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.
Many millennials bring different skills and expectations to the work place.
Strategies from the industry's top firms can benefit your practice, help you serve your clients better and build your firm's value for an eventual sale or for a transfer to the next generation of leaders.
Life insurance and the insurance market is changing.
Almost every firm does succession planning differently. Do it well and you could build a firm that will survive for generations.
Join this webinar as industry experts explain the theory behind smart beta, when the strategy works and when it doesn’t; and finally new best practices in terms of allocations to smart beta products.
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