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!
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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: Orion is proud to support the Ameritas: Breakthrough AIC/AAS Forum as a Gold Sponsor. Our team will be attending and presenting content at this annual conference in Ft. Lauderdale, Florida and look forward to connecting with existing partners and clients.
Event Description: Join YCharts and Orion’s Ben Frantz, VP of Business Development, where they will review 1) How to seamlessly import portfolio data from Orion into YCharts 2) Popular workflows for building and analyzing portfolios in both YCharts and Orion, and 3) Tools and features to elevate your proposal generation, client communication, and more!
Event Description: Your clients likely watch the news and hear terms such as GDP, inflation, indicators, and more. In the daily news, these terms can be misused or wrongly interpreted giving your clients an inaccurate understanding of the economy and its effects on their finances. This webinar will share how you can explain these financial terms in a way that makes sense to your clients. Tim Holland, CFA, Chief Investment Officer at Orion, will do a deep dive into explaining these terms and why they are important to your clients and their portfolios. Setting this baseline knowledge for your clients will not only improve your relationship and communication with them, but also help your clients to have a better understanding and response to economic events such as downturns and volatility.
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.
Event Description: Orion is proud to support the Bank Insurance & Securities Association (BISA) 2022 Annual Convention in Miami Beach as an exhibiting sponsor. Each year, the BISA Conference focuses on opportunities for learning, engagement, and interaction. The Orion team is excited to participate in person and connect with attendees.
Event Description: Our product team will be on deck to share the latest updates made to our reporting tool, trading tool, financial planning tool, and others! Get a demo of the updates and ask the product team any questions you have about the products.
Event Description: The perilous change in market tone is being felt in many asset classes due to inflation – but not energy. Two years after negative crude oil prices, Americans are driving (and shopping) more than expected. Prices are definitely on the rise with CPI now at 7.5%. Join us as we refresh our Inflation scenario and assess Charlie Munger’s comparing it to nuclear war, in the next HiddenLevers War Room.
Event Description: Join Thomas K.R. Wilson, CFA, Senior Vice President and Head of Wealth Advisory for Brinker Capital Investments, alongside Carrie L. Hall, CLU, CFP of Carrie Hall, and Associates to hear how you can begin to capture high-net-worth opportunities with Brinker Capital Wealth Advisory. Now, you can differentiate your practice and serve the specialized needs of high-net-worth individuals, families, and institutions, by partnering with the right people and delivering the right solutions. Brinker Capital, an ORION Company, is now offering Wealth Advisory to advisors on the ORION wealth management platform. This unique service is designed to help you offer your clients a personalized wealth experience through our three-tiered process. 1) Discover how tailored wealth management and outstanding service can help you attract and retain clients 2) Design customized wealth solutions to meet your high-net-worth clients’ unique needs 3) Deliver better outcomes through experienced, objective investment management, personalized offerings, and exceptional service
Event Description: As Russia has invaded Ukraine, igniting a geopolitical crisis that is shaking global financial markets, join us for a very timely conversation between Steve Pavlick, Head of Washington Policy Research for Renaissance Macro Research, and Tim Holland, CFA, Orion’s Chief Investment Officer, as they discuss developments to date, the ongoing policy response from the West to Russia’s actions, and how the crisis might impact the economy and markets in the near-term.