NorthStar Blog

24
Sep

Your Best Prospect is Your Current Client: How HiddenLevers and Orion Help Advisors Grow Relationship

Did you know that it costs five times as much to acquire a new client than to retain an existing one? According to the Harvard Business Review, your resources are well spent working not just to gain new clients, but to better satisfy the clients you have.

The post Your Best Prospect is Your Current Client: How HiddenLevers and Orion Help Advisors Grow Relationship appeared first on Orion Advisor Services.

21
Sep

Out of the Kitchen

Content provided by Robyn Murray, Freelance Writer If you ever make it to Summer Kitchen Café in Omaha, you’ll find a bustling bakery, delicious comfort food – at least 10 varieties of potato casserole – and a range of tempting hot drinks. You’ll also probably find Jesse Bargstadt, or a member of his family. “My...
21
Sep

ESG Investing: Myths and Truths

Content Provided by Kostya Etus, CFA, Portfolio Manager Col. Jessep: You want answers? Kaffee: I WANT THE TRUTH! Col. Jessup: YOU CAN’T HANDLE THE TRUTH!! – A Few Good Men (1992) ESG (environmental, social, and governance) investing has been a hot topic lately. Asset growth has reflected this, picking up over the last couple of...
18
Sep

Tech Tip Tuesday: How to Correct Account Numbers and Get Help Faster

Today’s Tech Tip Tuesday is a two-for-one! Learn how to correct a missing or incorrect account number and get help articles fast without leaving Orion Connect.

The post Tech Tip Tuesday: How to Correct Account Numbers and Get Help Faster appeared first on Orion Advisor Services.

13
Sep

Performance Roadmap: Dynamic Benchmarks, Daily Composites, Money Market Interest Accrual, and More

With the addition of dynamic benchmarks, money market interest accrual enhancements, daily composites and more, Orion performance reporting capabilities are set to provide deeper analysis and information.

The post Performance Roadmap: Dynamic Benchmarks, Daily Composites, Money Market Interest Accrual, and More appeared first on Orion Advisor Services.

12
Sep

Ascent 2018 Product Roadmap Sneak Peek: Report Builder

We previewed the new Report Builder enhancements in the works for advisors attending Ascent 2018. In this post, learn more about the new customizations and enhancements coming your way later this year.

The post Ascent 2018 Product Roadmap Sneak Peek: Report Builder appeared first on Orion Advisor Services.

11
Sep

Tech Tip Tuesday: Linking Accounts for Performance in Three Simple Steps

Linking accounts for performance may be a rare situation, but if you do come across it, you can complete your task in a few short minutes with the information in today’s Tech Tip Tuesday.

The post Tech Tip Tuesday: Linking Accounts for Performance in Three Simple Steps appeared first on Orion Advisor Services.

11
Sep

FUSE 2018 Award Winners and Integration Advancements

We’ve got all the integration advancements and award winners from FUSE 2018 in one post so you can catch up on all the ways Orion and its partners are enhancing their collaborative tools to help you.

The post FUSE 2018 Award Winners and Integration Advancements appeared first on Orion Advisor Services.

07
Sep

Ascent 2018 Day 3 Recap: FUSE Winners and a Reformed Broker

On the final day of Ascent, we brought our two major conferences--Fuse 2018 & Ascent 2018--together as advisors watched presentations from our integration partners and then got to vote for their favorite. Check out the Fuse Best-in-Show winner in today’s post.

The post Ascent 2018 Day 3 Recap: FUSE Winners and a Reformed Broker appeared first on Orion Advisor Services.

07
Sep

The Pitfalls of “Resulting”

Content provided by Joe Smith, CFA, CLS Senior Market Strategist Focusing only on results can lead to hindsight bias. Outcomes should always be evaluated relative to the quality of the initial decision. At CLS, our decision to overweight international stocks has solid footing in data and research. As a portfolio manager, I generally have a...