THE BLOG

30
Nov

Ring in the Holidays with These 2017 Compliance Wins

In today's Orion Weekly, ring in the holidays with these 2017 compliance changes, plus upcoming webinars and MarketCounsel Summit.

The post Ring in the Holidays with These 2017 Compliance Wins appeared first on Orion Advisor Services.

28
Nov

Compliance Technology Wins for 2017 (And What it Means for Advisors)

orion compliance adv updates

This year, Orion made several compliance-related changes including new tools and new staff. Here's an overview and what it means for you and your firm.

The post Compliance Technology Wins for 2017 (And What it Means for Advisors) appeared first on Orion Advisor Services.

24
Nov

Security Verification Procedures

Content provided by Nate Wattier, Project Manager The security of our clients’ accounts and personal information is very important to us at CLS. We understand that with the prevalent threat of cyber breaches and security risks, investors not only value, but also need top-of-line security measures in place to protect them. One of the measures...
22
Nov

Best Holiday Advice: Don’t Chase Performance

Content provided by Jackson Lee, Quantitative Investment Research Analyst Thanksgiving has always been one of my favorite holidays. Besides stuffing myself with seemingly bottomless turkey and desserts, I enjoy the tradition of reflecting on what we are grateful for and taking time to be with our loved ones. But if your family is like mine,...
21
Nov

Using FinTech to Help Fulfill Your Fiduciary Responsibility

Fiduciaries are required to act in the client's best interest – so how does your tech help you be a better fiduciary and provide the best client experience?

The post Using FinTech to Help Fulfill Your Fiduciary Responsibility appeared first on Orion Advisor Services.

17
Nov

Bitcoin: What Is It Good For?

Content provided by Mark Matthews, Investment Research Analyst A Commodity? An Equity? Bitcoin continues to reach new highs, closing at $7,058 per share on November 2, 2017. But for many investors, bitcoin remains somewhat of a mystery. So, what is this highly popular digital currency, and why is it continuing on such a tear? Bitcoin...
16
Nov

ETF Expense Ratios: More Than Meets the Eye

Content provided by Grant Engelbart, CFA, CAIA, Portfolio Manager We’ve all got our pet peeves and soap boxes. For most people they have to do with human behavior. But for me, my biggest pet peeve is the constant attention to ETF expense ratios! The fee war has gotten out of control. I’m actually surprised there...
16
Nov

Latest integration from Orion Advisor Services Allows Advisors to Trade from Anywhere its Insight App is Installed

Trading for advisors is now faster and easier than ever. Execute trades from wherever the Orion Insight app is installed, including your CRM.

The post Latest integration from Orion Advisor Services Allows Advisors to Trade from Anywhere its Insight App is Installed appeared first on Orion Advisor Services.

16
Nov

Get the Details on our Latest Software Release

Get the details on our latest software release, catch up on Tuesday's webinar, and check out a guest blog, it's all coming up in today's Orion Weekly.

The post Get the Details on our Latest Software Release appeared first on Orion Advisor Services.

14
Nov

The Advisor View: How Orion is Helping a New RIA with a Successful Launch

Orion Rep Portal

Adam shares his perspective on why his firm chose Orion and what sets it apart from the other portfolio accounting solutions available today.

The post The Advisor View: How Orion is Helping a New RIA with a Successful Launch appeared first on Orion Advisor Services.