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From May 11 to May 14, advisors affiliated with SagePoint Financial gathered for the 2010 National Education Conference in Orlando, FL. During the conference, advisors heard the latest news from SagePoint executives and listened to industry experts share their views on topics from Social Security to real estate during the many educational sessions offered. The conference also provided an excellent opportunity to learn from, and network with, other advisors.Below are photo highlights from the event.
May 28
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What does an advisor need to do to get a sales assistant and who pays for that person? Experts at our Retirement Roundtable explore these and other questions in the final installment of a six part podcast.
May 20
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Acknowledging that regulatory guidance to limit banks' concentration in commercial real estate has failed, Comptroller of the Currency John Dugan said Friday that the banking agencies will issue new, tougher standards.
March 22 -
On Wall Street, Top 40 Advisors Under 40
December 11
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Bank Investment Consultant Top 50 Bank Reps 2009
December 1
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On Wall Street magazine's annual listing the Top 40 Advisors Under 40
November 23
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On Wall Street magazine and MainStay Investments present the second annual Branch Managers of the Year.
October 2
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The retail investment arm is launching a new high-net-worth wrap product that allows financial advisers to build, manage and customize portfolios of funds and individually managed accounts.
October 31
