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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.

It All Starts with Good Data: New Package Offering for Broker Dealers

Event Description: Join us for a demo and user story of Orion’s data, reporting, and compliance tools. We’ve bundled these three tools up into a specially-priced package offering that our SVP of Business Development, George Svagera will be showing off. We also have our Director of Product, Adam Palmer on deck to share the exciting future of our data with AWS RedShift and the bold moves Orion is making to improve your data experience. Then, you will hear from one of our broker dealer clients, Adam Lillich, Lead Technology Partner at Ameritas Investment Company, about how Ameritas leverages Orion as their core technology partner. We will have time for questions during the webinar, and encourage you to reach out to get a customized demo for how this special offer could be a good fit for your firm.

On Demand

HiddenLevers War Room: Fed Roulette

Event Description: With 10y + Crude Oil now at pre-pandemic highs, you’d guess investors would be more optimistic in the new year, but no. The growth to value narrative is busted and all eyes are on the Fed to tame 7% inflation – without setting off the recessionary tripwires. 1. Is the Fed action priced in, or will it trigger a further sell-off? 2. Has inflation peaked? 3. Why are banks tanking as rates rise? Join us as we narrow the unusually wide range of outcomes for potential Fed action, and assess whether the NASDAQ’s pain ends at 10%, in the next HiddenLevers War Room.

On Demand

Portfolio Recipes: The Digital Assets ETF Strategy Portfolio

Event Description: Digital assets continue to garner attention, and so does the rollout of new digital assets ETFs. Join Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, on Tuesday, January 25 at 2:30 p.m. CT, with special guest, Grant Engelbart, CFA, CAIA, Senior Portfolio Manager at Brinker Capital Investments, and learn more about the Digital Assets ETF Strategy Portfolio.

On Demand

Orion’s Outlook for 2022

Event Description: Join us for our 2022 outlook webinar! During this event, you will gain insight into the following areas: 1) Industry outlook and company update with Eric Clarke, CEO, and Noreen D. Beaman, President, 2) Our economic outlook from Tim Holland, CFA, Chief Investment Officer, 3) Behavioral investing tendencies from Dr. Daniel Crosby, Chief Behavioral Officer

On Demand

Work Smarter Series: The First 8 Years From Startup to Enterprise

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

Recalculating & Troubleshooting Live Bills

Event Description: There are times when a live bill needs to be revised after it’s already been run. Did you know that you are able to recalculate a bill to reflect changes such as an updated fee schedule, asset exclusion, or changes to billing settings? Join Makinzie Fox, Orion Billing Training Architect, to learn more about how to recalculate fees while you are mid-bill run, and after you’ve already collected the fee from the custodian.

On Demand

Monthly Spotlight: The Orion Tax Managed Solution

Event Description: Orion’s Head of Tax Managed Solutions, Andy Rosenberger, CFA, is back to answer all of your top-of-mind questions! Join us for this exclusive opportunity to hear from Andy and  get equipped to bring proactive tax management to every client.

On Demand

Finalizing Quarter End – Part 3

Event Description: You’ve processed your fee file at the custodian, now what? It’s time to track your receivables and process payments to your Reps! Join Makinzie Fox, Orion Billing Training Architect, for the last part of our Quarter End Webinar Series to learn more about the Post Payments app and how to run Advisory Fee Reports in the Payout Dashboard.

On Demand

Work Smarter Series: Tales from the Trench | Achieve Operational Excellence from a RIA’s All-star Team

Events Description: The team at RFG Advisory has spent years cultivating culture and building a team of A-players. Along the way, they’ve figured out the secret to do it all, and do it all well when it comes to running an RIA. Award-winning RFG Advisory has racked up some of the industry’s most prestigious distinctions including Best Places to Work for Advisors, Innovation & Icons, Women to Watch, Top Non-Custodial RIA Support Platform, and top 300 RIA’s. One of the biggest focuses at RFG is achieving operational excellence, and in this webinar, you’ll find out what that means to their Advisors and how the team wakes up committed to getting 1% better every day.

On Demand
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