NorthStar Blog

18
Jul

New Trading Feature: Multi-Asset Class Securities Now in Orion Eclipse

Adding multiple weightings to a security to create multi-asset class securities in Orion Eclipse can help you take greater control over rebalancing and trading. Find out how!

The post New Trading Feature: Multi-Asset Class Securities Now in Orion Eclipse appeared first on Orion Advisor Services.

17
Jul

Tech Tip Tuesday: When to Use Financial Planning Fees, How to Find Excluded Accounts, and Transaction Mapping

In this Tech Tip Tuesday post, our subject matter experts have highlighted financial planning fees and new capabilities in the New Accounts Center so you can continue growing your business quickly and at scale.

The post Tech Tip Tuesday: When to Use Financial Planning Fees, How to Find Excluded Accounts, and Transaction Mapping appeared first on Orion Advisor Services.

13
Jul

Are You Billing in Arrears? Maybe You Should Be

Calculating fees in Arrears with an Average Daily Balance billing method can help save your firm time, create less stress for employees, and calculate more accurate bills. We explain how in today’s post.

The post Are You Billing in Arrears? Maybe You Should Be appeared first on Orion Advisor Services.

10
Jul

Sir John Templeton: The Humble Approach

Content Provided by Rusty Vanneman, CFA, CMT – Chief Investment Officer One of the most important days in my development as an investment manager occurred in the spring of 1987. It was during my undergraduate days at Babson College. It was Founder’s Day, which is Babson’s oldest tradition, a day established to recognize the school’s...
10
Jul

Behind the Scenes: What’s Included in an Eclipse Consulting Session

Sometimes, you need a more personal touch to use technology to its fullest potential. On day two of our most recent Eclipse + Communities Summit in Omaha, we dedicated the entire day to 1:1 meetings with our advisors. Here’s a behind the scenes look at what goes on during an Eclipse consulting session.

The post Behind the Scenes: What’s Included in an Eclipse Consulting Session appeared first on Orion Advisor Services.

06
Jul

The Rock Stars at CLS Investments

Content Provided by Rusty Vanneman, CFA, CMT – Chief Investment Officer When I was at Fidelity Investments (FMR Co) back in the 1990s, legendary investor Peter Lynch had moved on, but the culture he helped create, one fully dedicated to active management and high performance, was still in place. Fidelity hired the best and brightest...
05
Jul

Orion Rundown: New Ways to Pay for Ascent, ASTRO Out of BETA, Tech Tips and More!

You may have noticed that we changed the name of this email from the “Orion Bi-Weekly” to the “Orion Rundown.” As we continue to enhance Orion to better meet your needs, we’ll provide you with a rundown of what you need to know, every other week!

The post Orion Rundown: New Ways to Pay for Ascent, ASTRO Out of BETA, Tech Tips and More! appeared first on Orion Advisor Services.

29
Jun

Behind the (Research) Curtain

Content provided by Grant Engelbart, CFA, CAIA, Portfolio Manager There are five areas of analysis we utilize to review investment ideas (see our Risk Budgeting White Paper pages 9-10). To help our readers understand these analyses and our investment processes, let’s take a look at a real life example applicable to many, if not all,...
29
Jun

Key Takeaways From the Eclipse + Communities Summit: Omaha

Day one of our Eclipse + Communities Summit in Omaha covered a wide range of trading topics. Here’s what you need to know from our training sessions.

The post Key Takeaways From the Eclipse + Communities Summit: Omaha appeared first on Orion Advisor Services.

28
Jun

Tariffs: Market & Economy Implications

What has Happened? President Trump has officially imposed a 25% tariff on steel imports, and 10% on aluminum, from everywhere in the world (pending some exemptions). Reasoning for these tariffs is a belief that other countries’ current trade practices are a threat to national security, as well as to save U.S. jobs. Several countries influenced...