Family Wealth Report - RIA outsourcer provides advisory-business metrics

Orion Advisor Services provides outsourced back-office services to RIAs and broker-dealers so that firms can focus on client service and business development. Now though, it's providing an additional service to independent advisors called Business Metrics to help them keep track of their firms' profitability. Read the full article or visit http://www.fwreport.com.

Orion Gives Advisors a Critical Look at their Own Business with Business Metrics Report

New Business Metrics Reports from Orion Advisor Services Offer Advisors a Business “Check Up” and Snapshot of Profitability in Key Areas. Read the Press Release or our September Newsletter.

Orion Partners with Egnyte to offer online file storage to advisors

Orion Partners with Egnyte to offer online file storage to advisors. Egnyte is an on-demand file server which offers secure online file storage, sharing and backup for business. The service eliminates the need to buy servers, VPN, Tape Backups, FTP and maintenance overhead. Unlimited storage available. Plans start at $15/month.

Investing in technology during downturns

On a recent cross-country flight, I sat next to a gentleman employed by a large technology consulting firm that assists Fortune 100 companies in implementing multimillion-dollar systems. After asking him how the economy's troubles were impacting his business, I was surprised to hear his response - that tech consulting actually thrives in a downturn. read the full article.

Your clients are embracing the web, are you?

Boomer Market Advisor's March issue features Eric discussing the new opportunities for Advisors as their clients (of all ages) are embracing the web for their investment account access. However, as their Advisor, you might need to check your own web savvy to be sure you don't get passed up. Read the article.