Financial Advisor Success Hub
RESOURCES TO HELP YOU COMMUNICATE YOUR VALUE TO CLIENTS
Orion Portfolio Solutions wants to help you communicate a sense of confidence to your investors by offering you curated insights from Orion’s Investment Management Team, thought leaders and strategist partners.
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The week in review. Market insights and musings from Chief Investment Strategist, Rusty Vanneman, CFA, CMT. The OPS Chart Pack reviews composite relative valuations from the last 20 years and what they might mean for investors. Read the Orion Portfolio Solutions Investments Monthly Chart Pack Now Chief Investment Strategist, Rusty Vanneman, CFA, CMT, discusses market headlines, industry trends, investing philosophy, with Orion’s strategist partners. Stay informed about market events and industry news with timely commentary from Orion’s Investment Management Team. Tune in each month for new market commentary from our Chief Investment Strategist, Rusty Vanneman, CFA, CMT. 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. Read the quarterly Orion Portfolio Solutions Reference Guide Now 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. Join Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, on Tuesday, May 31 at 2:30 p.m. CT, as he gives you an inside look at a new pairing of two strategists on our platform, State Street Global Advisors and Cougar Global Investments. You’ll gain insight about these partners, how their firm plays a role on the Orion platform, and how their models can help amplify your expertise. Register Now for the Low 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/. The Signal and Noise series from Janus Henderson’s Portfolio Construction and Strategy Team seeks to identify historical patterns and precedents through which we can view current market challenges, escape analysis paralysis and drive toward an actionable set of portfolio solutions. PCS Signal and Noise Series, Part 1: The Yield Curveball Learn more about the tailored, forward looking portfolio consulting from the Portfolio Construction and Strategy experts at Janus Henderson. 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.” Valuable insights from industry leaders about the science of behavioral finance, and how it can help you better understand your clients’ needs. 
Weekly Bullets Blog
Chart Pack
The Weighing Machine Podcast
Monthly Commentary
Monthly Market View
Reference Guide
PORTFOLIO RECIPES
New Recipe: The Low Cost ETF Strategies Portfolio
Tuesday, May 31 2:30 PM CT/3:30 PM ET
Cost ETF Strategies Portfolio event
Orion Portfolio Solutions, LLC a registered investment advisor.
More Portfolio Recipes:
Strategist of the Month
PCS Signal and Noise Series
Thematic Investing
Global X: Investing in Tomorrow whitepaperGlobal X: Investing in Thematics From a PM Perspective whitepaperMain Management: Thematic White PaperMain Management: Thematic Metrics documentMain Management: Thematic Investing VideoBlackRock: Megatrends 101: The Future of Innovation document
OPS and BlackRock: Megatrends on demand WebinarWatch Inspirational Alpha: The Story Behind the Rapid Growth of Thematic Investing on demand
Read now, OPS and BlackRock: Q&A on Megatrend ETFsThe Weighing Machine Podcast: Investing in MegatrendsThe Weighing Machine Podcast: Investing in Disruption & InnovationBehavioral Finance
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Partner Content
Dive deeper with additional insights from Orion’s partners to help you communicate with clients and stay informed—quickly and confidently.
Orion Market*r, our marketing automation platform, features a host of customizable, professionally designed campaigns around relevant, up-to-the-minute topics. Learn More about Marketor, our marketing automation platform Subscribe now to receive email alerts when new content is added to the Communication Command Center. Compliance Code 3 1 6 9, Orion Portfolio Solutions, December 29, 20213169-OPS-12/29/2021
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