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INSITE™ 2013, Pershing's Financial Solutions Conference

June 5th - 7th, 2013 - Hollywood, FL
The premier industry event for success-minded advisors. Join us for three not-to-be-missed days and walk away with specific and powerful ideas to help your business grow today and tomorrow....More
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Conference

Morningstar Investment Conference

June 12th - 14th, 2013 - Chicago, IL
What is the state of the market? Where should you invest in it? We'll help answer those questions and more as we bring together a first-rate lineup of asset managers, advisors, executives, and strategists who are leaders in their respective fields. As an advisor, you will get ideas on how to maximize income, minimize risk, invest globally, and develop solutions to help you better serve your clients....More
Conference

IMN Non-Traded REIT Industry Symposium

June 20th - 21st, 2013 - New York, NY
The dynamic Non-Traded REIT industry continues to rapidly evolve. Several Non-Traded REITs have gone full cycle and more exits are on the horizon with an unprecedented combined liquidity of around $40billion. A wire-house has entered the market for the first time, opening up a critical distribution channel for the product. Consolidation continues amongst broker/dealers and some seasoned product sponsors have left the market. The pace of change is quickening and the various stakeholders must adapt or leave....More
Conference

Outsourced CIO Summit

June 22nd - 24th, 2013 - Miami Beach, FL
Are you considering outsourcing all or part of your investment management functions? If so, you can’t miss this unique event that delves into the specifics of investment outsourcing. This the ONLY event that focuses in-depth on the key issues involved in deciding to outsource: governance and policy issues, various outsourcing models, vendor selection, due diligence, and much more. Plus, you’ll hear case studies from investors who have gone through the process themselves!...More
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Bank Guarantee For Lease

We are direct provider for BG/SBLC specifically for lease, at leasing price of (5.0 + 0.5 + X)% of face value, Issuance by HSBC London/Hong Kong or any other AA rated Bank in Europe, Middle East or USA. Our BG/SBLC Financing can help you get your project funded, loan financing by providing you with yearly renewable leased bank instruments....More

Insurance vs. Investment

Hey I just quit my job as an assistant to an FA (long story...) Was thinking of going into the insurance side, and then use it as a leverage to get in the training program of a canadian bank on the investment side. I talked to insurance agents at my old firm, commission seem to be comparable  and the market larger yet it seems the investment side attracts far more applicants.  So what made you choose insurance over invesment?  Did anyone make the transition from insurance to getting investment-liscenced properly?...More
Retirement Planning Snapshot

The Numbers Behind Social Security

Most Recent Blogs & Columns
May 24, 2013
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Advisors on the Move

Wunderlich Securities, Janney Montgomery Scott, Rothschild and Schechter Wealth Management boosted their ranks recently with fresh recruits, while others like Chase and NFP promoted executives from within to take on new responsibilities....More
May 23, 2013
blog

The Blotter Report: Legal Legwork Pays Off

Federal and state prosecutors, as well as several New York law firms, have put the screws to advisors this week. Back in the U.S., a former stockbroker who fled prosecution for a pump-and-dump scheme was hit with a 7-year jail sentence this week, while FINRA and Massachusetts levied multi-million fines against some of the biggest independent broker-dealers....More

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