Sponsored by To become invaluable to clients, counselors must focus on core human needs. This often means a deep dive into the cognitive biases and emotional drivers that can influence financial decision-making. Dr. Naomi Win, a behavioral finance analyst for Orion, explains how advisors can support their clients through life changes to help ensure the…
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JPMorgan CEO Jamie Dimon annual letter to shareholders, released Monday, touted the firm's record revenue of $162.4 billion in 2023 and commitment to shareholders, while also zooming in on broader economic and technology issues — such as the shrinking market for publicly traded companies in the U.S. and the key role of AI. In an…
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Sponsored by Non-client-facing tasks such as compliance, trading and reporting are essential to successful financial advisory firms. However, these responsibilities take a lot of time. Tim Holland, chief investment officer at Orion OCIO, shares how outsourcing the role of chief investment officer can help advisers reclaim their time by improving client experience and business outcomes….
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Did you know it's April? National Pickleball Month? If you play, chances are you knew this because pickles tend to become obsessed with the sport. Invented in 1965 by three fathers, Joel Pritchard, Bill Bell and Barney McCallum, who were looking to entertain their bored children, the sport has absolutely exploded in recent years. According…
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Sponsored by Over the past 10 years, investors have moved away from fixed income securities, largely thanks to low interest rates. With interest rates rising, advisors again turned to fixed income and alternative investments to help clients manage risk. Josh Flade, CFA and deputy chief investment officer at Orion, sheds light on the critical role…
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Spirit Airlines disclosed Monday that it will lay off approximately 260 pilots and delay the delivery of planes from the second quarter of 2025 to 2026 until at least 2030 to save money after a difficult fiscal year. The airline estimates the layoffs will help boost the company's cash value by $340 million by 2026….
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Sponsored by Over the next decade, baby boomers are expected to transfer trillions of dollars to the next generation, providing significant opportunities for advisors to expand client relationships. This potential for growth, along with a more predictable market, is fueling optimism among advisors. Natalie Wolfsen, CEO of Orion, shares insights on the new opportunities for…
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Opinions expressed by Entrepreneur contributors are their own. Have you ever waited longer than you hoped for a package? You've experienced the proverbial “last mile” problem. A package makes its way across the country, but then somehow, it gets stuck at the post office a few blocks from your house—so close, yet out of reach….
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Sponsored by Many advisers are wary of the role artificial intelligence is playing in the financial services sector. But with the right strategies, advisors can use AI as a tool to improve their work. Rick Williamson, director of brand experience at Orion, discusses the potential benefits of using AI, including the ability to deliver more…
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In an interview with CNBC last week, Disney CEO Bob Iger said a crackdown on sharing Disney+ passwords will begin in June in the U.S. and in September in other places. Meanwhile, after streaming rival Netflix began enforcing password-sharing restrictions last spring, there was one jump into the recordsreported CNN, and 100,000 new accounts were…
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