NorthStar Blog

30
May

3 Reasons You’ll Want to Attend Orion’s Eclipse + Communities Summit

Choose from one of three training tacks at our Eclipse + Communities Summit in Omaha and get on your way to becoming a trading and tax-loss harvesting expert.

The post 3 Reasons You’ll Want to Attend Orion’s Eclipse + Communities Summit appeared first on Orion Advisor Services.

23
May

3 Ways to Simplify Your Advisory Fee Billing Process

Orion helps simplify your advisory fee billing process by keeping all your data in one place, minimizing compliance risks, and creating a streamlined way for clients to pay.

The post 3 Ways to Simplify Your Advisory Fee Billing Process appeared first on Orion Advisor Services.

17
May

Demystifying Liquid Alternatives

Content provided by Grant Engelbart, CFA, CAIA, Portfolio Manager One of our latest investment themes, Be Creative, emphasizes the use of alternative assets in portfolios. Alternatives is a broad and often confusing category of investments that encompasses unique assets, such as commodities, and alternative strategies, often called liquid alternatives, packaged in a systematic way. Some...
17
May

May 2018 Software Update: Full Release Notes

We’ve got new reports, integration announcements, and enhancements to bring the client portal and mobile app closer together. It’s all in today’s full Release Notes blog.

The post May 2018 Software Update: Full Release Notes appeared first on Orion Advisor Services.

16
May

Time to Be Active

Content provided by Michael Hadden, Junior Research Analyst Now that summer is around the corner, I assume it’s safe to say most New Year’s resolutions have fallen to the wayside. For many, myself included, that resolution involved getting to the gym and being more active. And while I haven’t been great at making it to...
15
May

5 Tips for Breakaways Evaluating the Advisor Tech Landscape

As a breakaway advisor, one of the biggest decisions you’re likely facing is evaluating and choosing the best advisor technology to suit your needs. This process doesn’t have to be difficult—and you don’t have to do it alone. Check out our 5 tips for getting started in today’s blog post:

The post 5 Tips for Breakaways Evaluating the Advisor Tech Landscape appeared first on Orion Advisor Services.

10
May

Stop Buying Advisor Technology Like It’s the 1990s

Orion’s CEO, Eric Clarke, writes in Financial Planning Magazine, that advisors will struggle to stand out if they all use the same bundled tech stacks with the same reporting and portfolios. Read more of Eric’s advice on choosing technology to best fit your business model.

The post Stop Buying Advisor Technology Like It’s the 1990s appeared first on Orion Advisor Services.

08
May

Best Practices for Monitoring Required Minimum Distributions

Keep your clients on track by monitoring required minimum distributions with the Required Minimum Distributions (RMD) dashboard app from Orion.

The post Best Practices for Monitoring Required Minimum Distributions appeared first on Orion Advisor Services.

03
May

May 2018 Software Update Highlights

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 May 2018 Software Update Highlights appeared first on Orion Advisor Services.

03
May

Reason to Invest Internationally #18: Wider Opportunity Set

Content Provided by Kostya Etus, CFA, Portfolio Manager As you may know, we have written a great whitepaper named “Why International: The Case for International Investing,” which highlights 17 reasons why investing internationally is ‘always’ a good idea, not just now when relative valuations are so attractive. Although 17 seems like a lot, I am...