Connie Jones
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Jared Frye started the topic Mixed up terms, Part 2: Advisor or Adviser? in the forum Market Data 9 years, 5 months ago
Okay, so you’re a financial advisor, and since I just typed that out, we obviously know two things about this question: 1) the right answer is obviously “advisor” and we both know that, and 2) my spell check, which is independent from MS Word, Google or my phone (all of which I already told “advisor” IS a word), flagged “advisor” as a misspelled…[Read more]
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Brad Corrigan joined the group
Trading 9 years, 5 months ago -
Melissa McCune and
Stacy McMartin are now friends 9 years, 5 months ago -
Becca Sarratt and
Nick Anastasakis are now friends 9 years, 5 months ago
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Becca Sarratt and
Raymond Scott Stone are now friends 9 years, 5 months ago
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Becca Sarratt and
Rebecca Zabka are now friends 9 years, 5 months ago -
Becca Sarratt started the topic Feature Friday! 4/28/17 in the forum Reporting 9 years, 5 months ago
We’re looking at reviewing our Reporting Onboarding process. What did you find helpful? What do you feel would have made it better? Let us know your feedback here!
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Brad Corrigan and
Nate Lozeau are now friends 9 years, 5 months ago
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Becca Sarratt and
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Brad Corrigan and
TJ Middlesworth are now friends 9 years, 5 months ago
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Jared Frye started the topic How to Orion Social in 3 easy steps! in the forum Market Data 9 years, 5 months ago
Just kidding! I have no idea how many steps there are. That was click-bait! But wait don’t leave:
We really have uploaded a new Orion Social course in our Ascent library. It has information about customizing your Orion Social experience and getting the most out of it. You can find it here!
It’s one of our newest Ascent courses, so we would love…[Read more]
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Becca Sarratt started the topic Throwback Thursday! 4/27/17 in the forum Reporting 9 years, 5 months ago
Have you ever wanted to transform the reach you have with your current clients? Engage is a 21st century approach to an age-old industry.
The Engage app came out in May of 2014. Over the last year, we have seen a very large increase in the number of advisors that have adopted this technology. Engage allows advisors to upload videos and include…[Read more]
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Becca Sarratt started the topic Throwback Thursday! 4/27/17 in the forum Reporting 9 years, 5 months ago
Have you ever wanted to transform the reach you have with your current clients? Engage is a 21st century approach to an age-old industry.
The Engage app came out in May of 2014. Over the last year, we have seen a very large increase in the number of advisors that have adopted this technology.
Engage allows advisors to upload videos and include…[Read more]
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Becca Sarratt and
Michelle Kusek are now friends 9 years, 5 months ago
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Jared Frye started the topic Morningstar asset classes, manual management, or something else? in the forum Market Data 9 years, 5 months ago
Today, I would like to ask this: does your firm customize it’s own asset classes and manage them manually or use one of the Morningstar-like provider options we offer? Or some hybrid of both? What do you like and what would you change?
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Becca Sarratt replied to the topic Advisory Fee Benchmark in the forum Reporting 9 years, 5 months ago
@ericnavigoe-com It looks like you have not registered for Ascent yet. When you hover over the app icon in Orion, you should see a blue register button below it. When you click on that, you’ll get a registration page. Logins usually take overnight to set up. Please let me know if that does not work for you!
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Melissa McCune and
Dustin Garrett are now friends 9 years, 5 months ago
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Ray Shirley voted up to a reply by Jeff Kliewer in the topic Which integrations have been the most powerful for your firm? 9 years, 5 months ago
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Jared Frye started the topic Today in History: Ring that market bell! in the forum Market Data 9 years, 5 months ago
On this day in 1956, the New York Stock Exchange created the largely symbolic practice of have a guest ring the stock exchange bell to open the markets. The first guest was Leonard Ross, a game show winner who had demonstrated impressive market knowledge to win $100,000!
What quirks or rituals does your firm use to commemorate the start of…[Read more]
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Jared Frye started the topic Today in History: Ring that market bell! in the forum Market Data 9 years, 5 months ago
On this day in 1956, the New York Stock Exchange created the largely symbolic practice of have a guest ring the stock exchange bell to open the markets. The first guest was Leonard Ross, a game show winner who had demonstrated impressive market knowledge to win $100,000!
What quirks or rituals does your firm use to commemorate the start of…[Read more]
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