Orion
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. Learn more here.
Articles by Orion
- Market Intelligence
The Bond “Rout” Is Overblown. What Higher Treasury Yields Really Mean
We hope you all had a wonderful Labor Day weekend! It is hard to believe another summer is in the books, but the older I get, the quicker the calendar pages flip.
- Future of Advice
AI Governance Isn’t a Speed Bump. It’s the On-Ramp to AI Adoption
It is not a constraint on momentum or adoption. It is the operating model that helps teams adopt AI in a way that they can explain, monitor, and improve.
- PowerAdvice
Why the Fed Isn’t Panicking About Inflation (And Neither Is Wall Street)
When I think Not So Great Expectations, I think of Wall Street’s expectations for what inflation will average over the five-year period
- Future of Advice
Choosing the Right AI Vendor: 7 Questions Every Decision-Maker Should Ask
AI is reshaping advisory firms. Here are seven questions that help firm leaders distinguish practical value from operational risk.
- Research
The SpaceX Effect: Why the IPO Market Is Heating Up Again
We’ve decided to take pen to paper on the SpaceX IPO and what it might mean for the markets.
- Research
The Great Market Disconnect of 2026: Why Stocks Are Surging While Investors Worry
Closely monitoring the developments in the Middle East and the impact they are having on commodity prices, the stock market, and the world economy.
- Research
Stocks Rally as Inflation Reignites: What Advisors Need to Watch Now
After a volatile first quarter, equity markets have shown welcome resilience, with returns improving meaningfully through April and into May.
- Research
Initial Jobless Claims Just Hit Their Lowest Level Since 1969—What It Means for Markets Now
Weekly Initial claims for unemployment insurance collected by the Department of Labor are one of the most timely datapoints ...
- Active Investing
The Knicks Are Winning—and So Are Small Caps: What Market Breadth Is Signaling Now
Off the late March market lows, through May 8, the S&P 500 Index has gained 17%, while the S&P Mid Cap 400 Index is up 12%
- Future of Advice
AI Is Coming Fast—Can Your Tech Stack Keep Up?
What questions you want answered, having the right data to answer them, and building the controls to use AI in a way that is useful and trustworthy.
- Market Intelligence
The Iran Crisis Is Revealing America’s Most Powerful Investment Advantage: Energy Dominance
America’s evolved energy profile would be a big deal for our economy, national security and international standing at any point in time
- Active Investing
Is This Rally Built to Last? What Valuation and Sentiment Are Really Telling Us Now
We believe valuation and sentiment came together late last month to put a floor under the market and set the stage for its recent rally
- Active Investing
Markets Rally Into Uncertainty as Investors Bet on Better Days Ahead
Said differently, markets can and will reflect where fundamentals will be in the future, not where they are today.
- Active Investing
Is the U.S. Running Out of Workers? Why Falling Labor Force Participation Matters Now
If there is an upside to what seems to be an ever-falling US labor force participation rate, it might be more consistent and meaningful wage gains
- Active Investing
Dollar Bears Beware: What’s Fueling the Greenback’s Surprise Rebound
One candidate for the consensus trade of 2025 was shorting the dollar. As to why traders were bearish on the world’s reserve currency.
- Active Investing
In a Hype-Driven Market, Modest Expectations Are a Competitive Advantage
The war with Iran has raged for a month. At the risk of stating the obvious, its most meaningful economic impact has been on the price of oil
- Active Investing
As Markets React To War and Inflation, One Question Stands Above All
March has not been kind to markets. As we pen this note on the 20th, every major equity index we track has fallen month to date
- Future of Advice
After Three Decades in Markets, This Is the Lesson That Matters Most
I have worked in investments for 26 years but have been paying close attention to the markets and the economy for 33 years
- Future of Advice
Market Volatility Update: Oil Prices, Geopolitics, and the Investor Outlook
Discuss the recent surge in oil prices and rising geopolitical tensions in the Middle East and how markets have responded so far.
- Future of Advice
2025 Tax Season Resource Center
Welcome to your one-stop hub for tax season success. Explore essential tools, resources, and strategies to simplify planning, master tax-smart approaches
- Future of Advice
The “Forgotten 493” Are Taking the Lead as the Magnificent 7 Stumble
It seems to us that US equity returns have broadened out beyond the stocks that contributed so much to the bull market that kicked off in 2022.
- Future of Advice
Markets in a Dangerous World: Why the U.S. Economy May Still Avoid Recession
It feels naïve to make an optimistic case for the markets and the economy considering the recent sharp drawdown in US stocks, a 35% spike in the price
- Future of Advice
Markets in Wartime: Why Stocks May Fall First—Then Rally
We wanted to share the Orion Asset Allocation Committee’s thoughts on the ongoing war in the Middle East.
- Future of Advice
Is It Time To Review Your Client’s Asset Allocation?
Valuations in AI‑linked companies, and renewed enthusiasm for precious metals—makes the case for rebalancing even stronger. Let’s explore why.
- Future of Advice
What’s Driving the Latest Market Volatility
Ben Vaske breaks down what’s driving the recent selloff and how we’re thinking about it. What’s Driving the Latest Market Volatility | Orion Ben Vaske, Manager — Investment Strategy Volatility returned as markets reacted to renewed policy and geopolitical uncertainty.
- Future of Advice
Does 12 Months a Trend Make?
Small cap stocks are catching a big bid and giving owners of diversified portfolios another meaningful performance boost.
- Future of Advice
Relative Valuations & Outlook on Market Broadening Within a Concentrated U.S. Market
AII Sentiment readings have been among the most bearish on record even as the S&P 500 is up nearly 20% year-to-date.
- Future of Advice
Can You Put a Price on Uncertainty?
And for now, supported by strong earnings growth and an accommodative policy backdrop, the US bull market runs on.
- Future of Advice
2026: The Year of Stimulus?
Multiple monetary and fiscal policies and other external factors on the horizon in 2026 have the potential to stimulate the economy
- Future of Advice
Turning Advisor Data Into Actionable Intelligence with Erin Colledge
Colledge describes a shift toward practical use cases that help advisors prepare for client conversations and understand exposure,
- Future of Advice
Higher Margins Should Mean Higher Stock Prices
Trees don’t grow to the sky, and markets don’t always go up, but higher margins should mean higher stock prices.
- Future of Advice
Ethics CE: CFP Board’s Revised Code and Standards
This program fulfills the requirement for CFP Board-approved Ethics CE.
- Future of Advice
Technology With Intention Builds Trust at Scale
In an age where AI and automation are reshaping financial services, advisors who rely too heavily on tech risk losing what clients value most:
- Future of Advice
Bonds Are Back: Why Fixed Income Quietly Had Its Best Year in Years
Markets rebounded sharply during the short holiday week, reversing earlier November weakness and pushing the S&P 500 positive for the month.
- Future of Advice
U.S. Consumer Back in the Spotlight – How the Data Looks Today and What We’re Watching
Forwarding to today, investors are more in the dark about consumer strength due to the data blackout from the government shutdown.
- Future of Advice
Priced for Perfection or Built to Run? Our Early Take on Markets in 2026
And as we think about where we go from here, we see, not surprisingly, reasons for both concern and optimism.
