Register for Your Free Live Webcast Now:

"When Trading Gets Complicated: Rethinking Operations for Growing Firms"

Is your trading model ready for growth? Get a framework for evaluating in-house vs. outsourced execution. Register today!

Date: Wednesday, May 20, 2026

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by: Orion

As your firm grows, so does your operational complexity. Mergers, acquisitions, sophisticated client demands, and a shifting fee landscape have transformed trading from a simple task into a critical strategic decision. For leaders at growing firms, the central question is clear: Do we build and manage our trading capabilities in-house, or is it time to partner with an institutional-grade trading specialist?

The answer isn't one-size-fits-all—it requires a careful evaluation of your firm's unique needs, resources, and future goals. Making the wrong choice can lead to hidden costs, compliance risks, and operational bottlenecks that stifle the very growth you're working to achieve.

Join us for an essential webcast that together industry experts and advisory practitioners to provide a candid breakdown of both paths.

You will learn:

• How recent fee changes are fundamentally reshaping the economics of advisory trading.
• A clear, actionable framework for evaluating the pros and cons of DIY vs. outsourced trading for your firm.
• How to uncover the hidden costs and operational realities associated with each model.
• Real-world perspectives and lessons learned from advisors who have successfully navigated this decision.
• An overview of how modern technology is raising the bar for trading quality, compliance, and scalability.

For financial professional use only. Not intended for public distribution.

Wealth management services provided by Orion Portfolio Solutions, LLC ("OPS"), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC ("TSC"), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.

https://orion.com/privacy

1243-R-26111

Speakers: 

Scott Ferguson | ThinkAdvisor Contributor | Touchpoint Markets

Riley Lambert | Director Product Management | Orion Advisor Solutions

Kyle Booras | VP, Trading and Investment Operations | Orion Advisor Solutions

Offered Free by: ThinkAdvisor
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