Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.
Whether you’re moving up from Quickbooks or have an enterprise level ERP, you know that you can’t mess around with tax compliance. Imagine getting ready for IPO or hit that big buy from a major Fortune 100 company – and then find that the acquisition tanks due to a major liability in mismanaged sales tax. Ouch! Unfortunately, we’ve seen it happen time and again.
Let us help you get your organization ready for the next growth phase that will put you into the three comma club. We’ve rounded up some top-notch tax experts with lots of experience working with public and private high-growth tech companies – and they’re not going to let you down in the clutch.
Tax partners Malcolm Ellerbe, David Sordello, and Jon Davies of the Silicon Valley company Armanino will sit down for an interactive chat with the VentureBeat audience – and are happy to take your questions as you navigate the ins and outs of sales tax in a mobile and startup culture.
In this webinar, you’ll:
* Gain greater visibility to common sales tax loopholes that often snag hot tech startups and entrepreneurs
* Determine whether sales tax is even an issue for your organization -- you might be surprised.
* Learn ways that international tax in growth stage companies can be the make or break point for that next IPO
* Get a high level overview of other tax considerations like net operating losses, impact of stock compensation, and the states that are currently taxing cloud computing services.
Malcolm Ellerbe, Tax Partner, Armanino
David Sordello, CPA, Corporate Tax, Armanino
Jon Davies, Tax Partner, International Tax, Armanino
Fortinet protects the most valuable assets of the largest financial services institutions across the globe. Learn how they provide high-performance protection against cyber-threats by hearing from security experts and key customers.
While investors want an efficient portfolio, and can obtain an efficient portfolio in principle, the reality is that many obstacles stand in the way of achieving this goal. Join our Global Equity team as they talk about ways to better target your investment objectives by focusing on strategies providing strong risk-adjusted returns, instead of concentrating risk in less-efficient strategies that take on high levels of active risk.
The team will discuss their research paper, Improving Active Risk Budgeting, which explores a common misconception of investors – the belief that overall equity portfolio risk is best managed by allocating the majority of the equity allocation to index strategies, while incorporating managers with a high level of active risk to generate outperformance. Our research found that in reality, such an approach often delivers inferior overall portfolio risk-adjusted returns.
Register now to secure your place and learn about a better way to maximize your risk-adjusted returns.
Join us for a live interactive webinar session where Paul Niederer, the CEO of the Australian Small Scale Offerings Board (ASSOB), will discuss how the world’s oldest equities crowdfunding platform has been able to remain FRAUD FREE after completing hundreds of raises in over 10 years in operation.
Webinar viewers will learn how to identify red flags before deploying capital on equity crowdfunding or marketplace lending platforms as well as gain an understanding of “Investor Commanded Transparency”.
A MUST-VIEW webinar for novice investors, experienced venture investors (especially FinTech investors), financial advisors, issuers, underwriters and regulators.
If you’re a software or high tech company ready to jumpstart your growth phase, do you understand how much of your limited resources are being sapped trying to manage the tax compliance for every transaction? We didn’t think so. Sales tax compliance is probably the last thing anyone wants to think about – and yet, it can make or break your revenue stream.
We’re talking to a VP of e-commerce of a major high end retailer, a highly sought-after sales tax guru and our own CFO, each of whom have solved the sales tax compliance equation – and have figured out a way to keep the government happy while streamlining their organizational process flow. By offloading these non-value add activities, business owners, CEOs, and CFOs can focus on what really matters – kicking up all kinds of revenue and adding value back into the business while making the competition weep into their pillows each night.
