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2019: Year in Review

2019 was a big year for Orion Portfolio Solutions — so big that it’s hard to believe everything happened in twelve short months. We went all the way back to January to put together a recap of our biggest news, best tips, and brightest moments.

Join us for a recap of 2019 at Orion Portfolio Solutions! 

January: Helping Clients Through Market Volatility

If there’s anything advisors know, it’s that there’s nothing more dangerous than investors making decisions with their emotions. But in a volatile market, your clients see their financial hopes and dreams rising and falling in tandem with their stocks and bonds. In this blog post, learn how to keep your clients cool and collected during times of market volatility.

February: Uncovering a Successful TAMP Relationship

In our competitive industry, advisors can’t afford to settle for table stakes: they need to stand out. But differentiation isn’t always easy. Working with a Turnkey Asset Management Program (TAMP) can help advisors implement the capabilities that could set them apart — but only if it’s the right TAMP. Check out this blog post to learn what to consider when choosing a TAMP. 

March: Making the Case for Diversification

As a financial advisor, you understand the importance of diversification: it has the potential to protect client portfolios from large losses in a drawdown, and can create a smoother ride in the market overall. But for your clients, diversification is most likely a foreign concept. Read this blog post for some tips on how to talk to your clients about diversification.

April: Re-evaluating Your Investment Platform

As humans, we can be innately resistant to change. But when it comes to your investment platform, you can’t afford to be complacent. It’s imperative to consistently check in to make sure your investment platform is still in full alignment with your business’s needs and growth goals. Check out our 7-point platform check to see if it’s time for an upgrade.

May: Adopting an ESG Strategy

As millennials step into their role as the next generation of wealth, advisors interested in growing their firms need to find ways to attract and retain them. One way to do that? Incorporating ESG investment options. As a whole, millennials are concerned, morally and ethically, about what they’re investing in. Read on to find out how an ESG strategy could help you stay ahead.  

June: Building Your Best Back Office

Are you satisfied with your back office operations? If the answer is no, it’s time to do something about it. In this blog post, we analyze the responses of a number of surveyed advisors to determine what’s not working when it comes to their back-office operations, and how those inefficiencies can be addressed.

July: Transforming the Client Experience

In a world where customers expect Netflix and Amazon level service from every experience, our industry has struggled with the ability to not only meet client expectations, but exceed them. With Orion’s acquisition of Advizr, a financial planning and client experience technology platform, though, our advisors can more seamlessly connect progress toward goals with investment management decisions, creating a cohesive client experience from start to finish.

August: Becoming Orion Portfolio Solutions

Our transformation from ftj | FundChoice to Orion Portfolio Solutions marked our full integration into the Orion brand family, and with that integration, our turnkey investment platform redefined the standard for advisor technology in the TAMP space. Check out all of our exciting new and improved capabilities in this blog post.

September: Marrying Financial Planning and Asset Management

As the financial industry shifts toward a more planning-based approach to investment management, advisors are finding it necessary to show the “why” behind their work: namely, to connect client progress toward goals with investment performance. To find out exactly how Advizr empowers advisors to make those connections, read on.

October: Attracting the Elusive High-Net-Worth (HNW) Investor

In the spirit of Halloween, we took a look at the similarities between HNW investors and full-sized candy bars — and the strategies for tracking them down. Trick or treat!

November: Redefining One Comprehensive Investment Platform

As part of our dedication to supporting the daily demands of your firm, we’re continuing to roll out new technology with increased functionality, including a more robust account opening process, a deeper financial planning integration, an improved client risk assessment, and more. Check out the blog post here

December: Upgrading Your TAMP

Was a new TAMP on your holiday wish list? If your current partner doesn’t help improve your back office efficiencies, free up time to focus on client relationships, or help your firm grow, maybe it should have been. The good news? It’s not too late. Check out five signs it’s time to upgrade your TAMP, and make 2020 your best year yet.

Want to be a part of next year’s success? Get in touch with us today to learn more about how Orion Portfolio Solutions can help you manage your clients and your business more confidently.

 

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