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Orion Weekly Roundup: March 12, 2021

Today’s roundup is the complete brand experience. We’ve got one article from each of the three Orion brands for your reading pleasure.

Here’s your Orion news from this week.

Orion Acquires HiddenLevers

We’re fully supporting every stage of the advisor-client journey with the acquisition of the industry’s most innovative stress-testing and risk analytics platform, HiddenLevers.

See how your digital client experience will be improving as we integrate the HiddenLevers technology into your Orion platform.

See how powerful your technology is getting 

Get Social and Grow Your Business

By now you know that you should be on social media—but do you know what to do once you’re there? 

We’re breaking down best practices for how to grow your business by focusing your attention on what works on social media.

Learn the best way to use social media here.

Market Insights with Rusty Vanneman

Rusty Vanneman, CFA, CMT* and Chief Investment Strategist at Orion Portfolio Solutions, clarifies what’s going on in the financial markets every Monday. 

This week, Rusty looks at interest rates and whether or not we can expect the March stock market to be “in like a lion, out like a lamb.”

Recap the markets with Rusty.

The Sizzler Index

Confidence might be a soft economic data point, but it is important nonetheless.

The Brinker Capital Investments blog looks at the recent statistic that CEOs are more confident than at any point since 2004—and what that might mean for financial markets.

Read the weekly Sizzler..

Did you know all of our webinars are available on demand? If you missed one, click here to watch it whenever you’d like!

 

0826-OAT-03/15/2021

*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/.