Orion Weekly Roundup: March 19, 2021 | Orion
The Orion Weekly Roundup for March 19, 2021 highlights strategies for effectively communicating the value of financial planning to prospects, introduces Orion’s streamlined employee trade compliance monitoring tools, features market insights from Chief Investment Strategist Rusty Vanneman on small-cap performance amid market volatility, and announces Blackrock’s megatrend ETF strategies now available through Orion Portfolio Solutions with an on-demand webinar explaining their use for managing risk and seeking excess returns.
If you missed any Orion news this week, here's a recap of the highlights:
Communicating the Value of Financial Planning
When a prospective client visits your website or sees an advertisement from your firm, do they see the complete value that you bring to their life?
This section discusses how to communicate the role of financial planning when marketing your firm’s services, helping you tell prospects a compelling story.
Monitoring Employee Trades Made Easy
Orion’s platform includes compliance monitoring tools, such as the ability to monitor employee trades to help maintain compliance. The compliance suite aims to make trade monitoring streamlined and intuitive, simplifying compliance workflows.
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, he examines the “March Madness” of the markets and considers whether smaller companies will continue to outperform.
Megatrends Arrive
Blackrock has introduced their megatrend ETF strategies to Orion Portfolio Solutions. A recent webinar addressed how to use megatrends to seek excess returns while managing risk and asset exposure in portfolios. The on-demand replay is available for those interested in learning more about the Orion Portfolio Solutions Megatrends model portfolio.
All webinars are available on demand for viewing at your convenience.
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/.