“We’re the R&D arm of every advisor we serve.” CEO Natalie Wolfsen in @ThinkAdvisor. Read the full article to see how we’re fueling the future of wealthtech.

Market concentration tells only part of the story. Our latest outlook explores how relative valuations are shifting — and where market broadening may create new opportunities for diversification. 📖 Read more:

AI works best when it supports human judgment — not replaces it. Orion Advisor Academy offers free, CE-eligible courses on: • Using AI intentionally • Applying tech ethically • Strengthening trust at scale 🎓 1 hour CE each | Free for all advisors 👉 https://t.co/3NzNOf6wKt

On the fence about Ascent 2026? Take the Tailored Agenda Quiz to preview the sessions most relevant to your role and goals — before you register. See if it’s worth your time 👉 https://t.co/exQvhaR54r

A lot happened in the markets this year — but there’s still plenty to be thankful for. Orion’s Ryan Dressel shares 10 reasons investors can feel optimistic heading into year-end, from strong earnings to consumer resilience. Read more ⤵️ https://t.co/HABmXCg3I6

SignatureFD’s Laura Hubbell says the bucket framework transforms client conversations, helping people see their wealth through “live, protect, give” lenses that build clarity and confidence during every market cycle. 🎥 Hear why this approach resonates so deeply with clients.

💭 “At what point does hiring a financial advisor make sense?” A real Reddit post. A real question. Many investors want advice — they just don’t know when it’s “worth it.” Advisors, this is your moment: clarify your value. #InvestorInsights

The future of financial advice isn’t AI or human touch—it’s both. AI handles routine work, freeing advisors to focus on empathy, trust & guidance. Chief Behavioral Officer @danielcrosby shares 3 keys to combining tech & human insight 👉 https://t.co/iMlYIRsffG #AI #BeFi

Our Ascent 2026 Black Friday offer ends Friday, 12/5. Save $100 on registration with code ASCENTBF100. (Valid on new, standard-price registrations only.) If you’ve been waiting to sign up for San Diego … now's your chance. Register now: https://t.co/m1AZ5IBBp3 #OrionAscent

Black Friday deal 🎉 Save $100 on new Ascent 2026 registrations with code ASCENTBF100. Limited time. New registrations only. https://t.co/m1AZ5IBBp3

🦃 Thanksgiving Hours at Orion Thursday: Offices closed Friday: Half day — we’ll close early with the markets Wishing you a safe, restful holiday weekend. We’re grateful for the trust you place in us and honored to support the work you do for your clients.

Why did Orion advisors report growing nearly 10% faster than peers? In a new interview, CEO Natalie Wolfsen shares how Orion drives advisor growth through AI-powered tools, CRM-first integration, & personalization at scale. 👉 Check out Natalie's insights:

President of Advisor Technology Reed Colley joined @AssetTVUS to share what sets Orion Denali AI apart, our enhanced Schwab integration, & what’s to come next! Watch the full interview here:

Washington may be reopening — but volatility isn’t over. 🎥 Orion’s Ben Vaske and Strategas’ Courtney Gelman unpack what the historic shutdown means for investors and why policy still drives markets. Watch now →

When advisors participate, everyone wins. Your input in the 2026 T3/Inside Information Software Survey drives innovation & shapes what’s next in advisor tech. 🚀 Start the survey today →

🎉 Big congratulations to Reed Colley, President of Orion Technology, for being named to the @InvestmentNews Hot List 2025! Reed is redefining wealth management through tech that simplifies complexity and puts people first. Well deserved! https://t.co/mcnKa5SVxu

🎉 Congrats to our CEO, Natalie Wolfsen, for making the @InvestmentNews Hot List 2025 — for the second year in a row! Her leadership and vision are driving innovation, growth, and lasting impact across the wealth management industry. 👏 https://t.co/mcnKa5SVxu

Change is constant, but so is opportunity. At Orion Ascent 2026, join Ron Pruitt, Reed Colley, and thousands of advisors exploring how to grow, scale, & personalize smarter. 🚀 The future of wealthtech starts here. Register now → https://t.co/m1AZ5IBBp3 #Ascent2026 #OneOrion

💭 “Anyone else sick of taking stock advice from anonymous Redditors?” Real post. Real fatigue. Many investors seem overwhelmed by noise. Rather than more ideas, it seems they’re looking for someone they can trust. Advisors — make that your edge. #InvestorInsights

Announced at #SchwabIMPACT Orion + Schwab Advisor Services = fewer manual tasks, more advisor clarity. New integration auto-syncs beneficiary info from Schwab Advisor Center® to Orion — daily updates, zero friction. Efficiency meets accuracy. Learn more:

Orion Denali AI was featured in @Wealth_mgmt’s WealthStack Roundup! Our AI-first ecosystem goes beyond a simple tool, connecting every system and workflow to give firms visibility, control, and intelligence at scale. 👉 https://t.co/4IjYzTqnih Denali AI: