Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses ? ? ? Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
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?? Don't miss this insightful interview with Orion CEO Natalie Wolfsen.
Today, Natalie Wolfsen is CEO of Orion Advisor Solutions, but years ago, her future was less clear after a business she had helped found went under. At that point, she had a choice to make: Should she follow her interests or her wallet? In this edition of The Ladder, she explains her decision — and how it ultimately paid off. #theladder #financialplanning #professionaldevelopment
Direct indexing — a buzzword we're seeing almost everywhere, but what does it mean? And even more importantly, how do you talk to your clients about it? Thanks to Jamie Susanin Ryan, CFA and our free CE course, "Powerful Personalization for Every Investor," we've got you covered! What You'll Learn ?? 1?? Understand the benefits and features of #directindexing within the industry 2?? How to speak to your clients about the benefits What You Get ? 1 Hour CFP?, CIMA?, CPWA?, RMA? Get access to this course and more in #OrionAdvisorAcademy — our free, digital, and mobile-friendly online learning platform to start earning #CE in a snap. ?? ?? Enroll today! https://bit.ly/3RqDQqx
??? Dive into the intersection of innovation and psychology! Orion’s CEO, Natalie Wolfsen, and Chief Behavioral Officer, Daniel Crosby, Ph.D., recently joined ThinkAdvisor to discuss how wealth tech and behavioral finance are shaping the future for financial advisors. Check it out, here: https://bit.ly/3B4RTxC
We're pleased to announce that our very own Behavioral Finance Analyst, Dr. Naomi W., has been named a winner of the 2024 InvestmentNews Rising Stars Award! ?? Naomi’s dedication and expertise have made a lasting impact on the wealth management industry. From helping develop cutting-edge behavioral finance tools to creating Orion Advisor Academy CE courses, she continues to raise the bar. In addition to training advisors on behavioral finance, Dr. Win is partnering with the Foundation for Financial Planning and CFP Board, where she is driving the conversation on the benefits and best practices for behavioral finance implementation. Naomi’s commitment to providing comprehensive resources and insights for advisors is truly inspiring. ?? Congratulations, Naomi! Read the full list of winners here: https://bit.ly/3CFgh9A
Last week brought market gains across the board, with NVIDIA's stellar earnings and #Bitcoin nearing $100,000 grabbing headlines. This week, we’re gearing up for a shortened trading week, but key Fed updates and inflation data will take center stage. Looking ahead, what do you think will drive market sentiment as we close out the year? ?? Share your thoughts??
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Exciting insights from Orion’s CEO, Natalie Wolfsen, on the future of wealth-tech! Grateful to Citywire RIA and Reagan Darrah for highlighting how we’re helping #financialadvisors thrive in a rapidly evolving landscape.
Natalie Wolfsen, CEO of Orion, joins Reagan Darrah to discuss how the tech giant is leveraging their existing offerings to continue helping advisors, and how they plan to continue making integration more seamless. Natalie shares that OCIO, tax management, custom indexing, and AI are all areas that we can expect to see developments from Orion in 2025. Stay tuned for more with Citywire RIA's audience development team! Citywire USA Reagan Darrah Arielle Shternfeld Amelia Holland #CitywireRIA #SchwabIMPACT
?? Say goodbye to #OrionAscent tickets soon... It's official: we're past Standard Registration, and Late Registration tickets are on pace to sell out! ?? Don’t miss your chance to snag the last ticket to Ascent 2025 or you’ll be saying goodbye to an epic experience: https://orion.com/ascent
?SEC Chair Gary Gensler announces he will step down on January 20, 2025. With his departure, significant changes in financial regulation could follow. What might the new SEC Chair mean for your firm? ?? Read our latest blog for insights into Gensler’s tenure, his key regulatory efforts, and what his departure means for the SEC’s direction moving forward.? https://bit.ly/3OlE7Kk At Orion, we help firms stay informed and prepared for regulatory changes. Schedule a demo with Orion to learn more about how our solutions can help you adapt to evolving compliance requirements.? #SEC #GaryGensler #Compliance #FinancialRegulation #OrionCompliance? https://bit.ly/3OlE7Kk
?? Happening Tomorrow! Orion Cash & Credit, powered by UPTIQ, will present a new loan product that is now available. Discover how Alternative Backed Lines of Credit (ABLOCs) allow investors to unlock liquidity without liquidating assets or incurring tax liabilities. You'll learn how to: ? Provide more value to clients ? Meet cash flow needs more efficiently ? Bring innovation to wealth preservation ?? Date: Friday, November 22 ?? Time: 2pm ET, 1pm CT ?? Register now: https://bit.ly/3ZifhBl
?? Whatever Your Why, Orion Can Help ?? Meet Rob Beck, Managing Partner of Wealth Management CPAs. Rob’s journey from CPA to building a thriving advisory firm is one fueled by a commitment to kindness, competence, and community impact. To help scale his business, Rob's partnered with Orion OCIO. But for Rob, the partnership isn't just about data or technology — it’s about the people. Orion OCIO’s team of leaders provides the support and expertise to help firms like Rob’s scale operations and achieve new levels of success. Want to know how Rob did it? Access his story and expert tips to learn how you can streamline your practice, deliver more value, and grow your firm while staying true to your “why.” ?? Discover Rob's Full Story Now https://bit.ly/48WwOCd ______________________________ Orion has not compensated Rob Beck from Wealth Management CPAs specifically or directly for this testimonial but they could from time to time receive gifts or entertainment as part of our normal business relationship or their firm may participate in marketing or administration support agreements with Orion. None of these occurrences are in place in order to compensate Rob for the supplied statements.