Orion Weekly Roundup: March 12, 2021
The Orion Weekly Roundup for March 12, 2021, highlights Orion's acquisition of the risk analytics platform HiddenLevers to enhance digital client experiences, offers social media growth strategies for financial advisors, features market insights on interest rates and the March stock outlook from Chief Investment Strategist Rusty Vanneman, and notes rising CEO confidence per the Brinker Capital Investments blog, while also reminding readers that all Orion webinars are available on demand.
Today’s roundup features updates from each of the three Orion brands.
Orion Acquires HiddenLevers
Orion has acquired HiddenLevers, a leading stress-testing and risk analytics platform. This integration aims to enhance the advisor-client journey by improving the digital client experience within the Orion platform.
Get Social and Grow Your Business
Best practices for growing your business on social media are discussed, focusing on effective strategies for financial advisors to maximize their presence and results on social platforms.
Market Insights with Rusty Vanneman
Rusty Vanneman, CFA, CMT, and Chief Investment Strategist at Orion Portfolio Solutions, provides weekly insights into the financial markets. This week’s focus is on interest rates and the outlook for the March stock market.
The Sizzler Index
The Brinker Capital Investments blog highlights that CEO confidence is at its highest since 2004, exploring what this could mean for financial markets.
Note: All Orion webinars are available on demand for those who may have missed them.
The CFA® is a globally respected, graduate-level investment credential awarded by CFA Institute. To learn more, visit www.cfainstitute.org.
The CMT Program demonstrates mastery of investment risk in portfolio management. The Chartered Market Technician® (CMT) designation is the highest education within technical analysis. Learn more at https://cmtassociation.org/.