NorthStar Blog

24
Jul

In Our Current Volatile Market, Hold On for One More Day

From Y2K to 9/11 to the European debt crisis to Brexit, there will always be reasons not to invest in the stock market.  The latest reason? An ongoing trade dispute between the world’s two largest economies, China and the United States. After the U.S. announced expanded tariffs on Chinese goods, and China has responded in...
23
Jul

Making the Case: 3 Tips for Better InvestingBut I Live Here! | This Time is Different | Large U.S. Multinationals Provide Diversification

By: Case Eichenberger, CIMA®, Senior Client Portfolio Manager As the bull market marches on, new highs appear in sight. But investors are not overly optimistic. If they are, there is a good chance they are focusing on a single country — the U.S. I have heard some unique reasons lately why international stocks don’t make...
23
Jul

Expand Your Fee Options with Asset Level Billing

When it comes to charging for advisory services, there are many different options. Flat, tiered, hourly, who’s to say what’s best? In this week’s Tech Tip, we’ll explore an additional method, Asset Level Billing.

The post Expand Your Fee Options with Asset Level Billing appeared first on Orion Advisor Services.

19
Jul

Simplification without Sacrifice: How the Right Tech Can Improve Your Efficiency and Your Client Relationships

Advisors trying to balance efficiency and scale with an exceptional client experience can find themselves inadvertently creating additional complexities. Learn how technology can help solve for them.

The post Simplification without Sacrifice: How the Right Tech Can Improve Your Efficiency and Your Client Relationships appeared first on Orion Advisor Services.

16
Jul

Streamline Your Report Builder Organization

One of the most popular apps in Orion Connect, Report Builder can help you shine during client meetings! In this week’s Tech Tip, we’ll show you how to organize your folders so you can get to your most important data quickly.

The post Streamline Your Report Builder Organization appeared first on Orion Advisor Services.

16
Jul

Schwab SOLUTIONS Is Coming to a City Near You — Don’t Miss Out

Orion is sponsoring 12 Schwab SOLUTIONS events in 12 cities across the country. Don’t miss your chance to learn critical ways you can use technology to improve your business.

The post Schwab SOLUTIONS Is Coming to a City Near You — Don’t Miss Out appeared first on Orion Advisor Services.

15
Jul

10 Insights for Advisors: Q&A with CLS President Rusty Vanneman

If you’re looking for fast answers to tough investment questions — like what to expect from the stock market for the remainder of the year, or the impact Trump’s tweets have on the market — you’ve come to the right place. President and CIO of CLS Investments, Rusty Vanneman, answers 10 of the top advisor...
12
Jul

The Future of Client Experience: Orion and Advizr

From Orion’s inception, our goal has been helping you operationalize your vision.  We focus our product development on tools that empower our advisors to demonstrate their value by providing an exceptional client experience. And as the digital world shifts, so do our advisors’ needs. Consistently innovating means staying connected to industry demands and looking to our advisors to determine what we can do better.  Here’s what we’ve learned: our advisors need to not only meet their clients’ expectations, but also to surpass them with a sleek, seamless, empowering experience: one that stands out in the financial industry. We heard from our advisors that they’re looking for: Opportunities to showcase their value Ways to demonstrate a connection between client goals and the investment strategies proposed to reach them Technology clients are excited to use that doesn’t cause extra advisor work  So we took that feedback and put it into action.  To turn our advisors’ challenges into opportunities and wins, we searched for a solution that would help us redefine the client experience. On July 11, 2019, we announced our acquisition of Advizr, Inc., a financial planning and client experience technology platform.  Why Financial Planning Offering a truly comprehensive client experience means...

The post The Future of Client Experience: Orion and Advizr appeared first on Orion Advisor Services.

09
Jul

Expert Help at Every Turn

At Orion, we’re committed to helping you grow your business with access to innovative technologies and endless learning opportunities. In this week’s Tech Tip, we’ll highlight several ways to engage with Orion so we can help you on your journey to success.

The post Expert Help at Every Turn appeared first on Orion Advisor Services.

09
Jul

Expert Help at Every Turn

At Orion, we’re committed to helping you grow your business with access to innovative technologies and endless learning opportunities. In this week’s Tech Tip, we’ll highlight several ways to engage with Orion so we can help you on your journey to success.

The post Expert Help at Every Turn appeared first on Orion Advisor Services.