THE BLOG

14
Feb

Innovate on the Fundamental’s at Ascent 2019 On the Road

This year, we’re innovating our game plan, joining forces with our amazing integration partners and bringing Ascent 2019, our renowned user conference to a city near you! Check out everything you can expect from this year's events all geared towards helping advisors — both existing platform users and those looking to leverage new technology — learn how to “Innovate on the Fundamentals.”

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07
Feb

Why It’s Important for Financial Advisors to Listen to Their Own Advice

Would you go to a physician who didn’t have the confidence to diagnose themselves with the common cold? Would you eat at a restaurant (even if it had a few Michelin stars) if the chef refused to eat his or her own cooking? If you said “no” to either one of those questions, then maybe it’s time to ask yourself a third question—and this one’s a little more personal: Should you  expect clients  to listen to your advice if you don’t follow the same guidelines and practices that you  recommend for them? We talked to three advisors to understand their view on why it is important for financial advisors to follow the same advice that they give to clients. Here’s what they told us… Invest with Your Clients A common theme was that advisors should invest alongside their clients—in the same assets, same portfolios, and same strategies. “We are big believers in taking our own advice at Warren Street Wealth,” said Founding Partner and CIO, Blake Street. “We invest directly alongside our clients, which helps us stay in-tune with the sentiment they experience since our DNA is not much different than theirs.” While Street’s firm is in California, another advisor...

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25
Jan

These are the Business Boogeymen That Keep Advisors Up at Night

From cybersecurity to unknown client expectations, advisors have a lot to handle. Orion Advisors discussed their main concerns to give you an idea of how to best handle them.

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21
Jan

TAMPs Competing In A Fragile Market Ask: Scale or Service, Product or Platform?

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. 

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17
Jan

Fintech isn’t Just for Kids

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. 

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11
Jan

A New Year is Here! Are Your Clients Ready?

In this post, catch up with a few of our advisors to discover the financial checklist they use with their clients as a new year begins.

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11
Jan

Boomers still loom large in the future — but don’t count millennials out

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. 

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10
Jan

LPL’s largest hybrid RIA offers new home for wirehouse teams

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. 

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17
Dec

Open TD Ameritrade Institutional Accounts on Orion in Minutes with New Integration

Today we announced a significant upgrade to its account-opening experience for Orion users who custody with TD Ameritrade Institutional, a leading provider of comprehensive brokerage and custody services, eliminating hours or days of manual data entry.

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13
Jun

Selecting the Right Tech Partner: Advice from Orion’s Breakaway Resource Center

More advisors are going independent, and Orion’s Breaking Away Resource Center offers helpful best-practice, advice and resources for advisors looking to make a leap in their career.

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