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Events
September 22, 2011
Aite Webinar: Blurring the Lines: the Impact and Importance of Self-Directed Investing in Wealth Management
With Alois Pirker, Research Director at Aite Group and Joe Stensland, SVP & Managing Director of Wealth Management Solutions at Scivantage
Thursday September 22nd @ 4PM
With Alois Pirker, Research Director at Aite Group and Joe Stensland, SVP & Managing Director of Wealth Management Solutions at Scivantage
Thursday September 22nd @ 4PM
October 4-5, 2011
Kehrer-LIMRA Bank Brokerage Operations & Technology
Royal Sonesta Hotel
New Orleans, LA
To ensure you make the most out of your visit, please contact us to arrange a meeting.
Royal Sonesta Hotel
New Orleans, LA
To ensure you make the most out of your visit, please contact us to arrange a meeting.
October 19, 2011
Webinar: Cost Basis Reporting Assessment: Beyond Technology – Are you Fully Prepapred?
With Martin Bentsen, Senior Advisor, Cost Basis Practice at Jordan & Jordan and Cameron Routh, Senior Vice President, Strategic Products at Scivantage
Wednesday October, 19th @ 4PM
With Martin Bentsen, Senior Advisor, Cost Basis Practice at Jordan & Jordan and Cameron Routh, Senior Vice President, Strategic Products at Scivantage
Wednesday October, 19th @ 4PM
November 2-4, 2011
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