Orion Launches Advisor Academy, a Free On-Demand Learning Platform for Fiduciary Advisors

Wealthtech firm enhances education offering to help advisors grow their business, earn CE credit

Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced today Orion Advisor Academy, a new on-demand learning platform that provides practical, actionable education for advisors to improve and grow their businesses while earning continuing education (CE) credits.

Built on the cornerstone of the research and insights of Dr. Daniel Crosby, Orion’s chief behavioral officer, Orion Advisor Academy offers a mix of CE-approved courses and practical training for running a successful fiduciary advisory firm taught by Orion’s award-winning experts, all at no cost to advisors. Advisors can access a wide range of courses for leadership, marketing, financial planning, behavioral finance, investing, operational processes, and more.

“With our introduction of the Orion Advisor Academy, we aim to become the go-to education resource for fiduciary advisors to learn better ways to grow their business and, ultimately, to promote better investor behavior,” said Crosby. "The intuitive on-demand experience provides advisors with fresh, actionable content, including exclusive behavioral finance education, client handouts and ready-to-use tools.”

About Orion Advisor Solutions

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. 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 attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. With the addition of Redtail and TownSquare, the combined platform services $3.7 trillion in assets under administration and $60 billion of wealth management platform assets (as of Dec. 31, 2022). 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 at www.orion.com.

0507-OAS-2/17/2023

View source version on businesswire.com: https://www.businesswire.com/news/home/20230222005397/en/

Built on the cornerstone of the research and insights of Dr. Daniel Crosby, Orion’s chief behavioral officer, Orion Advisor Academy offers a mix of CE-approved courses and practical training for running a successful fiduciary advisory firm.