Author: oranjwebsite

To Succeed in 2018, New Financial Advisers Need to Invest in Technology

The future of financial advisers is bright: The Bureau of Labor Statistics expects demand for advisers to grow at a rapid clip as savvier clients search for the best approaches to money management. Of course, becoming a financial adviser involves a significant investment in yourself through education, licensing, and building relationships. Newly minted advisers need to quickly understand the role technology investment can play in their practices.Continue Reading…

Video: Supercharge your Back Office

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Streamline back-office tasks with Oranj’s rebalancing and trading capabilities to free up more time to provide a differentiated, personalized service for investors.

Video: Bring Strategies to Life

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See how it’s easy for advisers using Oranj to custom-tailor investment strategies and service clients in new, modern ways. Click here to learn more about Oranj’s Model Marketplace.

The Case for Free Fintech Software

The old saying “you get what you pay for” isn’t always true, especially when it comes to technology applications for the financial services industry. Independent financial advisers shouldn’t automatically dismiss free software as inferior to paid solutions. Continue Reading…

Video: Growing Your Business

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Advisers work hard to set themselves apart – and technology that extends their reach and truly captures the attention of investors. Oranj’s client-facing tools make it easier than ever for advisers to win new business, service clients in modern ways, and run an efficient practice. Learn more about these tools here.

Technology Sector Discussion with Marsico Funds

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Brandon Geisler, Portfolio Manager with Marsico Funds, recently visited the Oranj office here in Chicago to discuss his perspective on the technology sector. Watch the video above to hear Brandon and David Lyon, Oranj CEO, as they cover trends within the technology space to keep an eye on, what advisers should be looking out for, and what the market may have in store for us in the future.

2 Minutes on Volatility with ETF Securities

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Oranj’s Freedom Tour recently stopped in New York City for a breakfast event that brought asset managers and advisers together to discuss how volatile markets impact the industry.  Our Adam Stolz caught up with Maxwell Gold, Director of Investment Strategy at ETF Securities, to share his perspective on the opportunity of commodities, and what benefits diversification has in today’s market.

A Quick Volatility Discussion with Direxion

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On May 8, Oranj’s Freedom Tour stopped by New York City for a breakfast event that brought local advisers and asset managers together to discuss how volatility impacts the industry and the investor mindset.  Oranj’s Adam Stolz caught up with Sylvia Jablonski, Managing Director, Capital Markets – Institutional ETF Strategist at Direxion, to discuss how volatility has impacted earnings season, and insights into the market outlook for the rest of 2018.

Three Ways to Generate Valuable Prospect Leads

Although there has been much media coverage in recent years about the decline of referral marketing as the primary source of growth for financial advisory practices, referrals are critical for ensuring the success of independent advisers’ businesses.

When a client feels their adviser is making a meaningful effort to understand and serve them, they are more likely to recommend their advisor to others. A positive client experience is essential to positive word of mouth.Continue Reading…

Steering Clients Through Market Volatility

One of the most powerful advantages financial advisors has over robo advisory platforms is also the most obvious—being human. “The human touch” is more than just an expression in today’s wealth management industry, especially during periods of severe market volatility, like what we witnessed in early February.Continue Reading…