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Financial services industry webinars.

  • Apr. 30, 2013
    Education

    How to Succeed Online

    Today most advisors fail to maintain a winning online presence. Attend this webinar and learn how to beat the odds and create an irresistible web strategy! Join us as we discuss best practices for creating a compliant website that delivers long term, measurable results. We will cover a simple 3-stage process aimed at allowing you to maximize the value of your web presence. You'll learn:...More
  • Apr. 22, 2013
    Education

    Next Generation Strategies: Securing the Assets of Clients' Adult Children

    According to recent research*, 70% of financial advisors consider it very important to recruit their clients' adult children. However, only 29% of the same advisors have a specific strategy for obtaining their business....More
  • Mar. 27, 2013
    Education

    Making Social Media Less Painful—And More Profitable

    We hear it all the time: Social media and compliance just don't mix. But, with the new tools and processes presented in this webinar, you'll discover how easy it is to execute effective social media strategies and measure the success of your website and e-marketing efforts....More
  • Mar. 13, 2013
    Education

    Using Preferred Securities To Find Relative Value In Fixed Income

    A discussion with Cohen & Steers' head of Fixed Income Bill Scapell....More
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Absolute Perfection

This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's. 

Image courtesy of  Christie’s Images Ltd. 2013

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Life after wirehouse? 1

After 18 months in the industry, all at WFA, I will be leaving the firm. I have not had great success at a wirehouse. It started well in the apprentice period and the first 6 months, but I missed my hurdle at the 9 month mark and have been scraping by ever since. After taking a further look at the requirements for the next 3 years, I realize that my head is going to be on the chopping block for most of that time barring someone in my network hitting the Powerball. I take full responsibility for this, but I will add that my firm has offered me little, if any, support at the local level....More
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The Numbers Behind Social Security

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Most Recent Blogs & Columns
May 17, 2013
blog

Walnut Street Team Turns Down Cetera Deal to Join Boutique IBD

A $145 million AUM team from Walnut Street Securities has turned down a retention deal from Cetera to join SCF Securities....More
May 16, 2013
User Submitted Content

The Checks Aren’t Always Equal: Why RIAs Should Tap Multiple Custodians for a Successful Practice

Challenging economic climates often bring unforeseeable opportunities. New opportunities could, of course, help your clients maximize their potential. With the evolution of new technologies, financial products and account needs, new custodians have emerged to provide specialized services....More

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