SourceMedia collaborates with industry experts and thought-leaders to provide advisors with a variety of timely and engaging events. Please refer back to this page for a complete schedule of upcoming web seminars, podcasts and live events as well as archived content.
How can advisors most effectively use social media, for client retention and recruitment?
Technology has become a component of all the main drivers of the advisor business model. Top firms are aligning technology with firm goals to differentiate themselves from the competition and increase revenue. Learn the benefits of moving to a cloud-based platform to run your practice, and understand the different options available to advisors today.
Groundbreaking research in the Journal of Financial Planning reveals surprising findings about Social Security optimization and its outcome on two critical elements for a successful retirement—portfolio longevity and tax-efficient withdrawal strategies. The national leaders in Social Security strategies and paper’s authors, William Meyer and Dr. William Reichenstein, discuss how properly addressing both can add years to a retirement income plan; engendering trust and deepening the advisor/client relationship.
Join this live web seminar to discuss the strategic implications of DDoS attacks and the techniques that can be used to prevent and mitigate the damage.
Financial planners, as well as the asset management industry, are encouraging a move to alternative investments, following the example set by institutional pension funds.
View this webinar on demand featuring Sophie Schmitt, Senior Analyst for the Wealth Management Team at the Aite Group and John Bird, Senior Director of Product Marketing from Yodlee Inc. They discuss the driving forces in today’s wealth industry, and how technologies like account aggregation and dynamic new wealth apps are being used to deepen collaboration with investors to ultimately drive more assets under management.
Ann Hughes, M.Ed. President, THE FEMALE AFFECT
Kathleen B. Cooper Ph.D., Senior Fellow, John G. Tower Center for Political Studies,
SOUTHERN METHODIST UNIVERSITY
There are currently no live events.