NorthStar Blog

11
Jan

Orion Weekly: New Ways to Interact with Orion

In today's Orion Weekly, you can learn about all-new ways to interact with Orion, and read a new story about how the first trades in Eclipse relate to the storied Buttonwood tree.

The post Orion Weekly: New Ways to Interact with Orion appeared first on Orion Advisor Services.

11
Jan

How Co-Browsing in Orion Connect Makes Support Even Simpler

We’ve added co-browsing in Orion Connect to help make your support experience with Orion more seamless than ever. Learn more in today's post.

The post How Co-Browsing in Orion Connect Makes Support Even Simpler appeared first on Orion Advisor Services.

09
Jan

The History Of The Buttonwood Agreement—And Why It Matters For Orion Eclipse

history buttonwood agreement

The Buttonwood Agreement plays an important part in the history of the stock market, and now it’s part of the history of Orion Eclipse.

The post The History Of The Buttonwood Agreement—And Why It Matters For Orion Eclipse appeared first on Orion Advisor Services.

02
Jan

Compounding Returns Part 2: Net-of-Fee Return

Have you ever wondered why the gross-of-fee return minus the annual fee percent doesn’t equal net-of-fee return? The simple answer is compounding.

The post Compounding Returns Part 2: Net-of-Fee Return appeared first on Orion Advisor Services.

30
Dec

The Early Bird Gets The FORM ADV Data Worm

orion compliance adv updates

We like to keep our clients stress free and joyful throughout the ADV season. That’s why we created the ADV Tab located in the Compliance Corner.

The post The Early Bird Gets The FORM ADV Data Worm appeared first on Orion Advisor Services.

28
Dec

Orion’s Top 10 Of 2017

As we reflect back on 2017, there are so many things that made it a great year to be an Orion user. We’re counting down Orion’s Top Ten List of 2017.

The post Orion’s Top 10 Of 2017 appeared first on Orion Advisor Services.

28
Dec

Bitcoin Bubble About to Burst? Not So Fast!

Content provided by Michael Hadden, Junior Research Analyst For every social media darling claiming to have struck it rich with Bitcoin, there’s a prominent investor calling it a fraud or bubble, see here and/or here. You’d probably want to trust Warren Buffett over @MrMoneyBags on Twitter, right? As the College Football Analyst, Lee Corso, likes...
27
Dec

Time to Give

Content provided by Robyn Murray, Freelance Writer Meghan Reinhardt is passionate about nonprofits. But, she’s building her career in finance. They’re completely different fields — but, Reinhardt sees important crossover. Most importantly, she sees a route to reaching her ultimate goal: giving back. *** Reinhardt grew up in Fremont, Neb., a small town just west...
21
Dec

Deck the Halls With These New Updates

In today's Orion Weekly, we’re announcing our new Archive Tool and Compliance page and reviewing our integration with AdvisoryWorld.

The post Deck the Halls With These New Updates appeared first on Orion Advisor Services.

20
Dec

Keeping Up With Millennials

Content provided by Kostya Etus, CFA, Portfolio Manager Financial advisors and investment managers are trying to crack the code on what millennial investors are looking for and how to help them save for retirement. Here are a few insights from a millennial point of view on dealing with this evolutionary generation. Keeping Up With Technological...