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.
MLPs are tax-efficient structures well suited to investing in real assets, particularly energy and infrastructure. Popularity and advisor interest in MLPs has soared in recent years, driven by solid historical facts. MLPs offer high returns, tax efficiency, and exposure to new asset classes. At the same time, investing in MLPs carries risks including interest rate risk as well as dislocations caused by the drop in the price of oil.
Get smarter about managing your staff, communicating with clients, developing a strategic plan, charging clients and, ultimately, running a more profitable practice. To help independent advisors run more effective businesses, Financial Planning has lined up a panel of practice management experts; we'll offer some of the best ideas that advisors can put in place immediately to sharpen their bottom-line performance.
Banks are in a tough staffing position and there's no obvious short-term solution. Simply put, banks do not have enough financial advisors to generate the fee income they need in this low-rate environment. While many institutions acknowledge the need for more advisors, they are still unable to staff up.
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.
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