Sign up for free newsletter


Winning in IRA Rollovers

Event : Winning in IRA Rollovers

Mon, 15/09/2014  
Conducted by : Financial Research Associates
Contact : Whitney Betts

September 15-16, 2014​
8am – 12:00 noon EST
The Harvard Club of Boston

Attend the best meeting in the rollover market with leaders in the industry from Charles Schwab, Fidelity, E*Trade, TIAA-CREF, Great-West Financial, Voya Retirement Advisors, and the Capital Group for discussions on the prioritizing relationships in the market, strategies and tactics for engaging disparate population segments, optimal communications with plan sponsors, and behavioral economics and product and platform development.

Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer

Top Reasons to Attend:
Gain clarity on the size and opportunities in the IRA rollover market based on current metrics and future projections
 Judge and evaluate specific and actionable tactics on growing market share and retaining assets with current resources
Benefit from the insights of industry leaders on the current challenges in the market, regulatory changes, and the shaping of the culture of retirement investing
Receive insights into a well-integrated marketing program that covers a heterogeneous market
Discover how to engage Gen X and the Millennials
Find out what products and services appeal to pre-retirees
Hear how to successfully build mindshare with retirees earlier in the life cycle
Learn effective and complaint ways to communicate with plan sponsors
Understand the behavioral economics behind product choices and investor engagement
Engage nationally-ranked Independent Financial Advisors on their client interactions around retirement 

Click here to view the conference brochure
Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer.

For more information, please contact Whitney Betts at 704-341-2445


Alt assets research


Alternative methods of accessing the private real estate market, including separate accounts, joint ventures and co-investments, are under the spotlight in this extract from the Preqin Investor Outlook: Alternative Assets, H2 2015. ... »


Richard Ansyet, Intralinks

Over the last 10 years, organisations have undergone a wholesale change in the way they run their businesses. Thanks to cloud-based platforms, wireless Internet, and the proliferation of desktop and mobile device applications, the perimeter of most businesses has moved beyond the four walls of their office. This has revolutionised the way people work: no longer tied to their desks they can be equally as effective aboard an aircraft or sitting next to the beach on vacation.  ... »


Locked door

Cybersecurity issues have existed as long as the internet. What seems to have changed in the last 18 months is not only that the nature of the breaches has become more sophisticated, but also the fact that hedge funds have become a much bigger target.  ... »

Special report
Malta Alternative Investment Fund Services 2015

Read why alternative investment vehicles are lining up to set up in Malta not just as AIFs but also increasingly as AIFMs; the types of of managers and funds using Malta as their springboard into the EU; and, the various structures available to managers... »

Special report
How to Access Europe using third party AIFMs

Read how managers seeking to distribute in Europe can appoint a third party AIFM (or ManCo), and the fund distribution benefits this can bring, both for new fund launches and redomiciled funds... »

IG Credit Trader - Investment Bank

Mon, 05 Oct 2015 00:00:00 GMT

Credit Desk Analyst- Sell Side Investment Bank- NY

Mon, 05 Oct 2015 00:00:00 GMT

Institutional Equity Research Sales- Senior Level

Mon, 05 Oct 2015 00:00:00 GMT

8 hours 8 min from now - London
8 hours 8 min from now - New York
6 days 8 hours from now - New York
1 week 5 days from now - New York