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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.

The Role of Blockchain and Digital Assets in Financial Planning

Event Description: Is Bitcoin a fad or a revolutionary technology that will transform commerce on a planetary scale? As a financial advisor, it’s important to become knowledgeable about blockchain, as well as bitcoin and other digital assets, so you can decide whether your clients should invest – or stay away. This vital session removes the mystery about these innovative technologies, enabling you to have meaningful conversations with your clients, while also helping you learn the implications for your own advisory practice. Presented by legendary financial advisor Ric Edelman, founder of the largest RIA firm in the country, who has been ranked #1 Independent Financial Advisor in the nation by Barron’s three years straight.

On Demand

Using Data to Deliver Planning with MoneyGuide & Orion

Event Description: Advisors can now connect MoneyGuide’s financial plans with Orion’s Client Portal investment performance data to better understand how their proposed strategies affect their clients’ estate planning strategies. During this live event, hosted by MoneyGuide, you will uncover how their integration with Orion’s Client Portal makes it easier to go from plan to portfolio implementation. Plus, MoneyGuide unveils their newest solution, Wealth Studios,  and demonstrates its advanced estate planning strategies which addresses client cash flow questions prior to retirement, and models dynamic net worth over time.

On Demand

Portfolio Recipes: The Low Volatility Factor Portfolio featuring Northern Trust & First Trust

Event Description: The stock market has had an impressive bull market since early last year, and arguably over the last dozen years or more. Conditions suggest even more gains ahead. The cost of strong stock market returns, however, are higher valuations, which in turn suggest we should see lower (albeit positive) returns and potentially higher volatility. Given this backdrop, how can investors play both offense and defense with their equity holdings? Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, Jordan Dekhayser, CFA, Head of the Quantitative Strategist Team at Northern Trust Asset Management, and Dan Lindquist, CFA, Managing Director with First Trust.

On Demand

Orion Cash & Credit – Lending and Cash Management

Event Description: Today’s consumers expect a one-stop-shop for their financial services, putting advisors in competition with brokers, banks, and robo-advisors. To help advisors meet increasing client needs to incorporate banking into wealth management, Orion offers Orion Cash & Credit, a fully integrated lending and cash management solution that helps advisors: 1) Increase client retention through the ability to offer more comprehensive financial services for clients, creating increased loyalty and higher retention rates. 2) Compete with large banks and wirehouses armed with a powerful equalizer to offer competitive lending and cash management services. 3)Attract and serve high-net-worth clients who often have complex needs and value concierge services such as lending and cash management. Join Jason Moore, Chief Solutions Officer, Orion Advisor Solutions, along with Steven Canup, Managing Director at Focus Client Solutions, and Joe Sweeney, AIF, Managing Partner, Cornerstone Wealth Group to learn more about incorporating banking solutions into comprehensive wealth management.

On Demand

Let’s Talk Higher Taxes: The Policy Debate Heats Up – What It Means For the Economy, Markets and Portfolios

Event Description: To help fund the “Build Back Better Act,” meaningful changes to the U.S. tax code have been proposed, including higher rates on capital gains, earned income, and corporate profits as well as new limitations on retirement accounts. As the tax policy debate heats up in Washington, D.C., please join us for a very timely conversation between Steve Pavlick, Head of Washington Policy Research for Renaissance Macro Research, and Andy Rosenberger, Orion’s Head of Tax-Managed Solutions, on the proposed changes to the tax code, what proposals are likely to be embraced by Congress, and how a final bill could impact the economy, the markets, and your investment portfolio.

On Demand

The New Dynamic Diversified Alpha Pairing

Event Description: Learn more about the Dynamic Diversified Alpha Approach from Brinker Capital & BlackRock! BlackRock, a global investment manager, is coming together with Brinker Capital, a dynamic, boutique strategist, to bring you the new Dynamic Diversified Alpha pairing. This pairing, featured on LPL’s MWP platform, brings together two innovative strategists, BlackRock, backed by their industry-leading proprietary risk management platform, Aladdin® – and – Brinker Capital, a 25-year veteran of rigorous, independent due diligence and manager selection. Join Jason Nicastro of LPL, Brinker Capital’s Ryan LeStrange, and Eric Mueller of BlackRock as they introduce this unique model pairing, designed to serve as an all-weather core asset allocation to compound long term growth over time. Don’t miss this opportunity to learn: 1) More about the growth of MWP’s platform and how LPL’s recent product enhancements support model pairing, like the Dynamic Diversified Alpha, as well as, account-level pricing, Flex IO, and beyond. 2) How the Dynamic Diversified Alpha approach allows for investment management with a longer-term strategic view while offering the flexibility to respond to changing markets. 3) Why this powerful blend, from two investment managers known for asset allocation, industry-leading risk management, and manager due diligence, would be a valuable addition as a core holding in your client’s portfolio. 4) Who to contact to learn more about this blended portfolio approach.

On Demand

Pathways to Growth: Advisor Benchmarking Study

Event Description: Capital Group’s, Mike Van Wyk, will present the findings from their 1,500 person Pathways to Growth Advisor Benchmark Study that set out to uncover the behaviors and habits of high-growth practices. It lays out the three key focus areas of Always-On Acquisition, Relationship Alpha, and Strategic scale and shares insights on how advisors seeking to grow their practices can shift their behaviors toward higher-value activities. Additionally as part of the webinar, in Fuel Growth with a COI Engagement Strategy, Paul Cieslik, also of Capital Group, will teach about the science of referrals and how to apply it in building professional partnerships among the centers of influence (COIs) of your most engaged clients. You will learn: 1) The science of referrals, especially the concept of social currency 2) How to identify engaged clients who are most likely to be a source for COI introductions 3) Step-by-step ways to build relationships with COIs

On Demand

Portfolio Recipes: The Sustainable Portfolio

Event Description: Sustainable investing is here to stay. Don’t miss this webinar! If you are hearing more and more about sustainable investing, there is good reason. Socially responsible investing is not only ethical or “green” it is also an investment strategy growing in popularity. Help satisfy your clients’ commitment to social and environmental change with this new portfolio recipe. Sustainable investing is here to stay. Don’t miss this webinar. Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, Amanda Toner, Director, Multi-Asset Management & Solutions team with BlackRock, and Aaron Scully, Portfolio Manager with Janus Henderson for our latest installment of Portfolio Recipes.

On Demand
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