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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.

Webinar Series – Find A Tech Solution That Grows With You: When To Admit You Need New Tech

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.

On Demand

Webinar Series: Orion’s Summer of CE – The Science of Influence

Event Description: This summer, Orion brings you our Summer of CE webinar series with three webinars, one in June, July, and August, each qualifying for 1 hour of CE toward the CFP designation. Join Chief Behavioral Officer, Dr. Daniel Crosby, as he explores the underlying psychology affecting decision-making and the ability to foster stronger relationships in the financial space. You’ll learn how giving your best advice can help steady clients during volatile markets and how you can strengthen your client relationships and your practice.

On Demand

HiddenLevers War Room – Housing Whiplash

Event Description: While the $1T crypto market saturates headlines, the $43T U.S. housing market is what determines whether we are recession bound or not. Mortgage rates have doubled since March, and our biggest economic driver is eroding fast. 1) Have U.S. housing prices peaked? 2) Does the Fed want to end the housing boom? 3) When do mortgage rates overwhelm millennial demand? Join us as we update our U.S. Housing scenario and welcome thought leader Gargi Chaudhuri, Head of iShares Investment Strategy Americas – in the next Orion War Room.

On Demand

Orion + Redtail: Transforming Advisor Growth through Next Generation CRM Technology

Event Description: The widely awaited deal between Orion and Redtail has closed. Together, we are ready to transform the way advisors grow their business through a cohesive, tech-driven experience designed to connect every stage of the advisor-client journey. Join Trent Mumma, Orion’s EVP of Tech Products, and Brian McLaughlin, Redtail co-founder and now Orion’s President of CRM, for a first-hand look at our roadmap for combining Redtail’s next-generation CRM technology into Orion’s open architecture platform to help advisors scale essential operational functions and strengthen client relationships.

On Demand

Orion’s Eye on the Markets: Check in with Tim Holland and Dr. Daniel Crosby

Event Description: With our nation shaken by uncertainty – you’re probably spending time managing not only your clients’ portfolios but also their emotions. It’s now more important than ever for financial advisors to continue providing value for their clients. Join Orion’s Chief Investment Officer, Tim Holland, CFA, and Orion’s Chief Behavioral Officer, Dr. Daniel Crosby to hear an update on the latest market activity and how to speak to your clients during periods of volatility. Tim and Daniel will share insights on how you can help keep investors on track to achieve their long-term financial goals.

On Demand

Manage Your Alternative Assets with Ease

Event Description: Alternative investments are a great way to diversify a portfolio and mitigate market volatility, but they are also held outside of the traditional investment structure and can be a challenge for advisors to track and maintain. This is why we created the Orion Alternative Investment Platform (AIP), which allows advisors to provide all-in-one statements and reviews for their clients by maintaining alternative investment data in concert with publicly traded investments. Sign up to see a demo of this platform and see how you can leverage it to create efficiencies for your firm. We will also cover how you can outsource your alternative asset maintenance to Orion, and why that might be a great option considering rising labor costs in today’s world.

On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | May 2022

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

Orion Portfolio Solutions’ New Advisor Portal Live Webinar: Marketing, Resources and Investor Portal Q&A

Event Description: Orion Portfolio Solutions’ new and reimagined platform helps you facilitate your entire wealth management process right from one cohesive experience – helping you navigate each day with ease. Join our experts for a live Q&A event focused on the library of training content within the Knowledge Hub, as well as, practice management resources and marketing content for your clients. Plus, we’ll take your inquiries about the Investor Portal, including the Orion Planning Tool. Submit your questions when you register or bring them with you to the event.

On Demand