Sign up for free newsletter

 

Capturing IRA Rollovers & “Money in Motion”

Event : Capturing IRA Rollovers & “Money in Motion”

Thu, 17/10/2013  
Conducted by : Financial Research Associates
Contact : Kathie Eberhard

Join seasoned veterans and industry leaders as they address strategies to achieve aggressive growth and increased retention through Plan Transfers and IRA Rollovers. Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer.

Top Reasons to Attend:
• Learn how to acquire more rollover assets through better marketing and service to intermediary distributors
• Find the best techniques for establishing and managing relationships with the ever-important advisor channels
• Learn about major changes to regulations affecting the retirement industry directly from the responsible government agencies
• Hear from the experts on the current state of the market: Understand how the industry is evolving and what you should know to capitalize on that evolution
• Learn how the industry leaders are differentiating themselves—the key to success in this inundated market
• Bring home new and useful methodologies to maximize success
• Expand your network of industry contacts

Click here to visit the event website.
Click here to view the full agenda.

Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer.
For more information, view the conference brochure  or contact Kathie Eberhard at 704-341-2439  

 


features
Special report
State Street Global Markets – Fund Connect

This Special Report unveils the ways in which State Street Global Markets' Fund Connect ETF platform is bringing new levels of efficiency to the the ETF marketplace, and includes expert comment from the perspective of an AP... »

Article
Survey

In an excerpt from the Preqin Investor Outlook: Alternative Assets H1 2015, exclusive Preqin survey results reveal that while industry performance has been poor, investors remain committed to the asset class. ... »

Article
Up arrow

In an excerpt from the Preqin Investor Outlook: Alternative Assets H1 2015, the spotlight is on investors’ attitudes towards alternative private real estate exposure.  ... »

Article

Fund managers and investors are in a tug-of-war over the issue of transparency. Once content with a performance update, basic valuation and general market commentary, Limited Partners (LPs) are now digging deeper, asking more questions and requiring more information from General Partners (GPs) than ever before. ... »

Special report
Switzerland Hedge Fund Services 2015

Switzerland Hedge Fund Services 2015

Tue, 24/02/2015 - 19:14

New regulations are allowing hedge fund managers and institutional investors to take advantage of fresh opportunities in the Swiss market, from innovative new fund platforms to new fund strategies and structures that provide significant portfolio diversification opportunities... »

latestjobs
Senior Network Engineer

Fri, 06 Mar 2015 00:00:00 GMT

Senior C++ Engineer Greenfield Development

Fri, 06 Mar 2015 00:00:00 GMT

Senior Hadoop Developer

Fri, 06 Mar 2015 00:00:00 GMT

events
2 days 23 hours from now - Boston
3 days 9 hours from now - Tokyo
3 days 23 hours from now - Singapore
3 days 23 hours from now - London
specialreports