Event Description: Join us to take a tour of Orion Planning! You’ll learn more about the financial planning features that are available and where they’re located on the platform. We’ll also share some tips and best practices to help get you started with setting goals and building financial plans!On Demand
On Demand Events
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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: The FPA NorCal Conference is the premier financial planning conference dedicated to the education, knowledge, and growth of financial planners. Orion’s, Sean Hollingshead, VP of Managed Accounts will be speaking about Planning and the Client Experience on Wed, June 2 at 1:30 pm PDT and Thurs, June 3 at 12:30 pm PDT!
Event Description: KraneShares constructs differentiated core, strategic, and thematic model portfolios within Global, Emerging, and Chinese markets. With China playing a more critical role in the global economy, they seek to provide strategies that capture China’s importance as an essential element of a well-designed investment portfolio. Learn more about KraneShares China & EM Models available on Orion Communities.
Event Description: We’ve got another round of exciting platform updates coming at you! Join us for an action-packed half-hour of demos, questions, and learning. April and June product release webinars are also available at registration!
Event Description: We often speak of the client lifecycle, but what about the stages of being a financial advisor? Just like a young rookie trains differently than a Hall of Fame veteran, an advisor in the early stage of their practice has vastly different needs than one who has been established for years. For the first time, we will take an in-depth look at the technology, best practices, and helpful hints for advisors in every phase of their careers. Our first and second installments focused on exceptional advisor tech and effective communication. For the third and final installment of our triple-play series, we examine the most important part of any advisor/client relationship: you. Clients and colleagues want to work with a financial professional who is empathetic, open, and conscientious. Dr. Daniel Crosby, Orion Chief Behavorial Officer, will examine the five basic traits of personality and give actionable advice to understand how your personality traits affect others. Learn to “know thyself” in order to grow your practice, recruit teammates, and build unbeatable client relationships. It’s the bottom of the 9th—you’re ready to become a superior financial professional and offer an unprecedented level of service. Join us for a surefire path to the Hall of Fame. *Live attendance is eligible for 1 CFP Board CE credit. Please refer to CFP guidelines.
Event Description: Experience your brand new tech platform from every angle during this two-day training event. Detailed demos of our powerful solutions, practice management tips from Orion experts, and powerful thought leadership insights are designed to help you hit the ground running with all the tools, resources, and services now available to you.
Event Description: Join Tim Holland, CFA, Chief Investment Officer at Orion Advisor Solutions, and Amy Magnotta, CFA, Senior Vice President, Co-Head of Discretionary Portfolios, to learn about the third-party investment managers currently utilized in the Destination Funds, our latest asset allocation themes, and what we’re focusing on in today’s market.
Event Description: Orion advisors now have access to a value-added service that allows them to trade and manage held-away client assets through our new partner, FeeX. The new data feed is the first-of-its-kind integration allowing advisors to shift from simply making suggestions to truly managing and trading held-away accounts. Learn how you can use the new integration to obtain a 360 view of all client assets, and take quick action when needed. Join Eddie Sempek, Orion’s SVP of Strategic Relationships, and Dave Goldman, FeeX’s Vice President of Business Development, for an overview of the new value-added service and benefits now available to advisors in the Orion Client Portal.
Event Description: For Josh Brown, CEO and co-founder of Ritholtz Wealth Management, structuring the RIA as a fee-only fiduciary was a critical part of the mission to guide investors to long-term investing. The firm even created a loyalty program that would discount fees for clients who invested with them for three or more years—a plan that has garnered national headlines since Ritholtz opened their doors in 2013. During a live, interactive panel discussion on May 18 at 3 PM CT, Brown (also known as “The Reformed Broker”), Ritholtz Wealth Management’s COO Nick Maggiuilli, and Director of Wealth Management Kris Venne will provide a behind-the-scenes look at how this strategy came to be. They’ll also dive into how the firm operates day-to-day with Orion’s capabilities and open the floor to attendees for a Q&A session. So be sure to bring your questions on fintech, practice management, client interface, content, and more!