THE BLOG

27
Feb

How Breakaway Advisors Can Make The Best Technology Choices For Their New Firm

Choosing technology for breakaway advisors is an important consideration when starting up a new RIA. In today’s post, we look at the questions to ask when vetting options.

The post How Breakaway Advisors Can Make The Best Technology Choices For Their New Firm appeared first on Orion Advisor Services.

23
Feb

Three Reasons Not to Get the Jitters about Market Volatility

Content provided by Joe Smith, CFA, Senior Market Strategist The first quarter of 2018 has so far seen a bout of market volatility that in some ways is long overdue. At the end of January, markets began to move — falling from slightly positive to near-correction territory by early February. Although much of the sell-off...
22
Feb

Orion Weekly: Bring Tax Optimization To Your Firm

In today's Orion Weekly, learn about tax-efficient trading, building individual portfolios in ASTRO, new integrations with LexisNexis and AssetMap, and more.

The post Orion Weekly: Bring Tax Optimization To Your Firm appeared first on Orion Advisor Services.

22
Feb

Integration Now Available With iCapital Network

Orion is now integrated with iCapital Network, a financial technology platform, to provide RIAs with easy Single-Sign On access.

The post Integration Now Available With iCapital Network appeared first on Orion Advisor Services.

21
Feb

How To Use Sleeve Strategy Model Equivalents

The Orion February 2018 Software Update includes numerous trading improvements, including sleee strategy model equivalents, tactical trading updates, and restrictive plan support.

The post How To Use Sleeve Strategy Model Equivalents appeared first on Orion Advisor Services.

20
Feb

How The LexisNexis Integration Helps You Manage OFAC Compliance

The new LexisNexis integration screens client information against the prohibited person and prohibited entity lists that are published by the US Treasury’s Office of Foreign Assets Control (OFAC) and the Commerce Department.

The post How The LexisNexis Integration Helps You Manage OFAC Compliance appeared first on Orion Advisor Services.

15
Feb

Highlights from the Orion February 2018 Software Update

In today’s article, we’ve rounded up all the most important highlights from our upcoming February 2018 software update so you can be prepared to use these new enhancements in your firm.

The post Highlights from the Orion February 2018 Software Update appeared first on Orion Advisor Services.

15
Feb

A Perfectly Natural, Normal Thing

Content provided by Kostya Etus, CFA, Portfolio Manager To quote someone that I’ve learned quite a bit from, you and I are a perfectly natural, normal thing. Perfectly natural. — Jim Levenstein, American Wedding (2003) We knew the historically low levels of volatility couldn’t last forever. It wasn’t normal and bound to end. We experienced...
14
Feb

Back To The Future: From Models To Individualized Portfolios At Scale

Orion’s new ASTRO tool can help your firm provide clients with portfolios that incorporate tax return optimization and better manage risk simultaneously.

The post Back To The Future: From Models To Individualized Portfolios At Scale appeared first on Orion Advisor Services.

08
Feb

Orion Weekly: ASTRO Is Orion’s Powerful New Portfolio Optimization Solution

In today's Weekly, learn about ASTRO, Orion’s Powerful New Portfolio Optimization Solution and how you can create a customized SMA portfolio for each client, all while
maximizing returns and reducing risk.

The post Orion Weekly: ASTRO Is Orion’s Powerful New Portfolio Optimization Solution appeared first on Orion Advisor Services.