Las Vegas—“How do advisors find the time to do all that your research is telling them to do? There seems to be a lot required to meet the expectations of today’s affluent investor,” asked an advisor during the Q&A following my presentation. “Your research can be quite intimidating.”...
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Rep. Radio
Take a listen to our new podcast series on Direct Investments (investment in hard assets), featuring discussions of non-listed REITS, equipment leasing and oil and gas programs.
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Sean Walters, CEO of IMCA
Sean Walters at the IMCA 2012 national conference on membership growth, lobbying and the changing regulatory environment.
The Independent Sourcebook
Profiles and fact sheets of independent broker/dealers and registered investment advisories (RIAs), an outsourcing guide, listings of compliance/regulatory consultants, securities lawyers, recruiters, back-office technology offerings and asset management platform providers.
Client Prospecting Snapshot
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Trust & Estates
Trusts & Estates is the monthly journal for estate planning and wealth management professionals.
National Real Estate Investor
National Real Estate Investor is the leading authority on commercial real estate trends.
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