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.
Your Independence Day will focus on advisors who are considering leaving the employee advisory channel. Whether you're at a wirehouse or a regional broker-dealer, you've heard of the allure of independence. There are those advisors who relish the thought of being their own bosses. Our panel of former advisory employees and experts will detail the nuances of becoming a registered independent advisor. What are the plusses? The pitfalls? Check into our webinar and find out before making the move.
How should clients tap their various types of accounts, 401(k); Roth IRA; IRA, etc., during retirement spend-down, from a tax perspective?
Banks have had a tough time fitting retail securities into their traditional business mix. The challenge partly stems from a long-standing misperception that retail brokerage would not benefit their wealthy clients. This web seminar, presented by Cetera Financial Institutions and Bank Investment Consultant, will show you how these various business lines can be integrated and create a better customer experience while also generating higher profits for your institution.
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.
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.
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.