THE BLOG

31
Jul

Is Weather Affecting My Portfolio?

Content provided by Michael Hadden, Investment Research Analyst There are numerous factors that affect market prices: economic cycles, interest rates, demographic trends, even the Twitter activity of a particular account, just to name a few. With so many factors to consider when evaluating an investment, the last thing investors want to hear is that something...
30
Jul

Save Time with the Batch Performance Tool

Have you ever wanted to run several performance reports at once? With the Batch Performance Tool, you can! In this week’s Tech Tip, we’ll show you how to save time by gathering all of your reports into one place. Let’s dive in!

The post Save Time with the Batch Performance Tool appeared first on Orion Advisor Services.

25
Jul

Audits Happen. Here’s What You Need to Know.

Do you know the top five most common exam deficiencies for RIA firms? Click here to find out what they are and how you can prevent common mistakes.

The post Audits Happen. Here’s What You Need to Know. appeared first on Orion Advisor Services.

24
Jul

In Our Current Volatile Market, Hold On for One More Day

From Y2K to 9/11 to the European debt crisis to Brexit, there will always be reasons not to invest in the stock market.  The latest reason? An ongoing trade dispute between the world’s two largest economies, China and the United States. After the U.S. announced expanded tariffs on Chinese goods, and China has responded in...
23
Jul

Making the Case: 3 Tips for Better InvestingBut I Live Here! | This Time is Different | Large U.S. Multinationals Provide Diversification

By: Case Eichenberger, CIMA®, Senior Client Portfolio Manager As the bull market marches on, new highs appear in sight. But investors are not overly optimistic. If they are, there is a good chance they are focusing on a single country — the U.S. I have heard some unique reasons lately why international stocks don’t make...
23
Jul

Expand Your Fee Options with Asset Level Billing

When it comes to charging for advisory services, there are many different options. Flat, tiered, hourly, who’s to say what’s best? In this week’s Tech Tip, we’ll explore an additional method, Asset Level Billing.

The post Expand Your Fee Options with Asset Level Billing appeared first on Orion Advisor Services.

19
Jul

Simplification without Sacrifice: How the Right Tech Can Improve Your Efficiency and Your Client Relationships

Advisors trying to balance efficiency and scale with an exceptional client experience can find themselves inadvertently creating additional complexities. Learn how technology can help solve for them.

The post Simplification without Sacrifice: How the Right Tech Can Improve Your Efficiency and Your Client Relationships appeared first on Orion Advisor Services.

16
Jul

Streamline Your Report Builder Organization

One of the most popular apps in Orion Connect, Report Builder can help you shine during client meetings! In this week’s Tech Tip, we’ll show you how to organize your folders so you can get to your most important data quickly.

The post Streamline Your Report Builder Organization appeared first on Orion Advisor Services.

16
Jul

Schwab SOLUTIONS Is Coming to a City Near You — Don’t Miss Out

Orion is sponsoring 12 Schwab SOLUTIONS events in 12 cities across the country. Don’t miss your chance to learn critical ways you can use technology to improve your business.

The post Schwab SOLUTIONS Is Coming to a City Near You — Don’t Miss Out appeared first on Orion Advisor Services.

15
Jul

10 Insights for Advisors: Q&A with CLS President Rusty Vanneman

If you’re looking for fast answers to tough investment questions — like what to expect from the stock market for the remainder of the year, or the impact Trump’s tweets have on the market — you’ve come to the right place. President and CIO of CLS Investments, Rusty Vanneman, answers 10 of the top advisor...