready, timelines, the impact on your clients, and more.
Event Description: In this month’s Portfolio Recipes webinar, Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, will be joined by Frank Nickel, CFA, Orion’s Head of Quantitative Strategies and Investment Risk, to discuss how Orion builds direct indexing portfolios and explore different direct indexing portfolios available to help meet clients’ unique investment objectives and risk preferences. Direct indexing portfolios provide advisors the advantage of creating truly personalized and transparent investment solutions that enable them to integrate legacy positions, manage specific security and sector risks, and even accommodate ESG considerations. For taxable investors, you’ll also learn about the benefits of providing “tax alpha” in today’s market environment.
Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Investment Research Analyst, Ben Vaske, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, Rusty and Ben will 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. They’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions.On Demand
Event Description: Switching tech providers takes research and time, but there comes a point when you realize your current solution isn’t working for you anymore. If you’ve got multiple workarounds and spreadsheets or spend hours doing manual work, it might be time to see what else is out there.