Orion Weekly Roundup: April 23, 2021
The Orion Weekly Roundup from April 23, 2021, highlights strong corporate earnings projections, introduces a new webinar series on tax-efficient portfolios featuring experts from PIMCO and Russell Investments, and offers tailored advice for new wealth management advisors on growing their business and navigating compliance.
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Orion Weekly Roundup: April 23, 2021
Advisor Tech
April 23, 2021
April 23, 2021 05:34 AM
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This week’s blog roundup is full of deep investing insights, advice for new advisors, and even insight into how your firm can benefit from a certain video-first social media platform.
Rusty’s Monday Morning Insights
This week’s Monday update included a look at corporate earnings. In short, they’re good. At this pace, earnings are expected to be up 30% – the best potential quarter since the third quarter of 2010.
Introducing the Tax-Efficient Portfolio
Join Orion Portfolio Solutions’ Rusty Vanneman, CFA, CMT, in a brand-new webinar series.
In our 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 talk about enhancing tax efficiency.
How to be Rookie of the Year
Advisors just beginning their careers in wealth management have different needs than industry vets who have been established for years, including growing their book of business, finding their niche, getting comfortable with compliance regulations, and more.
Get the tips you need to start your career right.
5 Ways to Get into FinTok
Looking for new ways to grow your audience and maybe even go viral? Social media platform TikTok can offer a whole new generation (literally) of people who need financial education.
Can You Benefit from Direct Indexing?
Direct indexing might seem like a new trend, but it’s been around for a while. Now, however, any type of investor can benefit because of technology enhancements.
Here’s what to know about this strategy and when to know if it makes sense for your firm to implement.
Ready to Watch and Learn? We keep a library of on-demand webinars. Click here to watch one whenever you’d like!
1426-OAT-4/27/2021
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/ .
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