THE BLOG

11
Jan

What to Look For When It’s Time to Change Your Advisor Tech

Why should you care about the culture of the firms that provide your advisory practice’s technology? As long as your tech stack does what you need it to do, everything else is immaterial, right? Not quite. Read more of our CEO Eric Clarke's thoughts on why you and your technology partners need to evolve in the same direction toward a shared vision for the future. 

The post What to Look For When It’s Time to Change Your Advisor Tech appeared first on Orion Advisor Services.

13
Nov

Know What You’re Getting Before Your Technology Conversion

Get the inside knowledge on which type of technology conversion is best for your firm, and learn how Orion supports new advisors who convert to its award-winning portfolio management platform

The post Know What You’re Getting Before Your Technology Conversion appeared first on Orion Advisor Services.

15
May

5 Tips for Breakaways Evaluating the Advisor Tech Landscape

As a breakaway advisor, one of the biggest decisions you’re likely facing is evaluating and choosing the best advisor technology to suit your needs. This process doesn’t have to be difficult—and you don’t have to do it alone. Check out our 5 tips for getting started in today’s blog post:

The post 5 Tips for Breakaways Evaluating the Advisor Tech Landscape appeared first on Orion Advisor Services.

28
Nov

Creating a Plan for Re-entering the Market

I firmly believe financial advisors need to be leaders for their clients by helping assess financial needs, creating long-term financial plans, and leading clients toward financial goals with a disciplined approach. However, it seems there is a market downturn at some time each year that tests the advisors’ and clients’ discipline. They often become nervous...