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?
How should clients tap their various types of accounts, 401(k); Roth IRA; IRA, etc., during retirement spend-down, from a tax perspective?
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 todayís 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.
Join Financial Planning and On Wall Street magazines for this online session that will bring clarification to the examination. Our experts will walk you through the most common threats advisors and planners are confronted with, and highlight important aspects of the SECís initiative to be aware of and prepared for.
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.