On Demand Events

Event Description: As you are in the throes of year-end tax planning, the importance of proactive tax management presents itself again. Harvesting losses on an ongoing basis, instead of just at year-end can result in an additional 1% of tax alpha per year.* Start taking action today so you can help lessen your client’s tax burden next year. Join Andy Rosenberger, CFA, Head of Custom Indexing, and Timothy D. Welsh, CFP, President of Nexus Strategy, LLC, to learn you can help clients grow their custom portfolios while minimizing the impact of taxes through Orion’s Custom Indexing. From tax-loss harvesting and tax transitioning to ESG – you’ll see how you can easily bring proactive tax management to every client through cost-effective and personalized portfolios at the touch of a button. * Source: “An Empirical Evaluation of Tax-Loss Harvesting Alpha” Shomesh Chaudhuri, Terence Burnham, Andrew W. Lo.

Event Description: High-net-worth investors overwhelmingly believe that advisors who outsource their investing to third-party experts have more time to understand and deliver on their particular needs. Join Orion’s Kurt Brown, President, OCIO, and Andy Rosenberger, CFA, Head of Custom Indexing, to learn how to reclaim valuable time and meet your clients more than halfway on traditionally unscalable tactics – including this year’s trending topic, direct indexing. You’ll see how Orion can give you access to the tech, high-touch services, and investment team needed to help provide clients with personalized portfolios, tax optimization, and better outcomes.

Event Description: As markets continue to struggle this year, we’re launching the first hedged equity strategy to the OPS Platform – designed to help lessen losses and have high market up capture. Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Phillip Toews, CEO and Lead Portfolio Manager at Toews Asset Management, to hear how the Toews Managed Risk Blueprint Strategy provides you with an equity strategy that remains fully invested but uses options contracts to attempt to offset losses. With a track record of navigating downturns in 2018, 2020, and 2022, the strategy can help your clients remain invested at a potentially critical time in market history.

Event Description: As investors’ demands continuously evolve, now is the perfect time to upgrade your client portal technology and allow clients to efficiently track their complete financial picture. Join Brian Morgan, Director, Product Management, and Josh Benson, VP, Business Development, to learn how to make the client portal the center of your clients’ digital experience through the use of a sleek platform alongside client-first tools and integrations. You’ll also get an exclusive look at new enhancements that are available in the award-winning Orion Client Portal to help provide a smoother financial management journey.

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. For financial professional use only.

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, for this monthly Portfolio Recipes webcast. You’ll gain insight into our partners, how their firm plays a role on the Orion platform, and how their models can help amplify your expertise. We understand how important it is for you to meet your clients’ investment goals, which is why we’re here to help you put together the right recipe to fit the unique needs of your clients.

Event Description: A Bankrate survey from May 2022 found that only 18% of US adults with retirement or investment accounts say they will invest more in 2022 than they did in 2021. That’s bad news for advisors, who are looking to grow AUM by expanding their client base and growing their relationships with existing clients. How do you combat a stat like that and get clients to stick around and new ones to invest despite economic uncertainty? It’s all about focusing on client relationships. And with model management fueled by Orion Eclipse and Orion Risk Intelligence, it’s easier than ever to pull your head out of the spreadsheets and invest more time in 1:1 client engagement. In this webinar, we’ll discuss: 1) The number one reason clients leave advisors, and why the flight risk rises in times of market turbulence. 2) How tech can free up time in your day so that you can reinvest in meaningful client conversations that fuel retention. 3) What Orion Risk Intelligence and Orion Eclipse have to do with strengthening existing client relationships and building new ones.

Event Description: The combination of Redtail’s industry-leading CRM technology to Orion’s open architecture platform can serve as the foundation of your tech stack, connecting the advisor-client journey via an end-to-end, seamlessly integrated platform built around a CRM hub. Join Joel Hurst, SVP of Business Development, for an exclusive look at how this powerful integration can empower you to streamline your processes, make your workdays more productive, and increase your engagement with clients and prospects. You’ll also have a chance to get all your questions answered and access a sneak peek of upcoming enhancements that we have planned.

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.

Event Description: High net-worth investors are estimated to have $19 trillion in investable assets¹ and own 43% of total investable assets² in the U.S. To tap into that opportunity and reach those clients, you need a solution that delivers an exclusive wealth experience that’s personalized to meet their needs. Brinker Capital Wealth Advisory – now available to advisors on the Orion Portfolio Solutions platform – can help you do just that. Brinker Capital Wealth Advisory enables you to offer high-net-worth investors: 1) Tailored investment experiences to help clients grow, manage, and preserve their wealth 2) An exclusive suite of vetted partner services to meet their specialized needs 3) Personalized, white-glove service through a team of wealth experts that includes dedicated client portfolio managers. Join Thomas K.R. Wilson, CFA, along with Ryan LeStrange, Divisional Vice President, and Dawn Batho, Director of Inside Sales, to learn how you can capture high-net-worth opportunities with Brinker Capital Wealth Advisory on Orion Portfolio Solutions. ¹ “Winning in the high-net-worth segment in US wealth management”, McKinsey & Company, August 2020. ² “The Cerulli Report – U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2020”, Cerruli Research, December 2020.