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.
Amid a changing regulatory landscape, complying with regulations is top of mind for advisors. From cybersecurity to retirement rollovers, the SEC and FINRA have alerted advisors to the key issues examiners are likely to focus on.
Secrets of the 1040. Are you getting the most out of your clients' Forms 1040? Not every advisor does. Join us for a webinar with other planners who can teach you how to read a 1040 in a new way, and let you in on the specialized tax strategies they rely on in their own practices.
MLPs are tax-efficient structures well suited to investing in real assets, particularly energy and infrastructure. Popularity and advisor interest in MLPs has soared in recent years, driven by solid historical facts. MLPs offer high returns, tax efficiency, and exposure to new asset classes. At the same time, investing in MLPs carries risks including interest rate risk as well as dislocations caused by the drop in the price of oil.
Get smarter about managing your staff, communicating with clients, developing a strategic plan, charging clients and, ultimately, running a more profitable practice. To help independent advisors run more effective businesses, Financial Planning has lined up a panel of practice management experts; we'll offer some of the best ideas that advisors can put in place immediately to sharpen their bottom-line performance.
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