Category: Conferences

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.

17
Oct

Fuse 2017 Best in Show Winner: RIA in a Box

Fuse 2017 recap

2017 Best in Show Award winner RIA in a Box talks about their new MyRIACompliance tool, which helps automate third party service provider due diligence.

The post Fuse 2017 Best in Show Winner: RIA in a Box appeared first on Orion Advisor Services.

18
Sep

Orion Ascent 2017 Starts Today

In our Ascent video series, our two advisors have finally reached the top of Camelback Mountain so they can register for Ascent 2017 too

The post Orion Ascent 2017 Starts Today appeared first on Orion Advisor Services.

12
Sep

Fuse 2017: The Good, The Amazing, and the More to Come

Fuse 2017 recap

Fuse 2017 saw more attendees (over 100!) from more companies (more than 30!) creating more technology updates than at any point during the event’s four-year existence. There was some big news that came out of Fuse, with more big news on its way. In the weeks ahead, we’ll be sharing more details about the award winners and how their development will affect your Orion experience. Today, though, we want you to know that during Fuse we saw the first glimpse of a Prospect Portal that will allow you to engage with your prospects in Orion in all-new ways, and we also got to see the unveiling of a new automated solution to help improve the service provider diligence process from this year’s Best in Show winner, RIA in a Box. Much more information will be coming about those two developments, and many more, soon. For now, let’s look back the summaries of Fuse so you can experience the conference for yourself. Orion’s Daily Update Videos Day One Day Two Day Three The Winners The full list of winners, with links to each winner’s site, is here. Bill Winterberg’s Fuse Blogs     0331-OAS-9/12/2017

The post Fuse 2017: The Good, The Amazing, and the More to Come appeared first on Orion Advisor Services.

08
Sep
08
Sep
05
Sep

Fuse 2017 Preview: A Weekend of Fintech is Here

fuse 2017 preview

Read our Fuse 2017 preview to catch up on what to expect during this weekend’s fintech conference and how you can follow the action.

The post Fuse 2017 Preview: A Weekend of Fintech is Here appeared first on Orion Advisor Services.

29
Aug

Fuse 2017 Profile: Michael Kitces

Fuse judge profile Michael Kitces

In the months leading up to Fuse 2017, we’re profiling the event’s panel of judges. This week’s profile is Michael Kitces.

The post Fuse 2017 Profile: Michael Kitces appeared first on Orion Advisor Services.

15
Aug

Fuse 2017 Judge Profile: Billy Oliverio

Fuse 2017 Judge Profile: Billy Oliverio

In today's blog, hear from Fuse 2017 Judge Billy Oliverio, returning for his fourth straight event, about all the fintech he's excited to see this year.

The post Fuse 2017 Judge Profile: Billy Oliverio appeared first on Orion Advisor Services.

11
Jul

Fuse 2017 Judge Profile: Tina Powell

Fuse Judge Tina Powell

Learn more about Fuse 2017's Tina Powell, one of the judges for this year's event. Find out what Tina is looking forward to most this year.

The post Fuse 2017 Judge Profile: Tina Powell appeared first on Orion Advisor Services.