Event Description: Orion is proud to support Cambridge Signature Club as an exhibiting sponsor.
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Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.
Event Description: During times of market volatility, clients tend to feel on edge. Now is the time to demonstrate your value to help ease their concerns – and communication is key to this. Radio silence from their advisors is a big pain point for investors. While it may seem obvious to you, your clients want to know that you’re on top of market events and that you have a plan for their portfolio. We’ve packed a lot of great information into this webinar, starting off with a review of the markets with Orion’s Chief Investment Officer, Tim Holland, CFA. During this webinar, you will also – 1) Get communication tips on what you need to say to clients, when to say it, and more. 2) Understand the importance of having a sound financial plan during volatile times and how to communicate that to clients. 3) See how successful RIAs use HiddenLevers to gauge risk tolerance, create durable portfolios, and set client expectations before and during market volatility. If you like what you see during this webinar, you can take advantage of special pricing on some of the tools we cover.
Event Description: Even with oil, Russia-Ukraine and rates rising, the de-coupling of the tech sector is still one of the scariest themes of the last six months. What started as a crash in high-flying pandemic tech darlings, led to a 40% haircut in Facebook and Netflix. Tech is no longer moving in tandem, and all manner of PMs, PE, and investors can no longer juice performance with the five names at the top. Join us as we drop a new scenario on tech sector movements and debut a new segment on asset manager thought leadership – with Jordan Stuart of Federated Hermes – in the next Orion War Room.
Event Description: Orion is a proud sponsor of Equitable’s 2022 National Leaders Forum and will be participating as both an exhibitor and content provider. Tim Holland, Chief Investment Officer, is on the agenda to give a timely and insightful “Economic and Political Update” on Tuesday, April 26th.
Event Description: Kick off the new year by joining our product team to learn about the software updates being released in April. Take advantage of the opportunity to ask the product team your questions!
Event Description: The mark of a great advisor is one that helps clients navigate all market cycles with confidence. Many agree that one of the keys to investment success is to have an investment plan or framework to investing. Successful investing starts with a framework or a disciplined process. One investing portfolio construction framework is called the “Core and Explore.” “Core” investment strategies are designed to stay invested through market movement. When markets rise, these strategies may participate in the upside. However, when markets fall, these strategies may participate in a portion of the decline. “Explore” investment strategies meanwhile are often much more tactical in their approach to managing money and will actively adjust for changing market conditions. As markets become uncertain, these strategies may increase the defensive portion of your portfolio. In this month’s Portfolio Recipe webinar, we present two strategists on the OPS platform with long records in successfully managing investment portfolios, Howard Capital Management and Janus Henderson.
Event Description: As we reflect on the markets during the first quarter of 2022, a strong downturn in the fixed income market may have led some investors to question why they should continue to own bonds in their portfolios. Join Amy Magnotta, CFA, Head of Discretionary Portfolios, and Thomas K.R. Wilson, CFA, Head of Wealth Advisory, to discuss the importance of maintaining an allocation to fixed income within investment portfolios. Addressing your top-of-mind questions, we will discuss the importance of diversification with fixed income, including the topics of interest rates, the yield curve, and credit conditions. Orion Advisor Solutions and Brinker Capital Investments continuously look to provide meaningful insights and commentary to help amplify your expertise.
Event Description: Performance reporting is never going to be one-size-fits-all. Your clients have varying levels of knowledge, differing priorities, different time spans, and different methods for absorbing numbers and information. One client might just want to know if they made money this past year or not, and doesn’t want to know anything else. Meanwhile, your know-it-all numbers-whiz client may want to know the Sharpe ratio for each of their sleeves. During this webinar we will go through a few different personas of investors you have likely encountered as a financial advisor. Our Head of Product, Adam Palmer, will pull together custom reports for each of these personas via Orion’s Reporting tool, and talk about the elements of the report that will be important to each person. He will also provide pointers for understanding the reporting wants and needs of your clients upfront so that when you meet with them to talk performance, you’ll have everything you need to delight and inform your clients.
Event Description: As you are navigating the path to starting an RIA, the decisions you make on technology, entity structure, and organizational structure have important implications for the future of your firm. It’s imperative to start off on the right foot. Join us for our 3-part series!
Event Description: Advisors who are thinking about breaking away or transitioning have big emotional and financial decisions ahead of them. To aid these big decisions and help advisors, we have created the Orion Network, which is an online community of elite advisors and digital marketplace to connect advisors and independent RIA firms exploring M&A opportunities. 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. In this webinar, we are bringing in two members of our network, Mariner Wealth Advisors and The Financial Services Network, who are recruiting new advisors this year. Brian Leitner and Tom Croxton will engage in a Q&A session with Orion’s Josh Benson covering topics on the key to success for transitioning advisors, what advisors should consider as they weigh the decision of tucking under another firm, and more information on their perspective of the industry today and moving forward.