Oranj Blog

Direct Data Connection with TD Ameritrade Now Available in Oranj

Posted by Oranj on Aug 22, 2018 1:00:00 PM

Oranj now offers a direct data connection to TD Ameritrade! With this new data connection, advisers using Oranj can quickly and easily connect their Oranj account to TD Ameritrade to bring in all of the client accounts they manage – all at no additional cost.

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Topics: Product Updates

PIMCO and WisdomTree Join Asset Managers with Strategies Available on the Oranj Platform

Posted by Oranj on Jul 24, 2018 1:00:00 PM

PIMCO and WisdomTree Asset Management have each joined the line-up of best-in-class asset managers who have made their model portfolios and products available on the free Oranj platform, which independent advisers utilize to help clients achieve their long-term financial goals.

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Topics: Press Release

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

Posted by Oranj on Jun 27, 2018 1:00:00 PM

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.

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Topics: Adviser Resources, Embracing New Technology

The Case for Free Fintech Software

Posted by David Lyon on Jun 4, 2018 3:30:00 PM

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. 

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Topics: Adviser Resources, Embracing New Technology

Video: Technology Sector Discussion with Marsico Funds

Posted by David Lyon on Jun 1, 2018 1:00:00 PM

Brandon Geisler, Portfolio Manager with Marsico Funds, recently visited the Oranj office here in Chicago to discuss his perspective on the technology sector. Hear from Brandon & 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.

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Topics: Partner Updates, Embracing New Technology

2 Minutes on Volatility with ETF Securities

Posted by Oranj on May 23, 2018 9:01:00 AM

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.

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Topics: Industry News, Asset Manager Updates

A Quick Volatility Discussion with Direxion

Posted by Oranj on May 14, 2018 10:00:00 AM

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. 

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Topics: Partner Updates, Industry News

Three Ways to Generate Valuable Prospect Leads

Posted by David Lyon on Apr 24, 2018 8:30:00 AM

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.

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Topics: Client Relations

Oranj Expands Suite of Diverse Investment Solutions for Advisers

Posted by Oranj on Mar 15, 2018 9:15:00 AM

First Ascent, Marsico Capital Management, OppenheimerFunds, and SpiderRock Join Prominent Asset Managers Hosting Strategies on Oranj

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Topics: Press Release, Partner Updates

Steering Clients Through Market Volatility

Posted by David Lyon on Mar 8, 2018 9:51:00 AM

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.

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Topics: Industry News