Category: Events

15
Mar

Let Orion Take the Luck Out of Vetting Your New Advisor Tech

In all of the hustle and bustle of the holiday season, let Orion’s holiday wish list make shopping for your business simple this year!

The post Let Orion Take the Luck Out of Vetting Your New Advisor Tech appeared first on Orion Advisor Services.

14
Feb

Innovate on the Fundamental’s at Ascent 2019 On the Road

This year, we’re innovating our game plan, joining forces with our amazing integration partners and bringing Ascent 2019, our renowned user conference to a city near you! Check out everything you can expect from this year's events all geared towards helping advisors — both existing platform users and those looking to leverage new technology — learn how to “Innovate on the Fundamentals.”

The post Innovate on the Fundamental’s at Ascent 2019 On the Road appeared first on Orion Advisor Services.

07
Sep

Ascent 2018 Day 2 Recap: Alligators, Speed Boats, and Gangsta’s Paradise

Day 2 of Ascent 2018 featured even more training sessions and powerful keynote speakers, but we also found a way to weave in some fun with client appreciation events, including a concert for the ages

The post Ascent 2018 Day 2 Recap: Alligators, Speed Boats, and Gangsta’s Paradise appeared first on Orion Advisor Services.

29
Jun

Key Takeaways From the Eclipse + Communities Summit: Omaha

Day one of our Eclipse + Communities Summit in Omaha covered a wide range of trading topics. Here’s what you need to know from our training sessions.

The post Key Takeaways From the Eclipse + Communities Summit: Omaha appeared first on Orion Advisor Services.

07
Jun

Sun, Sand & Scalable Advisor Tech: Here’s Why You Won’t Want to Miss Ascent 2018

Here are just a few reasons why Ascent 2018, held September 5-7 in Miami Beach is one event you won’t want to miss.

The post Sun, Sand & Scalable Advisor Tech: Here’s Why You Won’t Want to Miss Ascent 2018 appeared first on Orion Advisor Services.

10
May

A Gemini Evolution

The latest issue of the Exchange is online now! If you are not subscribed to the newsletter, click here!

Our May issue highlights the evolution of Gemini as Kevin Hesselbirg takes the helm as CEO, true costs of mutual fund distribution, adding to your value proposition, and much more!

Click here to read the May issue of The Exchange!

 

7361 GFS-5/10/2017

2123-NLD-5/10/2017