Orion

📱 The #1 most desired tech tool by investors? A real-time dashboard showing portfolio performance. Despite the rise of AI, investors prioritize visibility and control. Advisors planning their next tech upgrade should take note: clarity beats complexity. Get more insights in our 2025 Investor Survey: https://bit.ly/3EX0btF

🧠 Partner Blog Feature | How to Protect Yourself from Burnout Your business only runs as well as you do. Burnout isn’t a badge of honor; it’s a barrier to doing your best work. In this blog, our partners at AllianceBernstein break down: • The three stages of burnout. • Root causes specific to financial advisory work. • Five strategies to protect yourself (and your business). 🔗 Read more: https://bit.ly/4ofyqgG ____________________ This post is sponsored by AllianceBernstein. Orion Advisor Solutions, Inc. (“Orion”) or its affiliates and subsidiaries received compensation from AllianceBernstein for the placement of this advertisement content. AllianceBernstein and Orion are not affiliated companies, and the advertisement is not a recommendation or endorsement by Orion for any of the services referenced or provided.

🚨We’ve just launched Tailored Allocation Portfolios, a first-of-its-kind solution that brings together personalized investment strategies and scalable, tax-smart portfolio management. This new offering helps advisors deliver truly customized portfolios without sacrificing efficiency. Powered by Orion’s proprietary tax-transition technology, the platform gradually moves assets into curated ETF-based model portfolios from select asset managers. Key benefits: ✅ Tax-efficient transitions using custom indexing ✅ Aligned with each client’s goals and risk profile ✅ No platform fees for advisors ✅ Transparent, embedded ETF costs for clients This is personalization at scale redefined! Learn more: https://bwnews.pr/4qunBcP

For clients, financial decisions are never just about numbers. They’re about milestones, relationships, and emotions. Emily Reitan explains how keeping empathy at the forefront of her practice helps her team connect on a deeper level and guide clients with confidence — even through life’s biggest transitions. 🎥 Hear Emily’s take on the emotional side of financial planning.

What better way to kick off #WMElite2025 than with fresh air and fresh perspective? 🌄 This morning, Orion CEO Natalie Wolfsen took advisors on a guided sunrise hike through the stunning desert landscape of Dove Mountain — setting the tone for two days of connection, clarity, and inspiration. Here’s to starting strong — and going All In together. 💪

🛢️ In a year of soaring markets, oil stands out for not joining the rally. WTI crude is down 14% YTD — a rare outlier amid strong equity, fixed income, and commodity returns across the board. With global supply increasing and demand moderating, oil prices are sliding even as U.S. production hits record highs. For U.S. consumers, lower gas prices could offer some relief. But for investors, oil’s path forward remains as complex as ever. 👇 What’s your outlook on oil from here?

“The star in our logo is a nod to Orion’s celestial namesake and to the advisors we serve. They are our true north.” - Betsy Perez We’ve unveiled our refreshed brand identity and it’s more than just a new look. It’s a bold reflection of how far we’ve come and where we’re heading next. 🌟 In a recent ThinkAdvisor article, Chief Marketing Officer Betsy Perez and President of Wealth Management Ron Pruitt, CFA share how our updated brand embodies the power of a fully integrated Orion platform to create a seamless experience that drives advisor success. As advisor needs evolve, so do we, delivering the flexible, integrated ecosystem that helps advisors scale and make a bigger impact. Read the full article here: https://bit.ly/470C1bk

🚨 Investor Insights: What Investors Are Really Thinking “I believe in NVIDIA’s future… but it’s 60% of my portfolio.” On an investing-focused subreddit, an investor shared their dilemma: They hold a large, highly appreciated NVDA position. They believe in the long-term upside. But the concentration risk—and potential tax bill from selling—has them stuck. The community offered ideas: 📌 Trim gradually over time 📌 Hedge with options 📌 Offset gains with tax-loss harvesting The post reflects a deeper challenge: When conviction meets fear, action becomes complicated. 💬 Advisors might consider using this as a jumping-off point for conversations like: • “How would you feel if this stock dropped 30% tomorrow?” • “What’s the right balance between belief and diversification?” • “What options give you flexibility without locking you in?” 📣 Investors are sharing this mindset in public forums. Advisors have an opportunity to respond in person—with empathy, clarity, and conversation. #InvestorInsights

🚀 Big news at Orion: We’re unveiling our modernized visual identity — a bold new look that reflects our innovation, momentum, and commitment to advisor success. This milestone comes as we surpass $5 trillion in platform assets, highlighting the trust advisors place in us to power growth, personalization, and scale. Alongside our refreshed brand, we’re launching a unified investment framework that simplifies how advisors evaluate, tailor, and implement portfolios — supported by expanded due diligence across third-party strategists. Our mission remains clear: to help advisors Prospect, Plan, Invest, and Achieve through one connected wealthtech experience. Learn more about how we’re empowering the future of advice: https://bwnews.pr/430YR1u

No tricks this month — just treats for your professional growth. 🍬 This month on Orion Advisor Academy, explore new (and newly popular) courses designed to sharpen your strategy, expand your understanding, and help keep your clients ahead in every market. 🎓 Spotlight Courses: • The Professional Referral Method: Becoming the Trusted Advisor — Learn how to market to centers of influence and master warm introductions. • The Fixed Income Frontier: Navigating Securitized Market Potential — Discover the untapped opportunities in today’s evolving fixed income landscape. • Master the 351 ETF Exchange — Deep dive into tax-efficient portfolio restructuring for clients with concentrated equity positions. • Harnessing Stress for Greater Financial Confidence — Help investors prepare emotionally and psychologically for retirement transitions. All courses are free and open to any financial professional — whether or not you use Orion. 🕸️ Start learning today: https://bit.ly/46GBk8j