Event Description: Orion Advisor Solutions will be attending the Focus Financial Partners conference in Las Vegas as a sponsor and content contributor. Orion CEO, Eric Clarke, along with SVP of Consulting and Implementation, Greg Menefee will be speaking from the main stage on The Future of Client Experience and the Hottest Fintech Industry Trends. Randy Lambert and Joe Leybolt will also be sharing the Orion Roadmap during a breakout session on Friday, June 24th.
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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: Looking to grow your advisory practice with the backing of a powerhouse aggregator firm? We’ve got a network of firms looking for advisors just like you to join their practice. In this webinar, we talk to two of these firms, Mariner and Financial Services Network, about how they recruit advisors for their firms, how they help advisors transition and grow, and what the future of the advisory business looks like. You’ll come away from this webinar prepared for a conversation or interview with an aggregator firm and understand how merging with one of these firms can help fuel your growth. Whether you’re an established RIA looking to merge with another like-minded firm to gain scale, or you’re an individual advisor or breakaway broker looking to join an existing firm, the Orion Network can help connect firms and facilitate introductions.
Event Description: Compliance is not an annual one-and-done reporting activity, as we’re reminded each year with the release of SEC Exam Priorities, which indicates the areas that Compliance Officers should direct their energies during the year. SEC enforcement actions against firms increased by 7% in 2021, so advisor firms need to stay abreast to mitigate their risk with the ever-evolving regulatory requirements. During this webinar, Orion’s CCO Brian Ferko flags the hot topics from the exam priorities and how to prepare, and Carlos Guillen, SVP of Tech Products, shares how the game-changing BasisCode compliance Platform enables advisors to stay ahead of regulatory inquiries.
Event Description: Orion is excited to support the FA Magazine Invest in Women conference as both an exhibiting sponsor and content provider. Our team will be on site to meet with conference attendees throughout the conference, and Lara Coviello, Vice President, Senior Portfolio Manager, Brinker Capital Investments will be participating on the event’s Behavioral Finance panel discussion on June 22.
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.
Event Description: Orion Advisor Solutions is excited to participate in the DACFP VISION conference as both an exhibiting sponsor and panelist thought leader. Grant Engelbart, Senior Portfolio Manager with Orion, will join the panel “Allocating to Digital Assets with a Crypto SMA” on June 9th. DACFP’s VISION conference is geared toward financial professionals, providing core information advisors need about the blockchain and digital assets.
Event Description: Orion is proud to support and attend the LPL Investment Symposium in Nashville as both an exhibiting sponsor and content provider. The Investment Symposium is an elite event offered exclusively to the most successful Equitable Advisors’ financial professionals achieving outstanding LPL Financial advisory sales in 2021.
Orion Advisor Solutions is heading to the Wealth Management EDGE conference! Our team is proud to participate in this multi-event conference as both an exhibiting sponsor and content provider. Find our leaders on stage throughout the week during the following sessions:
Wednesday, June 1
9:45am Eric Clarke, CEO, Orion – “The Future of Wealth Management: How Investment, Fintech and RIA Channels are Converging to Change the Future of Advice”
10:35am Joel Hurst, SVP Regional Sales, Orion – Orion Demo on the Leading Edge stage
1:15pm Tim Holland, Chief Investment Officer, Orion – “Allocation Nation Panel: Winning Strategies for Any Portfolio”
Thursday, June 2
12:15pm Dr. Daniel Crosby, Chief Behavioral Officer, Orion – “Psychology and WealthTech: The New Frontier of Fiduciary Advice”
Friday, June 3
9:40am Ryan Donovan, SVP Regional Sales, Orion – “The Convergence of WealthTech & Investment Management: The New “Efficient Frontier”
Event Description: There may be many reasons for the continued popularity of ETF strategies, including dependable market exposure, natural tax efficiency, and low costs. In this month’s Portfolio Recipes webinar, we look at some of the lowest cost ETF strategies on the OPS platform with State Street Global Advisors and Cougar Global Investments. These low-cost ETF strategy portfolios seek to provide strategic global market exposure as well as tactical investment management at a low cost. Our blend of State Street’s Strategic Asset Allocation Strategies and Cougar’s Global Tactical Strategies possess the characteristics of a risk-managed globally diversified portfolio with an additional emphasis on minimizing net expenses to investors. Join Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, with guest speakers, Karlan Patel, CFA, Investment Strategist at State Street Global Advisors, and Jason Richey, CFA, Portfolio Manager at Cougar Global Investments, for an inside look at a new pairing featuring two strategists on our platform.