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On Demand Events

On Demand Events

Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.

The Way Forward Webinar Series – Episode 4: Insights from Top Advisors Who Are Achieving New Levels of Success

Event Description: The key to success has always been a focus on the client experience in wealth management. Accordingly, top advisors are leveraging technology to ensure that their clients are well informed and up to date on all aspects of their financial situation. In order to deliver on this service promise while scaling and profiting from a personalized focus during social distancing times, leading firms are leveraging communication technology to provide clients with access to an aggregated view of their finances through all devices, with a focus on mobile and video. Clients are able to achieve their goals and advisors are able to achieve growth, success and a competitive advantage. Hear from top advisors on how they are achieving for their clients and their businesses in this capstone session in our webcast series.

On Demand

Orion Portfolio Solutions: Performance, Flows and Positioning – November 2020

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 new strategists added in November.

On Demand

AAMA – An Investment Process Driven by Black and White Statistics

Event Description: AAMA has been an investment strategist partner with Orion since 2003. Learn more about their robust model lineup available in Orion Portfolio Solutions and investment philosophy built on the four cornerstones of understanding client expectations, an independent advice model, disciplined valuation processes, and confident execution. Presenting is Robert Baker, the firm’s founder and president.

On Demand

“Four Legs of the Stool” featuring Main Management’s CEO and Portfolio Manager, Kim D. Arthur

Event Description: Close your eyes and picture a stool. Price, the Federal Reserve, fiscal policy, and COVID-19 are the four legs, equally holding the collective weight of what’s on investors’ minds. Orion Portfolio Solutions Regional Vice President, Mark Soukup and Main Management Regional Vice President, Wayne Seaman will host a “Lunch and learn,” featuring Main Management Portfolio Manager, Kim D. Arthur, who will present “Four legs of the stool.” Mr. Arthur will discuss how Price, the Federal Reserve, fiscal policy, and the ongoing COVID-19 pandemic influence our economic outlook. Enjoy lunch on us and learn more about the current economic and monetary environment. After the presentation, you will be able to have better conversations with your clients, answer their questions, and guide them toward their goals in 2021.

On Demand

CAIS Integration – Leveraging a Broad Selection of Alternative Investment Strategies

Event Description: With an increased demand for alternative investments, many financial advisors are looking for new ways to harness the power of these assets to enhance returns, supplement income, and diversify risk. Orion’s new integration with CAIS, a leading alternative investment platform with a broad selection of alternative investments and structured solutions, empowers our advisors with strategies that allow them to seek to capitalize on new opportunities and withstand ever-changing markets. Join this webinar to hear more about our new integration, and learn how you can leverage alternative investments to win new business, strengthen your client relationships, and ultimately track progress towards each clients’ unique definition of financial success.

On Demand

Launch

Event Description: There’s never been a better time to join the Orion Advisor Tech platform, and this virtual two-day event for new advisors will showcase our entire suite of solutions via in-depth training and detailed demos. Attendees will have the chance to try out the brand new Orion Connect dashboard experience, take a closer look at streamlined updates to our trading platform, and learn about tangible ways to use our tools to improve the client experience. Contact your Onboarding Consultant to learn more!

On Demand