Financial Advisor Success Hub
RESOURCES TO HELP YOU COMMUNICATE YOUR VALUE TO CLIENTS
Here at Orion Portfolio Solutions, we want to help you communicate a sense of confidence to your investors by offering you curated insights from Orion’s Investment Management Team and our strategist partners. Subscribe to be alerted to valuable content being added regularly!
Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, as he cooks up a portfolio pairing with leading third-party investment strategists to help your clients reach their goals.
New Recipe: The High Conviction Portfolio
On November 18, we serve up two investment strategists who believe in many of the same philosophical investment principles, but create portfolios that are clearly unique. Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, and guests from Hotchkis & Wiley and Polen Capital.
Thursday, November 18th 2:30 p.m. CST
Here we feature brand-new content and commentary about a timely issue or opportunity affecting our industry.
In order to build wealth, investors need to, quite simply, stay invested. To do the hard work of staying invested, clients need to be engaged and excited about what they’re investing in. It’s up to the advisor to deliver inspirational alpha through stories that resonate with them, that stimulate them, that make them feel part of something big, powerful, and—perhaps most importantly—positive. Learn more in our eBook, “Keep Clients Invested with Inspirational Alpha: A Conversation About the Power of Thematic Strategies.” Download the Thematic Investment Strategies e-book Now
- Global X: Investing in Tomorrow whitepaper
- Global X: Investing in Thematics From a PM Perspective whitepaper
- Main Management: Thematic White Paper
- Main Management: Thematic Metrics document
- Main Management: Thematic Investing Video
- BlackRock: Megatrends 101: The Future of Innovation document
- OPS and BlackRock: Megatrends on demand Webinar
- Watch Inspirational Alpha: The Story Behind the Rapid Growth of Thematic Investing on demand
- Read now, OPS and BlackRock: Q&A on Megatrend ETFs
- The Weighing Machine Podcast: Investing in Megatrends
- The Weighing Machine Podcast: Investing in Disruption & Innovation
Check out the Orion team in the news for more insight on current market trends.
The Weighing Machine
Chief Investment Strategist Rusty Vanneman, CFA, CMT, discusses market headlines, industry trends, investing philosophy, with Orion’s strategist partners.
The OPS Chart Pack reviews composite relative valuations from the last 20 years and what they might mean for investors.
Monthly Market View
Tune in each month for new market commentary from our Chief Investment Strategist, Rusty Vanneman, CFA, CMT.
Stay informed about market events and industry news with timely commentary from Orion’s Investment Management Team.
A quarterly guide to help advisors and investors learn more about Orion Portfolio Solutions, understand the value of professional money management, navigate the markets, and more.
Valuable insights from industry leaders about the science of behavioral finance, and how it can help you better understand your clients’ needs.
Sign Up to Stay Informed and Manage Confidently
Strategist Spotlight: Capital Group Launches Advisor Benchmarking Study
Capital Group has released the findings of their 1,500 person Pathways to Growth Advisor Benchmarking Study which set out to uncover the behaviors and habits of high-growth practices.
Now presented as an on-demand webinar, Capital Group lays out the three key focus areas of Always-On Acquisition, Relationship Alpha and Strategic scale and shares insights on how advisors seeking to grow their practices can shift their behaviors toward higher value activities. A must-see for any U.S.-based financial advisors seeking accelerated growth at any career stage.
Dive deeper with additional insights from Orion’s partners to help you communicate with clients and stay informed—quickly and confidently.
Looking For Even More Ways to Connect with Your Clients and Attract New Prospects?
Orion Market*r, our marketing automation platform, features a host of customizable, professionally designed campaigns around relevant, up-to-the-minute topics.
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Compliance Code 2725, Orion Portfolio Solutions, October 25, 20212725-OPS-10/25/2021