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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.

“Four Legs of the Stool” featuring Main Management’s CEO and Portfolio Manager, Kim D. Arthur

Event Description: Close your eyes and picture a stool. Price, the Federal Reserve, fiscal policy, and COVID-19 are the four legs, equally holding the collective weight of what’s on investors’ minds. Orion Portfolio Solutions Regional Vice President, Mark Soukup and Main Management Regional Vice President, Wayne Seaman will host a “Lunch and learn,” featuring Main Management Portfolio Manager, Kim D. Arthur, who will present “Four legs of the stool.” Mr. Arthur will discuss how Price, the Federal Reserve, fiscal policy, and the ongoing COVID-19 pandemic influence our economic outlook. Enjoy lunch on us and learn more about the current economic and monetary environment. After the presentation, you will be able to have better conversations with your clients, answer their questions, and guide them toward their goals in 2021.

On Demand

Investment News Icons and Innovators

Event Description: InvestmentNews honors icons and innovators who have shaped and transformed the financial advice profession. During this event, InvestmentNews spotlights 18 of the most innovative firms changing the way advice is created, delivered, and used by clients today. Orion Advisor Solutions is proud to be a finalist in the category of Advisor Fintech, Large Firms.

The Importance of Core Strength: Symmetry Partners on Factor-Based Investing

Event Description: During this webinar, Gabe Hathorn, Sr Regional Business Consultant, will introduce you to Symmetry Partners and the Symmetry Panoramic models offered at Orion Portfolio Solutions. Hathorn specifically reviews Symmetry’s approach to Factor Investing and its three core strengths of strategic core pairing, tax-management, and long-term accumulation. He also reviews other strategists on the Orion platform to consider as pairs when utilizing the Symmetry models.

On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | October 2020

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Director of Research Kostya Etus, CFA, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, we’ll 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. We’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including new strategists added in October.

On Demand

The Future of Advisor Tech Stacks and Infrastructure

Event Description: Over the past year, we’ve seen a rapid acceleration in the adoption of advisor technology—a trend that shows no sign of slowing down. The COVID-19 pandemic, coupled with already-increasing client expectations, has led advisors to demand greater technological sophistication, not just from individual solutions, but from the way they work together. Join a panel of industry experts to learn more about the trajectory of advisor technology and how their firms are exploring new strategies for future innovation.

On Demand

A Better Asset Management Experience with Orion Portfolio Solutions (Guest Starring Main Management)

Event Description: If you are looking to take the management of your client’s assets to new levels, then it is time to join Jim Joyce, Regional Vice President, and…Get to Know Orion Portfolio Solutions! Orion Portfolio Solutions is a turnkey asset management program that seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support. We are one of the largest and among the fastest-growing turnkey asset management programs in the industry.  Why not take 30 minutes and find out more? Jim will be offering four sessions and each session will have a guest presenter from our curated list of managers.

On Demand

November Market*r Webinar – Creating Peace of Mind: How to Communicate Effectively Post Election

Event Description: It’s difficult to remember an election in recent history that has caused so much division, hostility, and unrest across our country as a whole—and the impact on our industry, perceived or legitimate, has likely drummed up panic and confusion in your clients. Now is your opportunity to be their certainty. Proactive, thoughtful communication from you, their advisor, will help create a sense of calm and peace of mind—which is critical for making composed investment decisions rather than acting out of fear. Join our webinar to hear Orion’s Chief Investment Strategist, Rusty Vanneman, discuss the election outcome’s predicted effect on the market, as well as to learn actionable strategies for communicating effectively with your clients during these volatile times.

On Demand

Sigma Parkland

Event Description: The Summit will feature a wide array of industry-leading experts in practice management, financial markets, money management, marketing, regulatory initiatives, and industry trends as well as excellent opportunities to virtually network with Sigma and Parkland representatives, SPS Family management, and peers.

Where to Find Orion: Look for Orions Virtual Booth!

Get to Know Orion Portfolio Solutions with Jim Joyce (SW Territory) and guest Case Eichenberger from CLS Investments

Event Description: If you are looking to take the management of your client’s assets to new levels, then it is time to join Jim Joyce, Regional Vice President, and…Get to Know Orion Portfolio Solutions! Orion Portfolio Solutions is a turnkey asset management program that seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support. We are one of the largest and among the fastest-growing turnkey asset management programs in the industry.  Why not take 30 minutes and find out more? Jim will be offering four sessions and each session will have a guest presenter from our curated list of managers.

On Demand

Zacks Investment Management: Born from Research, Built for Performance

Event Information: As a wholly-owned subsidiary of Zacks Investment Research, Zacks Investment Management brings decades of research and earnings data expertise to their proprietary models, which they’ve been managing for over 28 years. During this webinar, Danielle Zacks Dale, Director of Institutional Business Development, highlights the Zacks models available on Orion Communities, including actively managed SMAs and SMA blends, as well as a custom management solution for addressing more complex client needs. Dale also explains why being able to leverage their parent company’s fundamental, quantitative research creates such a distinct investment performance advantage for the firm.

On Demand