Orion Newsletters

Insights That Elevate

Experience a new level of insight from Orion, with a tailored newsletter experience that brings sharp market commentary, wealth tech updates, BeFi trends, and beyond — straight to your inbox.

Market Commentary

The Weekly Wire

Start every week off right with market perspectives and prose penned by Rusty Vanneman, Chief Investment Officer for Orion.

Plus, get access to our investor version, which lets you easily add your logo and use with your clients.

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Weekly Wire

Monthly Commentary

Stay informed about market events and industry news with timely commentary from Orion’s Investment Management Team.

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Portfolio Recipes

Join CIO (and Portfolio Master “Chef”) Rusty Vanneman, CFA, CMT, BFA, as he cooks up a tasty portfolio with third-party investment strategists to help your clients reach their goals.

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Portfolio Recipe

What's Hot on OPS

A monthly webinar to see what happened in the market, the strategist firms and models that performed best, and the total average performance by mandate type and strategist classification.

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Better With BeFi

Direct from Dr. Daniel Crosby, Orion’s Chief Behavioral Officer, get your monthly dose of thought-provoking BeFi insights, questions, and quotes to help enhance your approach as an advisor.

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Orion Advisor Academy

Stay up to date on the latest CE offerings from our free Advisor Academy — sign up for our monthly newsletter to be the first to learn about new courses, helpful announcements, and more.

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Even More To Explore

Additional Resources To Help Grow Your Firm

Orion's customers have access to even more powerful resources intended to help financial professionals build and grow their practices. From strategist newsletters to our Guiding Star reports and product-specific content, our team is dedicated to giving you the information you need to maximize your Orion partnership.

The Flywheel

Critical resources, the latest wealthtech content and news, and industry insights — curated and delivered to your inbox every week.

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TAMP Talk: What's Trending on OPS

Brought to you by the Orion Due Diligence team, get a snapshot of everything trending this past month on the OPS platform, including new products added, a spotlight on our strategist partners, and other tools you can use to maximize your experience.

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Unlocking Alpha

This quarterly newsletter focused on Orion Custom Indexing keeps you up to date with the latest CI news, success stories from firms like yours, and insights you can use to take advantage of this powerful platform — as well as cobranded marketing materials you can use to sell this solution to your clients.

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Communities Corner

Communities subscribers get spotlights on all-new features, strategists, and platform enhancements, as well as valuable market commentary.

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Ready for More?

Connect with us today to explore Orion's leading solutions1 and gain access to these — and other — exclusive content to support your growth.

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¹Source: T3 Inside Information Software Survey, 2024. Orion has #1 Market Share for All-In-One Software Programs

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.


Compliance Code: 0 4 8 9, Orion Portfolio Solutions, March 1, 2024