TMCnet News

Orion Ascent, the Flagship National Advisor Conference, Now Open for Registration
[September 18, 2023]

Orion Ascent, the Flagship National Advisor Conference, Now Open for Registration

Orion Advisor Solutions today unveiled the initial agenda and speaker line-up for Orion Ascent 2024, held March 12-15, 2024, at the Marriott Marquis San Diego Marina, overlooking the picturesque San Diego Bay.

"Named a Best Conference for Financial Advisors in 20231 , Orion Ascent 2024 promises an enhanced attendee experience with a distinct focus on building community, networking and hearing directly from advisors driving growth in their practices," said Ryan Beach, President of Orion Wealth Management. "Orion's elite advisors will enjoy unique VIP experiences and all attendees can take advantage of continuing education."

Orion Ascent brings together nearly 2,000 of Orion's top financial advisors, innovative fintech providers, wealth management leaders, broker-dealers and tech-forward enterprise firms. As the premier advisor event of the year, Ascent gives advisors the tools and training they need to lean into change, embrace innovation and disrupt the status quo, all while helping their firms grow and clients thrive.

Attendees will gain exclusive access and cutting-edge insights from the financial industry's best and brightest with compelling keynote speakers, including industry perspectives from Orion's incoming CEO Natalie Wolfsen; Dr. Daniel Crosby, Orion's chief behavioral officer, on the intersection of AI and BeFi; and thoughts on the 2024 election from Dan Cliton, partner and head of policy research for Strategas Securities.

Orion Ascent 2024 promises to deliver an enriching advisor experience like no other.

  • Dedicated Content Tracks: With dedicated content tracks for everything from behavioral finance to Redtail CRM, to investment strategy and more, attendees will enjoy a diverse offering of enriching, educational content and peer-to-peer learning opportunities designed to empower them to innovate, disrupt, and win. The 50+ educational sessions make it easier than ever for advisors to curate their ideal Ascent experience by building a tailored agenda.
  • Dive Deep During Pre-Conference: Eager to dig in a little deeper? Register for any of Orion's comprehensive pre-conference workshops covering Orion and Redtail technology, what it looks like when a firm fully embraces behavioral finance across their entire ecosystem, and how to create proposals to win new business. Plus: An exclusive Q&A with Orion's executive leadership
  • Free CE Credits: Earn CE credit across 10+ Ascent breakouts, from practice management and BeFi to operational efficiency and scalable growth.
  • Dine & Discover: Join the block party of a lifetime at the historic Gaslamp Quarter featuring restaurant & bar hopping, live music and interactive experiences.

Brian McLaughlin, President of Orion Advisor Tech, added, "Our Tech advisors will attend tailored training on Orion's connected technology suite built around Redtail's industry-leading CRM hub, getting the latest on new tech integrations and winning workflows that are powering advisors' businesses. Attendees will hear directly from advisors who have integrated their technology, freeing resources and re-directing those toward growth efforts."

Orion's TAMP advisors will participate in a curated wealth management track, train on Orion platforms, and meet with industry-leading portfolio strategists and managers.

Orion Ascent Registration and Sponsorship Information

Early bird pricing is available through Oct. 31, 2023. Register today at Interested in being a sponsor? Learn more here.

Media Registration

To request a media pass to attend Orion Ascent (complimentary registration; lodging and transportation not included; pass availability is limited), please email [email protected].

1 Source:


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 Orion OCIO 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 Orion OCIO, the combined platform services $3.8 trillion in assets under administration and $64.3 billion of wealth management platform assets (as of June 30, 2023). Supporting over five 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

[ Back To's Homepage ]