Category: Breakaway Advisors

02
Jul

Preparing for Your Independence Day

Breaking away from an IBD or wirehouse can be overwhelming, but it doesn’t have to be. Learn how to leverage the right technology to support your independence.

The post Preparing for Your Independence Day appeared first on Orion Advisor Services.

30
Apr

How Orion Stacks Up to the Competition

We’re excited to say that the T3 2018 Tech Trends survey shows that Orion not only stacks up well to the competition — we regularly surpass them! Check out the infographic for more details about why Orion is the right choice to be your portfolio management technology.

The post How Orion Stacks Up to the Competition appeared first on Orion Advisor Services.

13
Jun

Selecting the Right Tech Partner: Advice from Orion’s Breakaway Resource Center

More advisors are going independent, and Orion’s Breaking Away Resource Center offers helpful best-practice, advice and resources for advisors looking to make a leap in their career.

The post Selecting the Right Tech Partner: Advice from Orion’s Breakaway Resource Center appeared first on Orion Advisor Services.

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.

27
Feb

How Breakaway Advisors Can Make The Best Technology Choices For Their New Firm

Choosing technology for breakaway advisors is an important consideration when starting up a new RIA. In today’s post, we look at the questions to ask when vetting options.

The post How Breakaway Advisors Can Make The Best Technology Choices For Their New Firm appeared first on Orion Advisor Services.