Orion Weekly Roundup: April 23, 2021 | Orion
The Orion Weekly Roundup for April 23, 2021, highlights corporate earnings growth projections, a webinar on tax-efficient portfolios featuring industry experts, guidance for new wealth management advisors on business growth and compliance, strategies for leveraging TikTok for financial education outreach, and insights into the accessibility and benefits of direct indexing, all supported by on-demand educational resources.
This week’s blog roundup features investing insights, advice for new advisors, and tips on leveraging social media for your firm.
Rusty’s Monday Morning Insights
This week’s Monday update included a look at corporate earnings. Earnings are expected to be up 30%, marking the best potential quarter since the third quarter of 2010.
Introducing the Tax-Efficient Portfolio
Orion Portfolio Solutions’ Rusty Vanneman, CFA, CMT, hosts a webinar series. In the second episode, Rusty is joined by Ryan McMahon, CFA, Senior Vice President of PIMCO’s Global Wealth Management Team, and Ryan Pogodzinski, CFA, Consulting Director for Russell Investments’ Advisor and Intermediary Solutions business, to discuss enhancing tax efficiency.
How to be Rookie of the Year
Advisors starting their careers in wealth management have unique needs compared to industry veterans. These include growing their book of business, finding a niche, and understanding compliance regulations.
5 Ways to Get into FinTok
Social media platform TikTok offers opportunities to reach a new generation of people seeking financial education. There are several ways to get started and potentially go viral.
Can You Benefit from Direct Indexing?
Direct indexing, though not new, is now accessible to more investors due to technological advancements. Learn about this strategy and when it might make sense for your firm.
Ready to watch and learn? Orion offers a library of on-demand webinars.
The CFA® is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org.
The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/.