On Demand Events

Event Description: If you are looking to take the management of your client’s assets to new levels, then it is time to join Jim Joyce, Regional Vice President, and…Get to Know Orion Portfolio Solutions! Orion Portfolio Solutions is a turnkey asset management program that seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support. We are one of the largest and among the fastest-growing turnkey asset management programs in the industry.  Why not take 30 minutes and find out more? Jim will be offering four sessions and each session will have a guest presenter from our curated list of managers.  Click below to register for this session or other dates and times!

Event Description: Held two days after the 2020 presidential election, this year’s Industry in Transition virtual conference will be unprecedented in its scope, content, and impact. Our country is at a crossroads, with a pandemic, social unrest, a divisive election, and market upheaval — with our business right in the center of the storm.

Where to Find Orion: Catch “Hub Talk” with Orion’s CIO Rusty Vanneman for a look at the post-election markets and what to expect in 2021, held 4:35 – 4:45 PM.

Event Description: Join Jeff Raupp, CFA, Chief Investment Officer, Tim Holland, CFA, Global Investment Strategist, and Dr. Daniel Crosby, Chief Behavioral Officer for a post-election discussion.

Events Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Director of Research Kostya Etus, CFA, for the inaugural edition of what will become a monthly illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, we’ll take a look at what happened in the market, dive into total average performance and total net flows broken down by mandate type and strategist classification, and highlight the strategist firms and models that performed best. We also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including new strategists added during the month of September.

Event Description: Is this performance or not? Join us to take a deeper dive and watch the final installment of our 3-part performance series.  We’ll debunk common industry assumptions about what is considered performance.

Event Description: Join us for our virtual Fall Ascent event on November 4 and 5, where we’ll present our latest innovations in action and provide valuable insights from industry experts. Book your spot for this two-day, platform training—for only $99!

Event Description: If you are looking to take the management of your client’s assets to new levels, then it is time to join Jim Joyce, Regional Vice President, and…Get to Know Orion Portfolio Solutions! Orion Portfolio Solutions is a turnkey asset management program that seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support. We are one of the largest and among the fastest-growing turnkey asset management programs in the industry.  Why not take 30 minutes and find out more? Jim will be offering four sessions and each session will have a guest presenter from our curated list of managers.  Click below to register for this session or other dates and times!

Event Description: If you are looking to take the management of your client’s assets to new levels, then it is time to join Jim Joyce, Regional Vice President, and…Get to Know Orion Portfolio Solutions! Orion Portfolio Solutions is a turnkey asset management program that seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support. We are one of the largest and among the fastest-growing turnkey asset management programs in the industry.  Why not take 30 minutes and find out more? Jim will be offering four sessions and each session will have a guest presenter from our curated list of managers.  Click below to register for this session or other dates and times!

Event Description: In today’s environment, traditional marketing methods such as in-person seminars, client functions, networking at community events, and center of influence lunches/dinners are just not feasible at a social distance. Which means digital marketing becomes primary as a way to continue to fill your sales pipeline with qualified leads. Learn new approaches, methodologies, and ways to deploy automated marketing through digital channels, social media, content distribution, video communications, and more from our panel of advisor marketing pros.

Event Description: We’re rounding out National Financial Planning Month with a special edition of our monthly Market*r webinar. On October 28^th at 1 PM CT, join Brian Morgan, Orion’s Director of Product, Financial Planning, for an open dialogue about the significance of financial planning, best practice tips for implementing it at your firm, and ways to promote its value to your clients. To make this a truly interactive experience, we’re inviting you to submit any questions you may have upon registration, to be addressed during the webinar. We look forward to celebrating National Financial Planning Month with you!