Upcoming Events

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Quarterly Compliance Essentials Webinar

May 5, 2021 12:00 pm - 1:00 pm
Join us for our quarterly webinar focused on continuing education around Compliance Operations key topics. Stay abreast of hot topics like common audit findings that result in deficiencies, IRA Rollovers, annuity orders, and general compliance updates. During this interactive 1 hour call, our Compliance team will share case studies and ... Read More

May Portfolio Consulting Speaker Series: Jason Brady, CFA, President and CEO of Thornburg Investment Management

May 12, 2021 1:00 pm - 2:00 pm
During this webinar, we will hear from Jason Brady, CFA, President and CEO of Thornburg Investment Management as he discusses the almost unprecedented challenges inherent in today’s bond market, as well as strategies to navigate the complexities. Jason will also provide insight around the risk and reward characteristics across various ... Read More

Client Service in a New Normal

May 25, 2021 1:00 pm - 2:00 pm
While client service continues to differentiate elite teams, how it’s being delivered has changed significantly over the last year. The entire industry has been forced to evolve, learning how to connect with clients and provide value remotely. In this lively session geared towards administrative and operational professionals, we’ll discuss how ... Read More

June Portfolio Consulting Speaker Series: Michael Collins, CFA, Managing Director and Senior Portfolio Manager, PGIM

June 15, 2021 1:00 pm - 2:00 pm
For our June call, the Portfolio Consulting team will be joined by Michael Collins, CFA at PGIM as he discusses The Golden Age of Credit. Global Credit Markets are one of the more complicated asset classes in Global Capital Markets. Michael will be discussing his economic views and insight in ... Read More

July Portfolio Consulting Speaker Series: Brian Wesbury, Chief Economist at First Trust Portfolios

July 22, 2021 1:00 pm - 2:00 pm
We are excited to announce that Brian Wesbury, Chief Economist at First Trust Portfolios will be joining the Portfolio Consulting team on July 22nd to discuss a range of topics. During the call, Brian and the team will cover: Interest rates and making smart investments today Being mindful of the ... Read More

Quarterly Compliance Essentials Webinar

August 4, 2021 12:00 pm - 1:00 pm
Join us for our quarterly webinar focused on continuing education around Compliance Operations key topics. Stay abreast of hot topics like common audit findings that result in deficiencies, IRA Rollovers, annuity orders, and general compliance updates. During this interactive 1 hour call, our Compliance team will share case studies and ... Read More

Quarterly Compliance Essentials Webinar

November 3, 2021 12:00 pm - 1:00 pm
Join us for our quarterly webinar focused on continuing education around Compliance Operations key topics. Stay abreast of hot topics like common audit findings that result in deficiencies, IRA Rollovers, annuity orders, and general compliance updates. During this interactive 1 hour call, our Compliance team will share case studies and ... Read More