NorthStar Blog

17
Dec

Open TD Ameritrade Institutional Accounts on Orion in Minutes with New Integration

Today we announced a significant upgrade to its account-opening experience for Orion users who custody with TD Ameritrade Institutional, a leading provider of comprehensive brokerage and custody services, eliminating hours or days of manual data entry.

The post Open TD Ameritrade Institutional Accounts on Orion in Minutes with New Integration appeared first on Orion Advisor Services.

14
Dec

Touchstones

Content provided by Robyn Murray, Freelance Writer Dustin Dorhout’s father left him with a special gift. A stack of letters to serve as lifelong reminders of the values he held dear — integrity, hard work, discipline — and about the kind of person he wanted his son to grow up to be. It’s a poor...
13
Dec

Tech Tip Thursday: Set Related Households for Billing Breakpoints

Orion’s portfolio accounting tools give you ultimate flexibility when it comes to billing your clients. Read how to set up aggregate household billing to achieve the right breakpoints in today’s blog.

The post Tech Tip Thursday: Set Related Households for Billing Breakpoints appeared first on Orion Advisor Services.

13
Dec

Give Thanks

Content Provided by Michael Hadden – Investment Research Analyst In this season of giving, I like to reflect on what I am thankful for. And as an investor, I can think of a few things I am extremely thankful for. While they may not appear to be good candidates for gratitude at first glance, these...
07
Dec

Building a House

Content provided by Robyn Murray, Freelance Writer Aleck Liu first started thinking about investing when he was eight years old. His dad was building a house in the family’s backyard, and Liu liked the idea that his father had built something tangible. Something that would be there in the future — generating income or, if...
06
Dec

Tech Tip Thursday: Managing Your Orion Form 13F and ADV Settings

In this week’s Tech Tip, we’ll show you how you can use Orion to simplify your Form 13F and ADV reporting with the Compass app, which we designed to help you create a compliance testing regimen that can automatically run the right reports when you need them.

The post Tech Tip Thursday: Managing Your Orion Form 13F and ADV Settings appeared first on Orion Advisor Services.

05
Dec

Tough Minded

Content provided by Robyn Murray, Freelance Writer Shana Sissel has survived not one, but two terrorist attacks. On September 11, 2001, Sissel was on the 64th floor of World Trade Center Tower 2. On April 15, 2013, she was three blocks away from the finish line of the Boston Marathon. Her frightening experiences, along with...
30
Nov

A Better Financial Decision-Making Experience

Asset-Map's Steve Ambuul discusses how advisors who want to stay relevant and deliver a value proposition that’s unique, (and uniquely human) can run their meetings so that they and their clients can continuously visualize, prioritize, and optimize their financial picture with Asset-Map.

The post A Better Financial Decision-Making Experience appeared first on Orion Advisor Services.

29
Nov

Tech Tip Thursday: Keep Your Data Clean with the Asset Comparison Report

Orion’s Asset Comparison Reports alerts you to accounts and assets that a custodian no longer sends to Orion so you can easily keep your database clean and updated.

The post Tech Tip Thursday: Keep Your Data Clean with the Asset Comparison Report appeared first on Orion Advisor Services.

28
Nov

Win by Losing Less

Content provided by Grant Engelbart, CFA, CAIA, Director of Research & Senior Portfolio Manager Risk Budgeting focuses on the management of volatility in client portfolios. This manifests itself in the most apparent form for clients during market corrections, where “risk” and “volatility” move from being vague statistical measures to “Wait, how much money did I...