Orion Weekly Roundup: March 19, 2021
The Orion Weekly Roundup for March 19, 2021 highlights key topics including strategies for effectively communicating the value of financial planning to prospective clients, the introduction of streamlined compliance tools for monitoring employee trades on Orion’s platform, and market insights provided by Chief Investment Strategist Rusty Vanneman to help advisors stay informed.
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Orion Weekly Roundup: March 19, 2021
Advisor Tech
March 19, 2021
March 19, 2021 05:34 AM
Topics:Financial Planning
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If you missed any Orion news this week, don't worry—we've got you covered! Check out our weekly recap below.
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 blog post looks at how to communicate the role of financial planning when marketing your firm’s services to help you tell prospects a story they’ll want to hear.
Monitoring Employee Trades Made Easy
Orion’s platform contains some powerful compliance monitoring tools—including the ability to monitor employee trades so you can keep yourself on the right side of compliance.
Not many people think of trade monitoring as streamlined and intuitive, but our compliance suite is changing that. Check out the blog for all the details on how to simplify your compliance workflows.
Market Insights with Rusty Vanneman
Rusty Vanneman, CFA, CMT\* and Chief Investment Strategist at Orion Portfolio Solutions, clarifies what’s going on in the financial markets every Monday.
This Monday, Rusty looks at the “March Madness” of the markets—will smaller companies continue to outperform?
Megatrends Arrive
Can you use megatrends to seek excess returns, while still attempting to manage risk and the right asset exposure in portfolios?
Blackrock has brought their megatrend ETF strategies to Orion Portfolio Solutions, and in our recent webinar we answered that question plus many others.
Watch the on-demand replay to learn how to get started with the Orion Portfolio Solutions Megatrends model portfolio now.
Did you know all of our webinars are available on demand? If you missed one, click here to watch it whenever you’d like!
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*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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