NorthStar Blog

18
Sep

Tech Tip Tuesday: How to Correct Account Numbers and Get Help Faster

Today’s Tech Tip Tuesday is a two-for-one! Learn how to correct a missing or incorrect account number and get help articles fast without leaving Orion Connect.

The post Tech Tip Tuesday: How to Correct Account Numbers and Get Help Faster appeared first on Orion Advisor Services.

13
Sep

Performance Roadmap: Dynamic Benchmarks, Daily Composites, Money Market Interest Accrual, and More

With the addition of dynamic benchmarks, money market interest accrual enhancements, daily composites and more, Orion performance reporting capabilities are set to provide deeper analysis and information.

The post Performance Roadmap: Dynamic Benchmarks, Daily Composites, Money Market Interest Accrual, and More appeared first on Orion Advisor Services.

12
Sep

Ascent 2018 Product Roadmap Sneak Peek: Report Builder

We previewed the new Report Builder enhancements in the works for advisors attending Ascent 2018. In this post, learn more about the new customizations and enhancements coming your way later this year.

The post Ascent 2018 Product Roadmap Sneak Peek: Report Builder appeared first on Orion Advisor Services.

11
Sep

Tech Tip Tuesday: Linking Accounts for Performance in Three Simple Steps

Linking accounts for performance may be a rare situation, but if you do come across it, you can complete your task in a few short minutes with the information in today’s Tech Tip Tuesday.

The post Tech Tip Tuesday: Linking Accounts for Performance in Three Simple Steps appeared first on Orion Advisor Services.

11
Sep

FUSE 2018 Award Winners and Integration Advancements

We’ve got all the integration advancements and award winners from FUSE 2018 in one post so you can catch up on all the ways Orion and its partners are enhancing their collaborative tools to help you.

The post FUSE 2018 Award Winners and Integration Advancements appeared first on Orion Advisor Services.

07
Sep

Ascent 2018 Day 3 Recap: FUSE Winners and a Reformed Broker

On the final day of Ascent, we brought our two major conferences--Fuse 2018 & Ascent 2018--together as advisors watched presentations from our integration partners and then got to vote for their favorite. Check out the Fuse Best-in-Show winner in today’s post.

The post Ascent 2018 Day 3 Recap: FUSE Winners and a Reformed Broker appeared first on Orion Advisor Services.

07
Sep

The Pitfalls of “Resulting”

Content provided by Joe Smith, CFA, CLS Senior Market Strategist Focusing only on results can lead to hindsight bias. Outcomes should always be evaluated relative to the quality of the initial decision. At CLS, our decision to overweight international stocks has solid footing in data and research. As a portfolio manager, I generally have a...
07
Sep

Ascent 2018 Day 2 Recap: Alligators, Speed Boats, and Gangsta’s Paradise

Day 2 of Ascent 2018 featured even more training sessions and powerful keynote speakers, but we also found a way to weave in some fun with client appreciation events, including a concert for the ages

The post Ascent 2018 Day 2 Recap: Alligators, Speed Boats, and Gangsta’s Paradise appeared first on Orion Advisor Services.

06
Sep

Ascent 2018 Day 1 Recap: Welcome to Miami Beach

On Ascent 2018 day 1, we kicked this year’s conference off with an Elvis impersonator, inspiring keynotes, and lots and lots of in-depth educational sessions for Orion Connect.

The post Ascent 2018 Day 1 Recap: Welcome to Miami Beach appeared first on Orion Advisor Services.

04
Sep

Happy Birthday, Warren

Content provided by Grant Engelbart, CFA, CAIA, Senior Portfolio Manager & Co-Director of Research Warren Buffett turned 88 years old on Thursday, August 30. Quite possibly the most famous value investor of all time, Buffett took control of Berkshire Hathaway in 1965 (“that is, when current management took over”). Since then, the company has transformed...