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Events

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.

 Web Seminars

 Podcasts

 On Wall Street Events

 Industry Events

Web Seminars

  • Live Broadcast Web Seminar: ETF Administration

    September 10, 2010  12pm ET

    The ETF industry is gearing up for a second wave of growth. As ETFs diversify beyond index funds to embrace active management and a long list of targeted, sector-specific offerings, they will present novel challenges for investment company back offices — from pricing, to tax implications and a whole host of accounting needs.

    Register Now

  • Creating the “Tax-Efficient Frontier”

    September 16, 2010  2pm ET / 11am PT

    Join Whitepaper author David Lau to learn how you can create the “Tax-Efficient Frontier” by deferring taxes on assets such as bonds, which generate ordinary income, or actively managed funds, which produce short term capital gains, to help your clients potentially earn higher returns and accumulate more wealth for retirement.

    Register Now

  • Exploring the Fiduciary Opportunity

    July 27, 2010  4pm ET

    During this educational web seminar, industry experts will discuss the latest word from Congress on regulatory reform and its possible implications for financial advisors. The hour-long session highlights results from a study of both advisors and investors on fiduciary duty, and look at ways in which advisors can better align their practice with a high fiduciary standard.

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Click here to see the entire podcast library from our Financial Behavior in Retirement Conference

Podcasts

  • Identifying Your Target Market Niche

    August 25, 2010  

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  • Elite Advisor Test Podcast Title

    August 24, 2010  

    This is a test of the emergency broadcast system. This is only a test. If this were an actual emergency, the alert you just heard would be followed by an official message from state and local authorities. This is only a test.

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  • Women Advisors Forum New York: Panel Discussion: Secrets of Rainmakers

    June 10, 2010  

    • The Do's and Don'ts of attracting affluent clients
    • Bringing the Art of the Deal to Top-Notch Levels
    • Cultivating New Associations in the Pipeline Process
    • Building Your Star Performer Image
    • Success Strategies & Value Victories
    • Gaining the Power of the Purse- Affluent women increasingly now control their family’s wealth management

    Alyssa Moeder, CFP Senior Vice President – Investments, MERRILL LYNCH
    Geri Eisenman Pell, CFP®, MBA, Private Wealth Advisor Ameriprise, Senior Financial Advisor, GERI PELL & ASSOCIATES , AMERIPRISE FINANCIAL
    Margaret Starner, CFP® Senior Vice President, Financial Planning, STARNER GROUP OF RAYMOND JAMES & ASSOCIATES
    Joan Valenti, CFP® Financial Consultant, LPL FINANCIAL
    Jaleigh White, Senior Vice President, Manager Director of Client Experience, Wealth Planning & Family Office Services, FIFTH THIRD

    Register Now

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On Wall Street Events

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