NorthStar Blog

16
Apr

Streamline Your Billing Process with Fee Auto Post

In this week’s Tech Tip, we’ll look at how enabling the Fee Auto Post option can help you streamline your billing process, avoid advisory fee delays, and ultimately get you paid sooner!

The post Streamline Your Billing Process with Fee Auto Post appeared first on Orion Advisor Services.

16
Apr

Book Your Q1 Gains? | Avoid the Losers | Yield Curve, R-E-L-A-X Making the Case: 3 Tips for Better Investing

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Book Your First Quarter Gains? The first quarter of 2019 has had a hot start. As of March 26, U.S. and global stocks are up more than 10%! But the positive streak is raising some concerning questions. I’ve personally heard strategists from prominent asset...
11
Apr

CLS Parent Company, Northstar Financial, Announces Unification Under Orion Brand, New Leadership Team

Northstar Financial Services Group, LLC, the parent company of CLS Investments, Orion Advisor Services, FTJ FundChoice, and Constellation Trust Company, has announced that it will be renamed Orion Advisor Solutions. Its subsidiaries, including CLS, will be unified under the Orion brand identity. This initiative will enable us, and our sister companies, to deliver an even...
11
Apr

NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team

NorthStar Financial Services Group, LLC, the parent company of Orion Advisor Services, FTJ FundChoice, LLC, CLS Investments, LLC, and Constellation Trust Company, announced today that it will be renamed Orion Advisor Solutions and unify its subsidiaries under the Orion brand identity. The initiative enables the company to deliver a more robust and connected advisor experience featuring best-in-class technology and investment flexibility.

The post NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team appeared first on Orion Advisor Services.

09
Apr

Look Your Best with Report Builder 3.0

In this week’s Tech Tip, we’ll look at how Orion’s Report Builder 3.0 can help you look your best by building custom, informative, and easy to digest reports.

The post Look Your Best with Report Builder 3.0 appeared first on Orion Advisor Services.

08
Apr

Estate Planning Isn’t Just for the Wealthy: Help Your Clients Build a Legacy

While everyone knows how important financial planning is, understanding how estate planning fits into the financial planning conversation can sometimes be overlooked. But with an estimated $30 trillion dollars changing hands in the U.S. over the next decade — the largest wealth transfer in history —  now is the perfect time to start talking about estate planning with your clients and to get the right tech in place to manage your estate planning needs. Your clients rely on you to guide them through their finances for every stage of life from the income-earning years, through major life events, and into retirement. They might not realize they need help planning their legacy too. It can be difficult for clients to talk about what happens after their death. But with the help of a trusted advisor like you to facilitate the conversation, they can determine the best steps to take now to prepare for what happens after they’re gone. Estate Planning: Not Just for the HNW One common misconception surrounding estate planning is that potential clients don’t have enough assets to have to worry about estate planning. But just as the importance of financial planning has become a common household understanding, so...

The post Estate Planning Isn’t Just for the Wealthy: Help Your Clients Build a Legacy appeared first on Orion Advisor Services.

02
Apr

Compiling AUM Data for ADV Filing is a Snap with Orion’s ADV Dashboard

In this week’s Tech Tip, we’ll explore how Orion’s ADV Dashboard can simplify your AUM reporting process, saving you time when filing your ADV, so you can get back to strengthening your client relationships and growing your business!

The post Compiling AUM Data for ADV Filing is a Snap with Orion’s ADV Dashboard appeared first on Orion Advisor Services.

01
Apr

You Can Now Add “Award-Winning” to the Orion Compliance App

Orion’s turnkey Compliance solution for RIA firms and financial advisors has been named the winner of the Family Wealth Report Awards’ Compliance category.

The post You Can Now Add “Award-Winning” to the Orion Compliance App appeared first on Orion Advisor Services.

26
Mar

Viewing Client Risk Statistics in the Performance Viewer App

In this week's Tech Tip we'll discuss how to view a client's risk statistics within the Performance Viewer app and how you can make adjustments to keep your client on track to meet their long-term financial goals.

The post Viewing Client Risk Statistics in the Performance Viewer App appeared first on Orion Advisor Services.

25
Mar

Solving the Problem of Mass Customization in SMA Portfolios

The Orion ASTRO platform helps firms create custom SMA portfolios in an efficient and scalable way. Read more to see how you can automate your portfolio construction.

The post Solving the Problem of Mass Customization in SMA Portfolios appeared first on Orion Advisor Services.