NorthStar Blog

20
Feb

How The LexisNexis Integration Helps You Manage OFAC Compliance

The new LexisNexis integration screens client information against the prohibited person and prohibited entity lists that are published by the US Treasury’s Office of Foreign Assets Control (OFAC) and the Commerce Department.

The post How The LexisNexis Integration Helps You Manage OFAC Compliance appeared first on Orion Advisor Services.

15
Feb

Highlights from the Orion February 2018 Software Update

In today’s article, we’ve rounded up all the most important highlights from our upcoming February 2018 software update so you can be prepared to use these new enhancements in your firm.

The post Highlights from the Orion February 2018 Software Update appeared first on Orion Advisor Services.

15
Feb

A Perfectly Natural, Normal Thing

Content provided by Kostya Etus, CFA, Portfolio Manager To quote someone that I’ve learned quite a bit from, you and I are a perfectly natural, normal thing. Perfectly natural. — Jim Levenstein, American Wedding (2003) We knew the historically low levels of volatility couldn’t last forever. It wasn’t normal and bound to end. We experienced...
14
Feb

Back To The Future: From Models To Individualized Portfolios At Scale

Orion’s new ASTRO tool can help your firm provide clients with portfolios that incorporate tax return optimization and better manage risk simultaneously.

The post Back To The Future: From Models To Individualized Portfolios At Scale appeared first on Orion Advisor Services.

08
Feb

Orion Weekly: ASTRO Is Orion’s Powerful New Portfolio Optimization Solution

In today's Weekly, learn about ASTRO, Orion’s Powerful New Portfolio Optimization Solution and how you can create a customized SMA portfolio for each client, all while
maximizing returns and reducing risk.

The post Orion Weekly: ASTRO Is Orion’s Powerful New Portfolio Optimization Solution appeared first on Orion Advisor Services.

06
Feb

How We’re Enhancing the Ascent Online Training Platform

Ascent has been a valuable resource to help Orion advisors learn the platform’s benefits, and now we’re implementing new ways to make the system work better for your firm.

The post How We’re Enhancing the Ascent Online Training Platform appeared first on Orion Advisor Services.

06
Feb

Basic Training on What You Need to Do with Form 13F

Orion’s Compliance Manager offers suggestions for your advisory firm to know when to file Form 13F and what you need to know about using Orion to support your compliance processes.

The post Basic Training on What You Need to Do with Form 13F appeared first on Orion Advisor Services.

02
Feb

What Should Investors Read?

  Content provided by Jackson Lee, CFA, Quantitative Investment Research Analyst Over the past couple of decades, advancements in technology have made a positive impact on the investment industry. For average investors, one of the biggest benefits is the availability and accessibility of data and information. Thanks to the advent of mobile devices, investors now...
30
Jan

Optimizing SMA Portfolios With ASTRO

Today’s post takes you through the steps of optimizing SMA portfolios through Orion’s new ASTRO tool and how it benefits portfolio managers.

The post Optimizing SMA Portfolios With ASTRO appeared first on Orion Advisor Services.

29
Jan

Orion Leads the Next Investment Management Revolution with Powerful Direct-Indexing Service

Orion's direct-indexing tool for Advisor Strategy and Tax Return Optimization (“ASTRO”) will become available to all financial advisors on the Orion platform on March 1, 2018.

The post Orion Leads the Next Investment Management Revolution with Powerful Direct-Indexing Service appeared first on Orion Advisor Services.