Orion's The Weighing Machine

Orion's The Weighing Machine

Orion Portfolio Solutions

Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”). 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/. Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com. 0503-OPS-3/4/2024

Categories: Business

Listen to the last episode:

This week, Rusty and Robyn talk with Paul Curley, Director of Savings Research at ISS Market Intelligence. In this episode, we take a closer look at the most popular attributes of 529 plans and how they are changing. We will also discuss the implications of policy, shifting demographics, the availability of ESG and alternative options and how these elements can affect 529 plans.

Previous episodes

  • 530 - Paul Curley of ISS Market Intelligence - 529 Plans: How They Work and How They Benefit Investors and Advisors 
    Tue, 29 Oct 2024
  • 529 - Saira Rahman of Fundrise - The World of Alternatives and Why They’re Even More Important Now 
    Tue, 22 Oct 2024
  • 528 - Michael Patchen of Colleva - Artificial Intelligence and An Exciting Way that AI is Helping Develop Better Advisors, Leaders and Employees 
    Tue, 15 Oct 2024
  • 527 - Ryan Issakainen of First Trust - Buffered ETFs, Artificial Intelligence and Much More 
    Tue, 8 Oct 2024
  • 526 - Yuri Khodjamirian of Tema ETFs - Strategic Active ETFs and Strategies to Watch 
    Tue, 1 Oct 2024
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