Category: News

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.

17
Apr

NorthStar Financial Agrees to Acquire FTJ FundChoice

We’re excited to announce that our parent company, NorthStar Financial Services Group, will acquire FTJ FundChoice. Find out how the synergies created between our firms will help Orion enhance the capabilities of our trading platform.

The post NorthStar Financial Agrees to Acquire FTJ FundChoice appeared first on Orion Advisor Services.

03
Apr

It’s 2018: Do You Know Where Your Client Data Is?

Knowing where your data ends up is a big deal, not just to your clients but also to your firm. The ultimate responsibility for data security may be defined in the small print of contracts with third-parties, but what can be done? Eric Clarke, Orion's CEO discusses where to start.

The post It’s 2018: Do You Know Where Your Client Data Is? appeared first on Orion Advisor Services.

27
Mar

Orion Wins Two Awards In 2018 Stevie Awards For Sales & Customer Service

Find out which Orion team members took home awards at the 12th annual Stevie Awards for Sales & Customer Service.

The post Orion Wins Two Awards In 2018 Stevie Awards For Sales & Customer Service appeared first on Orion Advisor Services.

29
Jan

Orion Leads the Next Investment Management Revolution with Powerful Direct-Indexing Service

Orion's direct-indexing tool for Advisor Strategy and Tax Return Optimization (“ASTRO”) will become available to all financial advisors on the Orion platform on March 1, 2018.

The post Orion Leads the Next Investment Management Revolution with Powerful Direct-Indexing Service appeared first on Orion Advisor Services.

16
Nov

Latest integration from Orion Advisor Services Allows Advisors to Trade from Anywhere its Insight App is Installed

Trading for advisors is now faster and easier than ever. Execute trades from wherever the Orion Insight app is installed, including your CRM.

The post Latest integration from Orion Advisor Services Allows Advisors to Trade from Anywhere its Insight App is Installed 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

06
Feb

Welcome!


Gemini Blog_Announcement Banner

Welcome to The Gemini Connection, a blog by The Gemini Companies! The Gemini Connection is your comprehensive source for content ranging from fund development, fund launch, technology, marketing, and more. With a wide range of writers and seasoned experts from a variety of areas of expertise, The Gemini Connection will offer content intended to provide best practice advice, industry updates, and educational material. Don’t forget to subscribe in the box on the left so you will receive a notification when new blog posts are published. We’re excited for this launch and look forward to hearing your feedback. Thanks for visiting!

 

7134-GFS-2/6/2017

27
Dec

2016 Orion Year in Review

The past year was a great one. Relive the year that was with our 2016 Orion Year in Review video.

The post 2016 Orion Year in Review appeared first on Orion Advisor Services.

29
Dec

2015 Year In Review

This past year was a big one for everyone at Orion. Check out our 2015 year in review.

The post 2015 Year In Review appeared first on Orion Advisor Services.