NorthStar Blog

25
Apr

Season with a Pinch of Alts

Content Provided by Shana Sissel, CAIA – Portfolio Manager In today’s turbulent markets, more and more financial professionals are beginning to look to alternative funds for investment options. As a result, more investment managers are beginning to create alternative funds, and many hedge funds are registering their products under the 40 Act, making them more...
24
Apr

Orion’s SWOT Team: Saving Firms Time and Boosting Expertise

February 29, 2020 may feel like a long way away from today, but configuring your Orion billing settings now to ensure you’re billing for only 365 days could save you time and confusion. Find out how!

The post Orion’s SWOT Team: Saving Firms Time and Boosting Expertise appeared first on Orion Advisor Services.

24
Apr

Orion Founder and CEO Honored as One of Industry’s Most Innovative

Orion’s founder and CEO, Eric Clarke, has been named an InvestmentNews 2019 Innovator. Read more to see how Eric’s influence has shaped advisor technology over the years.

The post Orion Founder and CEO Honored as One of Industry’s Most Innovative appeared first on Orion Advisor Services.

23
Apr

Updating Account Numbers and Orion Help Articles

This week’s Tech Tip comes with a bonus! First, we’ll explore how to fix an incorrect or missing account number, and then we’ll show you how to do a quick search to locate Orion help articles.

The post Updating Account Numbers and Orion Help Articles appeared first on Orion Advisor Services.

22
Apr

3 Reasons to Go Green with Paperless Billing

For an advisor, payday is typically preceded by a serious amount of administrative workload, and equal amounts of stress. See how going paperless can help reduce the challenges of your quarterly bill run while improving the client experience.

The post 3 Reasons to Go Green with Paperless Billing appeared first on Orion Advisor Services.

16
Apr

Streamline Your Billing Process with Fee Auto Post

In this week’s Tech Tip, we’ll look at how enabling the Fee Auto Post option can help you streamline your billing process, avoid advisory fee delays, and ultimately get you paid sooner!

The post Streamline Your Billing Process with Fee Auto Post appeared first on Orion Advisor Services.

16
Apr

Book Your Q1 Gains? | Avoid the Losers | Yield Curve, R-E-L-A-X Making the Case: 3 Tips for Better Investing

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Book Your First Quarter Gains? The first quarter of 2019 has had a hot start. As of March 26, U.S. and global stocks are up more than 10%! But the positive streak is raising some concerning questions. I’ve personally heard strategists from prominent asset...
11
Apr

CLS Parent Company, Northstar Financial, Announces Unification Under Orion Brand, New Leadership Team

Northstar Financial Services Group, LLC, the parent company of CLS Investments, Orion Advisor Services, FTJ FundChoice, and Constellation Trust Company, has announced that it will be renamed Orion Advisor Solutions. Its subsidiaries, including CLS, will be unified under the Orion brand identity. This initiative will enable us, and our sister companies, to deliver an even...
11
Apr

NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team

NorthStar Financial Services Group, LLC, the parent company of Orion Advisor Services, FTJ FundChoice, LLC, CLS Investments, LLC, and Constellation Trust Company, announced today that it will be renamed Orion Advisor Solutions and unify its subsidiaries under the Orion brand identity. The initiative enables the company to deliver a more robust and connected advisor experience featuring best-in-class technology and investment flexibility.

The post NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team appeared first on Orion Advisor Services.

09
Apr

Look Your Best with Report Builder 3.0

In this week’s Tech Tip, we’ll look at how Orion’s Report Builder 3.0 can help you look your best by building custom, informative, and easy to digest reports.

The post Look Your Best with Report Builder 3.0 appeared first on Orion Advisor Services.