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.
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.
The digital wealth management revolution is here. Digitally savvy investors are approaching their finances in ways that are radically different from their parents. More conservative and less trusting, this population is abandoning traditional brick and mortar providers for financial technology apps.
The signs of change are everywhere. Sophisticated financial planning and investment portfolio management services are popping up as fun and intuitive apps that take seconds to install. Wealthfront, a Palo Alto-based automated investing startup that targets young digitally savvy investors, has grown to $1 billion in assets under management in less than two-and-a-half years .
Join us for a webinar on August 6th featuring conversation between John Bird, Yodleeís Senior Director of Product Marketing, and Sophie Schmitt, Senior Analyst for the Wealth Management Team at Aite Group, focusing on 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, and ultimately drive more assets under management.
Financial planners, as well as the asset management industry, are encouraging a move to alternative investments, following the example set by institutional pension funds.
After years of research, the national leaders in Social Security strategies have developed a new process to identify and compare Social Security strategies. This approach improves your advice quality and is more efficient for the advisor. Join us to learn more and find out why rules of thumb donít always work when coming up with the right strategy for your clients.
Deciding which account to tap first when someone retires is less straightforward than normally assumed, once income taxes and beneficiaries are taken into account. There is no one right answer, but an optimal approach is often a blended one that takes assets from different accounts in a way that minimizes current and future income taxes.
This seminar will explore high-level strategies for the bank advisory program as well as some tactical level, actionable advice for the individuals in the industry.
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.