When Trading Gets Complicated: Rethinking Operations for Growing Firms
Cost: Complimentary
Date: Wednesday, May 20, 2026
Time: 2pm ET | 11am PT
Approved for 1 CE Credit: Investments and Wealth Institute
Sponsored by:
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.
Featured Speakers: 
Scott Ferguson | Think Advisor Contributor | Touchpoint Markets
Scott Ferguson is the Director of Custom and Marketing Content for Think Advisor's parent company, Touchpoint Markets. Before joining Touchpoint in 2021, Ferguson held numerous editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He started his career as staff writer at both the Herald News and the Asbury Park Press.
Riley Lambert brings over a decade ofexpertiseto his role as Director of Product for Investment Management. Specializing in trade execution, rebalancing, and portfolio management, Riley has played a crucial role in developing and enhancing the Eclipse trading tool. With deep experience in trading technology and client-focused solutions, Riley is a leading authority onoptimizinginvestment management processes. His skill in translating complex problems into straightforward solutions provides valuable insights for advisory firms looking to refine their investment strategies.
Kyle Booras is Vice President of Trading and Investment Operations at Orion Advisor Solutions, where he leads trading strategy and operational execution for advisory firms navigating increasing scale and complexity. With more than a decade of experience in investment operations, Kyle has held leadership roles across trading, portfolio management, and operational oversight, including senior positions at Orion and CLS Investments. He brings deepexpertisein trade execution, process design, and aligning trading infrastructure with firm growth and compliance needs.
Register Now!
Can't attend? Register here for an on-demand recording after the webcast.
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.
1243-R-26111