Orion CEO Natalie Wolfsen talks with @InvestmentNews about our $6.6T AUA milestone, why advisors are embracing AI, and how Denali is designed to help firms wherever they are in their AI journey. Read the conversation: bit.ly/44FIPe4

"They're just trying to solve different needs." Andina Anderson, Head of RIA Blueprint for Cetera, on why the clients an advisor serves should decide the tools they get. Watch her Client Stories feature: bit.ly/4AHWDn1

Semiconductors fell over 21% in July. The S&P 500 finished the month roughly flat. Ben Vaske on why a calm index is masking big swings in individual stocks, and what it may mean for client portfolios: bit.ly/4dG7Jiu

October is National Cybersecurity Awareness Month. Seven simple habits from our security team to help protect sensitive client and financial information, including one that's easy to overlook: keep passwords and MFA codes out of AI prompts. #CybersecurityAwarenessMonth

"We can take all the rest of the burden from them." Andina Anderson, Head of RIA Blueprint for Cetera, on the difference between telling advisors to focus on clients and actually making it possible. Watch her Client Stories feature: bit.ly/4AHWDn1

Don't miss out on the best price for Ascent 2027 registration. For a limited time, code ASCENT27EB gets you $350 off standard reg rates — but this offer is going fast! Register today for three days built to help you unlock what's next for your firm. orion.com/ascent

"We knew that it was on us to be able to select the best partners out there." Andina Anderson, Head of RIA Blueprint for Cetera, on defining your advisor experience standard before you go shopping for tools. Watch her Client Stories feature: bit.ly/4AHWDn1

Eclipse in Action: Everyday Scenarios is a monthly training webinar series on repeatable Eclipse trading workflows, from bulk model updates to transitioning new clients into models and preparing backup traders. Starts Oct. 22. Register: bit.ly/4zlZ0KD

"The experience from their standpoint should be seamless." Andina Anderson, Head of RIA Blueprint for Cetera, on building technology advisors don't have to think about. Watch her Client Stories feature: bit.ly/3VglONj

The first Orion Ascent 2027 speakers are confirmed: Torsten Sløk joins the main stage, with Libby Greiwe and Michael Kitces leading breakouts. Feb 22–24, Orlando. bit.ly/3TraTQm #OrionAscent

"Advisors obviously are just trying to solve problems for their clients, and so we need to help advisors be able to do that." Andina Anderson, Head of RIA Blueprint for Cetera. Watch her story: bit.ly/3VglONj

The 10-year Treasury yield recently climbed above 5.25%, its highest level in more than 20 years. Ryan Dressel on what may be driving the move, and why higher starting yields may improve the outlook for high-quality bonds: bit.ly/4dapPsM

The preliminary agenda for Orion Ascent 2027 is live. Growth, investment strategy, operations, compliance and client experience — find the sessions built for your role. Feb 22–24, Orlando. Explore the agenda: bit.ly/4ADvoKl #OrionAscent

A five-person RIA and a global custodian aren't the same business. But their clients are trusting both with the same kind of information. Why institutional-grade security shouldn't shrink with firm size: bit.ly/4y1GWov

The Fed hiked for the first time since 2023. The median dot plot shows one more hike this year, then a hold through 2027. Nolan Mauk, CFA, on why a brake pump isn't a restrictive hiking cycle, and what history says about equities: bit.ly/3V8vpWl

Missed Andrew Nida's Client Stories feature? Get the 4 biggest takeaways from his conversation on growth, clarity, and cutting through tech fragmentation. Download the recap: bit.ly/4d60joc

Most firms treat AI governance as what slows AI adoption down. Orion's John Lawless makes the opposite case: governance is the on-ramp, not the speed bump — and firms that build it early can move when the next wave of capability arrives. bit.ly/4zEPT8H

Align University lands in Phoenix Nov. 10–11. Early bird pricing runs through Friday, Sept. 25 — $100 off registration. Two days of hands-on Redtail and Orion training, your choice of track. Seats still available: bit.ly/4gUtTzA

Andrew Nida calls 2026 the pivot year for AI adoption at advisory firms — and says curiosity matters more than picking the perfect tool. Watch his Client Stories feature: bit.ly/4d60joc

Gallup: 71% of Americans oppose an AI data center in their own area. Wall Street has priced the buildout as close to inevitable. Orion's Investment Strategy team on what that gap could mean for markets ahead of the midterms: bit.ly/4y7ro30

An advisor asks AI to segment their book. The answer comes back wrong. Usually the AI isn't broken — the same client type is categorized three different ways in the CRM. Brian Towner on why data quality is the real constraint: bit.ly/4xUVLZO