Financial Advisor Magazine

08/07/2024

PODCAST: The Rumble In The Jungle Has Begun

Listen to Ray Sclafani and Mark Hurley discuss what's happening now in the financial services industry: Sovereign debt; SEC regulations; DOL fiduciary rule; lawsuits and the challenges of organic growth. https://www.fa-mag.com/contrasting-viewpoints-ep5

06/07/2024

Join us for a game-changing webcast: "Empowering Business Owner Conversations" sponsored by John Hancock Investment Management.

Featuring Justin Clarke and Andy McFetridge CPWA® CEPA® CRPC®, discover how to unlock the massive potential in working with business owners. Learn key insights and strategies to become their most trusted advisor during liquidity events.

Don't miss out on this invaluable opportunity to elevate your practice and build lasting relationships with business owners. Register now.

https://event.on24.com/wcc/r/4583886/9CAC92D9044AD1764013304E3611DE2C?partnerref=FASocial

05/31/2024

Join us for a thought-provoking discussion on the latest economic trends and their impact on investments.

Gain valuable insights from John Hancock Investment Management portfolio managers as they explore the outlook for bonds and stocks heading into summer. Don't miss your chance to engage in live Q&A with industry leaders and enhance your investment strategy.

Reserve your spot now:

Tuesday, June 04, 2024 at 1:00 PM Eastern Daylight Time.

05/23/2024

Explore the world of Ethereum, the second-largest crypto asset, with Bitwise Asset Management Senior Research Analysts Ryan Rasmussen and Juan F. Leon, CFA.
https://event.on24.com/wcc/r/4594311/2103AB3F01878516299804C9A7AC289A?partnerref=FASocial

Discover the unique features and potential of Ethereum, from its innovative blockchain structure to its role as a revenue-generating asset. Join us as we explore key topics essential for financial advisors navigating the crypto landscape.

https://event.on24.com/wcc/r/4594311/2103AB3F01878516299804C9A7AC289A?partnerref=FASocial

05/14/2024

Join us for a thought-provoking discussion on the latest economic trends and their impact on investments, sponsored by John Hancock Investment Management.

Gain valuable insights from Manulife Investment Management portfolio managers as they explore the outlook for bonds and stocks heading into summer. Don't miss your chance to engage in live Q&A with industry leaders and enhance your investment strategy.

Reserve your spot now:

Tuesday, June 04, 2024 at 1:00 PM Eastern Daylight Time.

05/07/2024

Explore the future of wealth management with us. Join Russ Prince and Jerry D. Prince for a webcast on the transformative impact of and learn how to thrive in 2030 and beyond.
Secure your spot now:

Thursday, May 23, 2024 at 2:00 PM Eastern Daylight Time.

04/24/2024

Top News: DOL Approved New Fiduciary Rule -- The Department of Labor finalized its new Retirement Security rule today, expanding the definition of fiduciary to include brokers and insurance agents in a bid to protect retirement investors from conflicts of interest.

Read the full article here by Tracey Longo Lawrence, Washington Editor and Columnist of FA Magazine:

The controversial rule expands the fiduciary requirements when clients are given advice on retirement account rollovers.

04/15/2024

Join us for a thought-provoking discussion on market history and client investing strategies, presented by John Hancock Investment Management. Learn time-tested principles to navigate uncertain times and elevate your practice. Reserve your spot for our complimentary webcast on May 8th at 1:00 PM EDT with Zach Flechtner and Jason McKinney, CRPC®.

Wednesday, May 08, 2024 at 1:00 PM Eastern Daylight Time. Join us for a thought-provoking discussion on market history and client investing strategies. Learn time-tested principles to navigate uncertain times and elevate your practice. Reserve your spot for our complimentary webcast on May 8th at 1:...

04/10/2024

Join us for a must-attend event: Ed Slott, CPA’s Mid-Year IRA Planning Opportunities 2024! Get exclusive insights and expert guidance from America’s IRA gurus to optimize your clients' tax strategies and secure their financial future.

🗓️ Date: Tuesday, May 14, 2024
🕐 Time: 1:00 PM Eastern Daylight Time
⏰ Duration: 1 hour

Discover proactive tax strategies, navigate RMD challenges, and unlock the power of QCDs for your clients' benefit. Don't miss this opportunity to revitalize your business momentum for 2024!

Register now to secure your spot: https://event.on24.com/wcc/r/4549633/6C248C3DC7048333770CD97F38BF1D43?partnerref=FASocial

Tuesday, May 14, 2024 at 1:00 PM Eastern Daylight Time.

04/04/2024

Explore the intricate dynamics of client-advisor relationships. While many advisors believe they share a strong personal bond with their clients, research suggests a significant gap in client perception.
April 25 at 2:00PM ET.
https://event.on24.com/wcc/r/4542626/6A8A4FCDD54F3EA94028011396D9B1DC

In this webcast, we'll uncover the root causes of this discrepancy, drawing insights from J.D. Power's latest research. Gain insights into refining your client engagement strategies, ensuring that clients fully grasp the depth and significance of financial guidance.

Don't miss this opportunity to enhance your client relationships and drive organic growth with Craig Martin, Executive Managing Director, Global Head of Wealth & Lending Intelligence at J.D. Power, and Erinn Ford, EVP, Advisor Engagement at Osaic.
https://event.on24.com/wcc/r/4542626/6A8A4FCDD54F3EA94028011396D9B1DC

Thursday, April 25, 2024 at 2:00 PM Eastern Daylight Time. Explore the intricate dynamics of client-advisor relationships. While many advisors believe they share a strong personal bond with their clients, research suggests a significant gap in client perception. In this webcast, we'll uncover the ro...

03/21/2024

Financial health is a crucial part of your overall well-being and healthcare program. Understanding your finances, from investing to assembling the right finance team, is an act of self-care. https://apple.co/3vcrg7f

-- Dive into the relationship between health and wealth on Heal Squad x Maria Menounos. Episodes 834 and 835 feature Nicole Lapin, renowned financial expert and host of Money Rehab.

Maria and Nicole discuss achieving financial stability and security to pave the way for a healthier and more fulfilling life.

Listen now! https://apple.co/3vcrg7f

03/11/2024

It's not too late to register for Invest In Women 2024. Warm up in West Palm Beach March 12-14 🌴https://faconferences.com/iiw24/