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Jeff DeMaso of The Independent Vanguard Adviser - Vanguard’s Biggest Moves in 2023

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Kim Arthur of Main Management - Market Outlooks

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Caleb Brown of New Planner Recruiting - How to Find the Best Talent for Your Firm

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Ed Rosenberg of Texas Capital Bank - Investing in Texas and the Future of the ETF Industry

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David Schulhof of MUSQ - Exploring Investment Opportunities in the Growing Music Industry

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Rand Wrighton of Barrow Hanley Global Investors - Value Investing: How Value Outperforms Growth

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Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.

2029-R-25210

Recommended

Scale at Every Size: The Benefits of Most-in-One Technology

2025 Wealthtech and Investor Surveys

Choosing Technology That Supports Your Business Model and Investment Philosophy

Recommended

How to Win in the High-Net-Worth Marketplace

Deliver Personalization at Scale with Direct Indexing

Turn Outsourcing into a Competitive Advantage

Recommended

Whatever Your Why: Rob Beck

Whatever Your Why: Blake Street

Whatever Your Why: Todd Nuttall

Recommended

2026 Wealthtech Outlook

Key Resources for Managing Market Volatility

Tax Season Resources

Orion Resources

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