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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.

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

Power Your Growth Through a Network of Elite Advisors

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.

On Demand

SEC Exam Priorities: What to Know, How to Prepare, the Tech You Need

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.

On Demand

Orion Portfolio Solutions’ New Advisor Portal Live Webinar: Account Trading Functions and Model Maintenance 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 a summary of key trading functions and answers to all your questions about placing buy/sell trade orders, performing Household-level rebalancing and trade order reviews, as well as, how to conduct model and sleeve maintenance, assigning new models and add or edit overlays. Submit your questions when you register or bring them with you to the event.

On Demand

Orion Portfolio Solutions’ New Advisor Portal Live Webinar: Portfolio View, Proposal Tool and New Account 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 a summary of key features and answers to all of your questions about the Portfolio View dashboard, the streamlined process of generating an investment proposal, and opening a new account. Submit your questions when you register or bring them with you to the event.

On Demand

Portfolio Recipes: The Low Cost ETF Strategies Portfolio Recipe

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.

On Demand

HiddenLevers War Room – FED Shock Therapy

Event Description: We all make mistakes – even the Fed. The recent admissions by Powell + Bernanke on central bank policy errors coincide with our ugly Fed Roulette outcome coming to fruition. Many believe that the Fed has lost credibility on inflation, and is turning a blind eye to the market downdraft to get it back. – Is the Fed put over? – Is a recession fully priced in at SPX 4000? – Why is gas at all-time highs when GDP is negative? Join us as we update our Fed scenario, and welcome thought leader Matthew Bartolini, Head of SPDR Americas Research at State Street – in the next Orion War Room.

On Demand

Say Goodbye to Stale Data with Orion & Amazon Redshift

Event Description: Does stale data, manual work, and multiple Excel spreadsheets sound familiar to you, and how you handle your firm’s data? You’re not alone. Many firms struggle to manage their data efficiently, which is why Orion is now working with Amazon Redshift so you can manage your data via the cloud. During this webinar, Orion’s Adam Palmer will talk with two Orion clients about their utilization of the cloud and how it has affected their business. Adam will also share some information on Amazon Redshift, including the benefits and how to get it set up.

On Demand

How to Reach $1 Billion in AUM

Event Description: Ryon Beyer co-founded Hemington Wealth Management back in 2013, and has had to make critical decisions to shape the future of the RIA firm every day since then. The implementation of Orion’s technology has been a continuously evolving journey for Hemington and has helped the RIA become one of the fastest-growing firms in the country. Join Ryon as he shares the key decisions and inflection points that have defined the past 8 years of breakaway success for Hemington, and how he is working to ensure success for the future.

On Demand
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