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.
As compliance costs mount and service expectations increase, more advisors are finding that they need greater scale to build a sustainable business that offers value to clients and (and to the planners themselves). Yet hiring employees brings its own challenges, including scarcity of talent and rising salaries.
The big data revolution is upon us, promising to revolutionize the financial services industry. Yet, while it makes sense that data can reveal trends and trigger insight, it is less clear just how to pull this off. Managing, sorting, distributing, and analyzing a mountain of data in an efficient and secure manner is no small task.
Many bank advisors are in the same demographic as their clients: they're winding down their careers and facing their own retirements. Meanwhile, other mid-career and veteran advisors are looking for ways to monetize their books as independent advisors are able to do.In addition, many banks are facing major challenges in attracting young advisors, as well as retaining their mid-career and veteran FAs. We'll talk to the experts about what banks can do about this coming "talent shortage." That is, how can banks keep their best advisors and build their networks?While many institutions acknowledge the need for more advisors, they are still unable to staff up. It all makes for a difficult situation in the bank advisor channel and we'll explore all these ideas and how they can impact banks' recruiting efforts.
Closed-ends funds are in many ways the ideal vehicle for generating retirement income, which is why they are attracting so much advisor interest. At the same time, there are more moving parts to a closed-end fund than a typical mutual fund, and they are also quite different from ETFs.
Your branding says everything about the kind of advisory work you have to offer a client, and you cannot afford to miss out on reaching multiple generations of potential business.
Advisors today have opportunities to approach a wider audience. Your brand needs appeal to reach baby boomers, while connecting with Gen X'ers at the same time Your branding also cannot leave out millennials, a group which studies have shown remains under served by today's wealth management 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