Event Description: Your clients likely watch the news and hear terms such as GDP, inflation, indicators, and more. In the daily news, these terms can be misused or wrongly interpreted giving your clients an inaccurate understanding of the economy and its effects on their finances. This webinar will share how you can explain these financial terms in a way that makes sense to your clients. Tim Holland, CFA, Chief Investment Officer at Orion, will do a deep dive into explaining these terms and why they are important to your clients and their portfolios. Setting this baseline knowledge for your clients will not only improve your relationship and communication with them, but also help your clients to have a better understanding and response to economic events such as downturns and volatility.
On Demand Events
- Product Line
- Recommended For
- Advisor Experience
- Client Experience
- Data Services
- Financial Planning
- Investment Management
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: 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.
Event Description: February’s Portfolio Recipes features two investment strategists with long-standing records in managing multi-asset income strategies. Ingredients will consist of the powerful brand of BlackRock with its actively-managed, global multi-asset income approach utilizing ETFs along with the investment boutique firm, Brinker Capital’s, dynamically-managed, global multi-asset income approach using carefully vetted investment managers and strategies.
Event Description: Orion is proud to support the Centaurus Quantum Leap Workshop and Wealth Management Conference in Carlsbad, CA as both an exhibiting sponsor and a content provider. Sterling Moore, VP, Regional Director for Orion will present How to Attract and Retain High Net Worth Clients.
Event Description: Orion is proud to support the 2022 W Forum in Austin as an exhibiting sponsor. Each year, Advisor Group organizes the W Forum, focusing on supporting women financial professionals. Featuring intriguing speakers, valuable educational sessions and a myriad of networking opportunities, the W Forum event is a great opportunity to learn from industry experts and exchange ideas with Partners and peers.
Event Description: Orion is proud to support The Investment Center’s 2022 Virtual Summit as both a sponsor and content provider.
Virtual conference session from Orion:
How to Attract and Retain High Net Worth Clients
February 8, 2022 11:00am EST
Gain a deeper understanding of the opportunities existing for advisors to grow their businesses in the high net worth space, with a focus on what wealthy investors want from financial advisors, the challenges they face, and how you can best present solutions to meet their needs.
Alexander DeCiantis, Regional Sales Consultant, Orion Advisor Solutions
Event Description: Orion Portfolio Solutions’ new Client Portal will launch on January 31. The new Client Portal is designed to help you engage your clients in an easier, more personalized way with tools and technology intended to bolster the client experience. Join us as we dig a little deeper into the portal’s upgraded features and tools and be sure to bring our team your questions – you will get answers, live!
Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, 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 recent additions.
Event Description: During times of market volatility, how can you provide support and guidance to investors to help maintain peace of mind for their long-term financial success? Join us as we take a deeper look into recent market events and discuss how to keep investors on track through all market cycles.
Event Description: Digital assets continue to garner attention, and so does the rollout of new digital assets ETFs. Join Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, on Tuesday, January 25 at 2:30 p.m. CT, with special guest, Grant Engelbart, CFA, CAIA, Senior Portfolio Manager at Brinker Capital Investments, and learn more about the Digital Assets ETF Strategy Portfolio.