Orion Advisor Solutions

We're excited to announce our agreement to acquire @RedtailCRM, a web-based CRM serving the wealth management industry. Visit our resource center to learn more! orion.com/redtail/

Big news! 📰 We will be closing this account on 9/1 and moving all social activity to @orionwealthtech. Thanks to our followers! We'll see you at @orionwealthtech where we will continue to share the latest in #Fintech & investment news, insights, resources, & more. #OneOrion

We're so excited for next week's TeamUp for TeamMates, back again for 2022! 💙 #OneOrion Whether you're an Orion employee or just interested in supporting a great cause, join us from anywhere and let’s make a difference together — learn more here: bit.ly/3bNCdSQ

Big thanks to the Orion Culture Club for hosting last week's #OneOrion event across the country to celebrate the recent additions of @RedtailCRM and TownSquare Capital. Bolstered even more by a little food and fun, Orion is stronger than ever! 🫶

Want to help your clients overcome emotions that may overwhelm them during periods of market volatility? ✋ Join us on 8/8 at 3 PM CT to gain insight into the latest market activity and learn how to use #behavioralfinance to keep investors on track: bit.ly/3SpTMsy

Join Chief Investment Strategist @RustyVanneman and Chief Behavioral Officer Dr. @danielcrosby for a live webinar tomorrow at 11 AM CT to learn the power of RIA-friendly 529 plans and the key attributes to emphasize to your clients. Register today! bit.ly/3PQ9Rpx 🎓

70% of high-net-worth investors indicated they would take an advisor’s #ESG practices into consideration when choosing whether to work with them or not. 🌱 Here's how advisors who want to remain competitive can develop #ESGstrategies for their clients: bit.ly/3v3eaWn

Fresh off the heels of Orion's acquisition of @RedtailCRM and @TownSquareCap, @EricRClarke discusses sales activity and future plans for #Orion with @RIABiz, including adding new offerings to help advisors cross-sell their products to clients: fal.cn/3qeVU

On the latest episode of The Weighing Machine, @RustyVanneman welcomes Joshua Emanuel, CIO at @WilshireAssoc, to talk: + What liquid alternatives are + The pros & cons of investing in these assets + How investors buy and use them ... and more. Tune in: apple.co/3RqoGR1

It's official — we completed our acquisition of @TownSquareCap. Welcome to the Orion family! Visit our resource center to learn more: orion.com/townsquare/

As a friendly reminder, all Orion offices are closed Monday, July 4th for Independence Day. We will resume regular business hours on Tuesday, July 5. We wish you and your families a safe and happy 4th of July!

Save the date! Mark your calendars now for @orionadvisor ASCENT, from February 27 – March 2, 2023, in Orlando, Florida. 📣 Subscribe to ASCENT to be the first to know about exciting announcements, important updates, registration, and more! bit.ly/3xGa6NL #OrionAscent

As a friendly reminder, all Orion offices are closed Monday, June 20 for the Juneteenth federal holiday. We will resume regular business hours on Tuesday, June 21.

.@orionadvisor and .@RedtailCRM are now one company. With more than $3 trillion in assets under administration @orionadvisor is poised to transform the way advisors grow their businesses through technology and outsourced solutions. @RIABiz fal.cn/3ppXM #WealthTech

The wait is over... the dates for #OrionASCENT are set! In just 2 years, the world has changed—dramatically and forever. ✅ your calendars for 2/27/23 for Orion’s legendary 3-day event of valuable content, industry insights, and networking. Get updates: bit.ly/3xGa6NL

Congratulations Noreen Beaman @nbeaman President @orionadvisor Solutions & Executive Committee Member of The Money Management Institute (MMI). She has been appointed Secretary and Future Chair (2025). Please join us in congratulating Noreen: fal.cn/3pkkO #Orion #MMI

@529forCollege @IntuitionCSS It was our pleasure #NAST2022

First session is complete for the College Savings Track at TMTS. Congratulations to all the CSPN award winners. Thank you @IntuitionCSS and @Orion_OAS for being our track sponsors! #NAST2022

We completed our acquisition of @RedtailCRM, a web-based CRM serving the wealth management industry. Register for our June 29 webinar to learn more! bit.ly/3aympm8

Learn how to engage clients in a down market in our live panel on 6/13 featuring Chief Behavioral Officer, Dr. Daniel Crosby, Brinker Capital's Lara Coviello, CFA and Case Eichenberger, CFA, and moderator Thomas K.R. Wilson, CFA, Head of Wealth Advisory: bit.ly/3Mi9PVg

It's official: Orion is leading the way with the most finalist award nominations for this year's #Wealthies! We are incredibly honored to be recognized for our client experience, leadership, and commitment to empowering the advisor-client journey. Thank you, @wealth_mgmt!

In honor of our military heroes, all Orion offices will be closed on May 30. We will resume regular business hours on May 31. In appreciation for their bravery and sacrifice, we thank all those who have served. 🇺🇸 #MemorialDay