On Wall Street

Becoming a Social Advisor: The Next Generation Advisor

View this web seminar to learn how firms of all sizes can easily to move into a Social Enterprise and become a Social Advisor. You will hear directly from The Advisor Group on how they are using Salesforce to enable the next generation financial advisor.

Best Practices for Increasing Your Fee-Based Business

There has been a long-term shift in the industry toward fee-based business. But how do you propose a fee to clients, especially in a down market? How do you explain the benefits? We’ve surveyed our Top 50 Reps Advisory Board and now you can hear from them directly on the strategies that worked for them.

When Bad Things Happen to Good Portfolios: Rethinking Risk and Diversification

Accepted for 1* hour of CIMA^®, CIMC^®, CPWA^®, CFP^® continuing education credit

This webinar examines some of the underlying tenets of MPT that do not hold up well in reality – where experiment clearly disagrees with guess – and summarizes several of the new ways investors and advisors are thinking about risk, diversification, and intelligent portfolio construction.

Low Volatility ETFs: Decrease risks and increase returns

Standard and Poor's have created a series of indexes designed to mitigate risk through the use of low volatility equities. S&P will be discussing the low volatility strategy, its performance in different market environments, and its prospects for mitigating risk and improving returns within an investor's portfolio.

Technology Integration Can Boost Advisor Revenue up to 30%

Learn how outsourced technology integration can help provide significant benefits, including improved productivity and efficiency that can boost advisor revenues by 30%. Against the backdrop of an increasingly competitive wealth management environment, it is more important than ever that RIAs operate lean, efficient businesses allowing them to focus time on relationship management and prospecting.