Sent from my Verizon Wireless BlackBerry
From: "InvestmentNews Events" <investmentnewsevents@e.ccialerts.com>
Date: Mon, 27 Oct 2014 17:34:25 -0000
To: <mainandwall@gmail.com>
ReplyTo: "InvestmentNews Events" <support-b9b5f6mav54hkjauzqw0rbwbjug529@e.ccialerts.com>
Subject: NEW WEBCAST – Why Wall Street veterans are going independent
| |
 | Why Wall Street veterans are going independent Thursday, November 13, 2014
4:00 p.m. - 5:00 p.m. ET The shift to independence is in full swing as top wirehouse brokers continue to migrate to the independent model. But what's drawing advisers from Wall Street to Main Street? Join InvestmentNews for a live, interactive webcast with CNBC correspondent Guy Adami, the chief market strategist for Private Advisor Group, as he reveals his thoughts on this trend to independence and interviews three advisers who have recently made the switch. Topics to be discussed include: - The key drivers for making the decision to go independent
- How to successfully outsource the role of compliance
- First hand feedback on the actual transition from the folks who have done it
- Best practices and more
Accepted by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Attendees may submit questions before and during the live event.
A free and invaluable resource. Sponsored by: | | MODERATOR | | 
| Matt Ackermann
Director of Digital Content
InvestmentNews | SPEAKERS | | 
| Guy Adami
Chief Market Strategist
Private Advisor Group
Contributor
CNBC FastMoney | | 
| William C. Calvert
Managing Partner Heritage
Investment
Partners, LLP | | 
| Frank Euvino
Managing Partner
Euvino Barbara
Private Wealth
Management | | 
| Dan Pollizano
Managing Partner Pinnacle
Advisors Wealth
Management | | |  | |
|
No comments:
Post a Comment