Join us for an interesting hour of real-life rock stars who have solved their nightmares with innovative sales tax compliance tactics and strategies. By registering for this webinar, you’ll
* See real world scenarios of several organizations who have mastered sales tax compliance and requirements
* Learn action items to prepare your organization to optimize non-value-add business admin activities and reporting time
* Get your questions answered regarding sales tax strategies by the industry’s top experts during our live exec roundtable Q&A
* Hear the latest update on the Congressional “internet sales tax” (Marketplace Fairness Act)
Scott Cohn, Vice President of eCommerce, Chinese Laundry
Lisa Serwin, CFO, VentureBeat
Jordan Goodman, Sales and Local Tax Partner, Horwood Marcus & Berk
Register today for this free learning opportunity with VentureBeat and Avalara
Around the world, investors are sailing into uncharted waters. As you adjust course to combat headwinds and take advantage of opportunities, Allianz Global Investors can help with a steady hand on the wheel and the guidance you need for the journey ahead.
A recent report suggested that nearly half of IFAs are recommending their clients invest in multi-asset investment funds. Increased market volatility appears to have resulted in more IFAs recommending these fund solutions. Despite their rising popularity, are multi-asset funds the panacea they appear to be? Are IFAs delegating too much responsibility for risk management and investment performance when opting for multi-asset funds, instead of constructing a portfolio of single-asset class funds? In this presentation, Martin will explore the arguments for and against the use of multi-asset funds for advised investment clients. His conclusions might surprise you.
What’s next for investors? Northern Trust’s Chief Investment Strategist Jim McDonald and Claire Meier, sovereign analyst for international fixed income will discuss our long-term investment outlook. Learn about:
• The key investment themes you’ll want to watch in the years ahead
• Our 5-year economic and financial market return forecasts
• What it means for your investment portfolio
Join us on September 14 at 9:30 a.m. CT. Register now.
Pensions freedoms in the UK are now nearly 6 months old. Advisers have been adding value by helping clients make an informed decision on the choices available, but are all tools that are available to help in this process equally fit for purpose?
Understanding how the tools work and their limitations is a critical step both in providing compliant and robust advice, and in explaining the results to clients.
eValue explains the methodologies and limitations of the income planning tools provided to advisers to help advisers ask the right questions to become comfortable with the tools selected. The webinar covers:
- Why the modelling risks are so important in post retirement income planning
- The main types of forecast methodology and their limitations
- What to look out for when choosing your income planning tool
Great communication starts with great listening. And great listening starts with an inner listening called Mindfulness, a simple practice done 10-20 min. a day that makes an average communicator into a great one. Transform hollow interactions into engaged, dynamic relationships by being present and in the moment. Learn why successful organizations all over the world are bringing Mindfulness to the workplace. Developing inner awareness leads to productive relationship building, sharpening crucial skills in management, improving sales & operations at successful firms. Win the trust across the spectrum of those you communicate with, from clients to colleagues, employees to senior management, in every interaction.
You Will Learn:
1.What Mindfulness is & why it is useful in the business world.
2.How this simple practice enhances self-awareness, making one a potent & attentive listener.
3.How to be 100% in the present moment, focused, free of distractions.
4.A 5-phase process that leads to effective communication & deep trust, yielding sustainable professional & personal relationships.
5.How Mindfulness training has been embraced across industries, including health, financial services, technology, government, journalism, entertainment, social services, think tanks, law enforcement, the military & education. (Google, Apple, Aetna, Virgin, Madison Wisconsin Police Dept, Congress, & House of Commons.)
Can’t Miss Takeaway:
•Learn the daily practice of Mindfulness & how it delivers practical benefits.
•Have access to an audio guide to a daily Mindfulness practice.
•Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness & The Art of Inner Listening.
Who Should Attend?
Anyone who wishes to be more effective in their communication skills, with greater control, clearer focus, more patience, flexibility & skill, greater leadership & access to intuition, values, creativity, & managing stress & difficult emotions with poise.
With the recent rollercoaster ride that the Dow Jones Industrial Average has taken, much has been said about the future of the markets and where investors should put their money.
From multi-asset fund strategies to interest rate decisions, listen in as Lee Robertson, CEO & Chartered Wealth Manager at Investment Quorum, shares his thoughts on the current market situation and gives his tips on how to take these changes on in stride.
