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 us for a webinar on August 6th 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 will 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, 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.
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.
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.
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.