NorthStar Blog

07
Dec

Building a House

Content provided by Robyn Murray, Freelance Writer Aleck Liu first started thinking about investing when he was eight years old. His dad was building a house in the family’s backyard, and Liu liked the idea that his father had built something tangible. Something that would be there in the future — generating income or, if...
06
Dec

Tech Tip Thursday: Managing Your Orion Form 13F and ADV Settings

In this week’s Tech Tip, we’ll show you how you can use Orion to simplify your Form 13F and ADV reporting with the Compass app, which we designed to help you create a compliance testing regimen that can automatically run the right reports when you need them.

The post Tech Tip Thursday: Managing Your Orion Form 13F and ADV Settings appeared first on Orion Advisor Services.

05
Dec

Tough Minded

Content provided by Robyn Murray, Freelance Writer Shana Sissel has survived not one, but two terrorist attacks. On September 11, 2001, Sissel was on the 64th floor of World Trade Center Tower 2. On April 15, 2013, she was three blocks away from the finish line of the Boston Marathon. Her frightening experiences, along with...
30
Nov

A Better Financial Decision-Making Experience

Asset-Map's Steve Ambuul discusses how advisors who want to stay relevant and deliver a value proposition that’s unique, (and uniquely human) can run their meetings so that they and their clients can continuously visualize, prioritize, and optimize their financial picture with Asset-Map.

The post A Better Financial Decision-Making Experience appeared first on Orion Advisor Services.

29
Nov

Tech Tip Thursday: Keep Your Data Clean with the Asset Comparison Report

Orion’s Asset Comparison Reports alerts you to accounts and assets that a custodian no longer sends to Orion so you can easily keep your database clean and updated.

The post Tech Tip Thursday: Keep Your Data Clean with the Asset Comparison Report appeared first on Orion Advisor Services.

28
Nov

Win by Losing Less

Content provided by Grant Engelbart, CFA, CAIA, Director of Research & Senior Portfolio Manager Risk Budgeting focuses on the management of volatility in client portfolios. This manifests itself in the most apparent form for clients during market corrections, where “risk” and “volatility” move from being vague statistical measures to “Wait, how much money did I...
21
Nov

5 Ways Orion Can Support Your Growth in Becoming a Billion-Dollar Firms

Large and growing RIA firms often have more highly-specialized needs from their technology partners. Read our post to see how Orion can support your needs.

The post 5 Ways Orion Can Support Your Growth in Becoming a Billion-Dollar Firms appeared first on Orion Advisor Services.

19
Nov

The Builder

Content provided by Robyn Murray, Freelance Writer The first thing to know about Chad Boyer is that he likes to build. It’s a trait that stretches back through a line of brick layers and concrete masons to his great grandfather. “I worked from the time I was probably 10 years old,” Boyer said. “I’ve always...
15
Nov

Tech Tip Thursday: Show the Best Performance Calculation Method for Your Clients

Learn how to change the performance calculation method displayed in the Client Portal and display the performance calculation method that makes the most sense for your clients.

The post Tech Tip Thursday: Show the Best Performance Calculation Method for Your Clients 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.