NorthStar Blog

19
Dec

Managing Client Communication With The New Archive Tool

Managing client communication can be difficult for a compliance department. The new Orion Archive tool simplifies the process.

The post Managing Client Communication With The New Archive Tool appeared first on Orion Advisor Services.

19
Dec

Understanding Investors

Earlier this year, CLS began to research behavioral investing with the help of local Ph.D.s at Omaha’s own Creighton University. The goal was a little different from typical studies of behavioral investing biases, which have been well documented. What CLS set out to do was help advisors help their clients by identifying investors’ common traits...
14
Dec

New Adventures

Content provided by Robyn Murray, Freelance Writer Anders Smith sort of fell into the financial industry. “As most people did at that time,” he said. “By accident.” It was 1986, and Smith was 22. He had moved to Boston with $50 in his pocket, a liberal arts diploma, and his bicycle loaded on the back...
14
Dec

Eclipse Is Hitting The Road!

In today's Orion Weekly, we’re discussing compounding returns, reviewing our latest CRM integration enhancements, and kicking off our Eclipse roadshow.

The post Eclipse Is Hitting The Road! appeared first on Orion Advisor Services.

13
Dec

Our Latest Thinking on Regional Positioning in Portfolios

Content provided by Paula Wieck, CFA, Portfolio Manager  At CLS, we are constantly reviewing all asset classes for changes in the market environment.  We monitor relative valuations, technical and behavioral indicators (such as moving averages and investor sentiment), quality fundamentals, macroeconomic data, and quantitative data such as various risk metrics, costs, and so forth. Although...
12
Dec

How do Compounding Returns Affect my Portfolio?

Portfolio returns show gains over time, but it’s easy to see those gains disappear with little effort. We can see how this is done with compounding returns.

The post How do Compounding Returns Affect my Portfolio? appeared first on Orion Advisor Services.

07
Dec

CLS Investments: Q&A with Edward Rosenberg, American Century – Part 2

Joseph Smith, CFA, CLS Senior Market Strategist and Edward Rosenberg, Senior Vice President and Head of ETF American Century Investments continue to discuss the world of ETFs. Smith asks Rosenberg about the “race to zero” and if the price of ETFs really matters.
07
Dec

Announcing our Integration with Kwanti

Welcome to Orion Weekly! We’re reviewing our newest integration center updates, previewing upcoming webinars and announcing our integration with Kwanti.

The post Announcing our Integration with Kwanti appeared first on Orion Advisor Services.

05
Dec

How the Orion Integrations Center Makes Integration Simple

orion integrations center

You can find all things integrations in the new Orion Integrations Center app. Learn more about integrations, watch tutorials, and more.

The post How the Orion Integrations Center Makes Integration Simple appeared first on Orion Advisor Services.

30
Nov

Ring in the Holidays with These 2017 Compliance Wins

In today's Orion Weekly, ring in the holidays with these 2017 compliance changes, plus upcoming webinars and MarketCounsel Summit.

The post Ring in the Holidays with These 2017 Compliance Wins appeared first on Orion Advisor Services.