NorthStar Blog

08
Jan

The Latest Practice to be Disrupted: Family Office Consultation

Eric Clarke — Financial Planning Don’t look now, but family office client consultation is moving downmarket. Specifically, the boardroom meeting uniting the client’s advice team is becoming commonplace. This is an opportunity for the client in one setting to meet with their advisor, accountant, estate attorney, insurance agent and other stewards to make sure that they...
07
Jan

The Latest Practice to be Disrupted: Family Office Consultation

Why should you care about the culture of the firms that provide your advisory practice’s technology? As long as your tech stack does what you need it to do, everything else is immaterial, right? Not quite. Read more of our CEO Eric Clarke's thoughts on why you and your technology partners need to evolve in the same direction toward a shared vision for the future. 

The post The Latest Practice to be Disrupted: Family Office Consultation appeared first on Orion Advisor Services.

02
Jan

Defense Wins Championships

Content Provided by Kostya Etus, CFA, Senior Portfolio Manager There are several variables investors can control when investing, including the cost, time until withdrawals, how we react to volatility, and how much risk we take on. Unfortunately, we tend to focus most on returns, which we have no control over. One of the most important...
01
Jan

Ringing in the New Year with Randy

At Orion, meeting the shifting needs of our client base in 2018 wouldn't have been possible without the proven processes we follow and our best-in-class technology produced by the growing team following an inspired purpose. So, as we embark on the new year ahead, I’d like to share some of the most exciting moments and memories from 2018!

The post Ringing in the New Year with Randy appeared first on Orion Advisor Services.

01
Jan

Ringing in the New Year with Randy

At Orion, meeting the shifting needs of our client base in 2018 wouldn't have been possible without the proven processes we follow and our best-in-class technology produced by the growing team following an inspired purpose. So, as we embark on the new year ahead, I’d like to share some of the most exciting moments and memories from 2018!

The post Ringing in the New Year with Randy appeared first on Orion Advisor Services.

31
Dec

2018 Top 10 Orion Blog Countdown: Tech Conversion Tips, Breakaway Best Practices, Reporting Insights and More!

Before the big countdown to midnight begins, let’s do a countdown of our own and see what the 10 most popular blogs were in 2018!

The post 2018 Top 10 Orion Blog Countdown: Tech Conversion Tips, Breakaway Best Practices, Reporting Insights and More! appeared first on Orion Advisor Services.

27
Dec

Tech Tip Thursday: How to Use Orion’s Performance Overview App

The next time you need to quickly calculate portfolio performance, try the Performance Overview app in Orion Connect. You can generate performance for any entity level, and compare it against benchmarks.

The post Tech Tip Thursday: How to Use Orion’s Performance Overview App appeared first on Orion Advisor Services.

26
Dec

The Dec. 31st RMD Deadline is Near: Are You Ready?

Monitor your clients’ Required Minimum Distributions for the year with the RMD Dashboard app in Orion Connect, and keep all your portfolios on-track with a glance.

The post The Dec. 31st RMD Deadline is Near: Are You Ready? appeared first on Orion Advisor Services.

20
Dec

12 Things That Should be on Every RIA’s Holiday Wish List

In all of the hustle and bustle of the holiday season, let Orion’s holiday wish list make shopping for your business simple this year!

The post 12 Things That Should be on Every RIA’s Holiday Wish List appeared first on Orion Advisor Services.

20
Dec

12 Things That Should be on Every RIA’s Holiday Wish List

In all of the hustle and bustle of the holiday season, let Orion’s holiday wish list make shopping for your business simple this year!

The post 12 Things That Should be on Every RIA’s Holiday Wish List appeared first on Orion Advisor Services.