The past 48 hours have shown high levels of market volatility around the globe. Join our chief investment strategist, Jim McDonald after the U.S. markets close to learn more about the day's market activity, its impact and our views for the coming days.
Earnings season is underway and has seen a very strong Q2 reporting season for the holdings in the Resolution Capital Global Property Securities Fund. The REITs are enjoying record levels of occupancy and income growth, against a still muted supply outlook. The U.S. apartment sector has been a notable performer given the favourable demographic changes in key U.S. Coastal locations. Transaction activity remains high and capital flows into direct real estate remain robust, which is also supporting underlying asset values.
This webinar will cover the following topics:
•Key Investment Themes
Panacea Adviser has teamed up with ‘ThoughtLeadership Live’ and John Joe McGinley of Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers on how to prepare your business for the future.
Panacea Adviser and Glassagh Consulting recently launched a new free guide for advisory practices entitled, ‘Getting Ready for the Future of Advice’.
This webcast looks at the various tools this guide covers and will walk you through how you can future proof your business and ensure you identify, respond and develop to manage industry changes.
We will also look at future trends and how business tools can be used to plan for the future in a positive and profitable manner.
Traditional Marketing + Digital Marketing + Social Media Marketing = Fusion Marketing!
If you are still calling yourself a “Social Media Expert” then you’re announcing to the world that you have been left behind. If you’re an expert in Facebook and Twitter, then you’re trying to build a entire marketing strategy restricted to using only one or two tools available. Facebook is not a strategy. Twitter is not a strategy. If you’re still stuck looking at social media as a stand alone marketing technology, then you’ve been left behind.
The Fusion Marketing Bible is the next generation of marketing that brings our 6,000 years of traditional marketing, the exciting digital marketing tools of the Internet, and social media and fully integrates them into one seamless tool set that will accomplish every objective you set!
The Fusion Marketing Bible isn’t just about integration; it’s a totally new concept of “Interconnecting” all of your traditional and digital tools together! The Fusion Marketing Bible is about looking at all of your tools, campaigns, objectives, and conversion strategies first in two-dimensions, then taking your entire marketing strategies into the world of three-dimensions. This allows you to look at everything you do in marketing in a completely different way.
The Fusion Marketing Bible, now #3 on Amazon, comes from Lon Safko, the author of the internationally best selling book; The Social Media Bible, #1 on Amazon. Join Lon Safko and host Meridith Ellitott Powell as you learn to transform your marketing strategy in this high-energy and cutting-edge webinar!
Philip Baker QC and Roy Saunders review the recently announced BEPS Deliverables, providing insight into the practical implications of the new measures and how international businesses will need to adapt.
Professor Ricciardi discusses behavioral finance, the psychology behind risk-taking, what makes individuals feel the way they do when making financial judgments, and how understanding our cognitive (mental) and affective (emotional) issues makes us better decision makers. He also highlights important issues from his current book Investor Behavior: The Psychology of Financial Planning and Investing with co-editor H. Kent Baker.
Customers want your products, and they want them now. They want to be able to pay through their favorite devices, whether it be with their computer, tablet, phone or wearable, and to receive their product or services quickly, if not instantly. The on-demand economy is booming in a tech world where convenience is the name of the game. It's crucial that you understand the changes in consumer behavior in order to keep up.
We've tracked some key players in this space, and identified some burgeoning trends in the on-demand market -- as well as opportunities for savvy mobile marketers.
In this online interactive event, we'll highlight key consumer behaviors, and give you the tools you'll need to form a solid strategy to interact with them -- no matter where they do their shopping. Join us for a conversation on the on-demand economy, and how it's changing the future, and the present, of commerce.
In this webinar, you'll:
*Get tips to enhance your mobile payment strategy, starting right now
* Learn how to enhance customer experience and offer better deals
* Change the relationship between your customer and the business
* Build a larger customer base by solving a problem that the customer wasn’t aware they had.
Terry Angelos, Co-Founder and CEO, Trialpay
Jared Simon, Co-Founder and COO, Hotel Tonight
More speakers TBD