In Today’s Orion Weekly:
- If you haven’t already, we’d love for you to take the T3 Advisor Survey. The survey helps discover the most popular fintech for advisors.
- Learn more about Compounding Returns and how they can impact your portfolio.
- Trade directly from your Redtail CRM and Salesforce, with our new trading widgets inside our Insight app.
- Join us at the Hyatt Regency Orlando on January 30 or 31 to see how your firm can start tax-efficient trading with Eclipse.
- If you’re attending TD Ameritrade LINC, register for the Fuse Party.
- Quarter End Process and Best Practices – Tuesday, December 19
- Billing: Forecast Upcoming Fees – Wednesday, December 20
- Quarter End Process and Best Practices – Thursday, December 21
- Billing: Forecast Upcoming Fees – Thursday, December 28
- Russell Investments Model Portfolios on Orion Communities – Tuesday, January 9
- CLS Smart ETF Models on Orion Communities webinar – Wednesday, January 17