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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
Article
Ken MacCuish, Intralinks

A couple of years ago, the title Chief Information Security Officer, or CISO for short, was a foreign concept within the hedge fund community. The winds have changed, however, as hedge funds become increasingly targeted by cyber hackers, causing many to hire a CISO to uphold the network integrity of the firm.  ... »

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Sovereign Wealth Funds

Sovereign wealth funds, though small in number and secretive in nature, wield considerable influence as investors as a result of their sizeable assets under management. This extract is taken from Preqin’s latest report which features exclusive content from the 2015 Preqin Sovereign Wealth Fund Review.  ... »

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The North American private debt industry has seen substantial growth in assets over the last decade. This extract from the Preqin Special Report: Private Debt in North America looks at the current state of private debt fundraising and funds currently in market. ... »

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State Street Global Advisors – Volatility and the benefits of downside protection strategies

State Street Global Advisors has unveiled the results of an in-depth survey of 420 senior executives within global private and public pension plans, endowments, foundations and sovereign wealth funds, summarised in this keynote Hedgeweek Special Report... »

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