Orion Ascent 2026 is the flagship annual conference hosted by Orion Advisor Solutions, dedicated to bringing together financial advisors, wealth-tech innovators, strategic partners, and industry leaders for a high-impact, high-energy experience focused on shaping the future of financial advice. Celebrated as one of the top events for advisors, Ascent is built for professionals who strive for better outcomes for their firms, clients, and the broader wealth-management landscape.
Designed for registered investment advisors (RIAs), dually registered firms, broker-dealers, trust companies, and strategic partners, this three-day experience combines practical education, cutting-edge thought leadership, product innovation, and community-driven connection.
Where Strategy Meets Community and Innovation
In an industry marked by evolving technology, regulatory complexity, and rising client expectations, Orion Ascent provides a forum where advisors can learn practical strategies, connect with peers, and explore tools that support business growth and client engagement.
Attendees are not just learning concepts. They are equipping themselves with actionable insights, experience-driven approaches, and access to a community deeply committed to progress and resilience in wealth management.
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What to Expect at Ascent 2026?
Orion Ascent 2026 features a blend of educational content, tailored sessions, networking opportunities, and immersive experiences:
World-Class Sessions and Panels
Over 50 sessions and panels cover topics ranging from practice management mastery to technology adoption and strategic business growth. Each session is designed to sharpen skills and fuel professional development.
Hands-On Workshops
Pre-conference and in-conference deep dives bring tactical training to life. Workshops tackle everything from mobile engagement optimization to advanced back-office strategies, helping advisors take practical skills back to their teams.
Tailored Content by Role
Whether you lead a firm’s strategy, manage operations, or focus on client experience, Ascent provides role-specific agendas so you can curate the experience that best supports your goals.
Exhibit Hall and Product Demos
Explore cutting-edge wealth-tech solutions from partners and innovators. Live demonstrations provide firsthand insight into tools that help advisors deliver differentiated client value.
One-on-One Consultations
Connect with Orion product experts to get personalized guidance on workflows, technology integration, and growth strategies tailored to your firm’s needs.
Community Meet-Ups and Networking
Build meaningful relationships with peers and mentors through structured meet-ups and informal interactions, expanding your professional network with like-minded professionals.
Core Themes and Focus Areas
Ascent 2026 covers an array of topics that are critical for modern advisory success:
Client Engagement and Relationship Excellence
Sessions show advisors how to deepen connection, trust, and satisfaction across client segments.
Practice Optimization and Operational Efficiency
Learn strategies to streamline processes, leverage technology, and build systems that reinforce scalability and performance.
Leveraging Modern Wealth-Tech Tools
Practical insights into mobile client engagement, back-office automation, compliance technology, and next-generation wealth tools keep advisors at the forefront of innovation.
Behavioral Finance Integration
Sessions led by subject matter experts show how behavioral finance principles can strengthen client relationships and decision-making strategies.
Market Insight and Industry Trends
Thought leadership on evolving investment landscapes, alternative investments, and economic forces that shape client expectations and advisory strategy.
Featured Voices and Key Presenters
Orion Ascent’s agenda includes thought leaders from across the wealth-management industry and beyond, bringing both strategic perspective and practical experience:
- Natalie Wolfsen – CEO, Orion
- Jason Schenker – President of Prestige Economics
- Tim Holland – CIO, Orion.
- Dr. Daniel Crosby – Chief Behavioral Officer, Orion
- Tim Grover – Owner of Attack Athletics
Entire list of the speakers: www.orion.com/ascent-agenda#keynotes
Pre-Conference and Hands-On Learning Opportunities
Before the main conference content begins, Ascent offers intensive pre-conference workshops designed to build deep skills in areas like:
- Optimization of trading systems and tools.
- Workflow strategy and CRM optimization.
- Behavioral finance training with CE credit options.
- AI workshop focused on practical automation and client engagement tools.
These pre-conference experiences set the tone for the rest of the event and help attendees hit the ground running.
Networking, Community and Social Experiences
Ascent is known not only for its educational rigor but also for its vibrant community and culture. Night receptions, welcome events, and themed experiences help attendees build genuine connections that last well after the event ends.
Whether it is connecting with sponsors, peers, or past attendees, the community aspect is a cornerstone of the Ascent experience.
Why Orion Ascent 2026 Matters
Orion Ascent is more than a conference. It is a community-driven learning platform, a catalyst for practice growth, and a place where advisors can get real tools and connections they can use immediately.
Attendees return to their firms with new perspectives, enhanced operational strategies, and practical technology insights designed to help advisors stay competitive and client-centric in a rapidly evolving industry.
Learn more: www.orion.com/ascent
