Webinars With Industry Experts

Financial Services Reform Update

As Congress wrestles with historic reforms in the way Wall Street conducts business, the fate of advisor regulation hangs in the balance. While Washington’s focus has been on gaps in banking regulation and systemic risk, lesser-known reforms will have a lasting impact on the way advisors run their firms.

In this webinar, you'll learn about reform proposals including:

  • moving RIAs with less than $100 million AUM to state jurisdiction
  • making FINRA responsible for RIA regulation instead of the SEC
  • extending fiduciary responsibility to wire house brokers
  • creating a separate regulator for financial planners

Guest speaker Duane Thompson is president of Potomac Strategies LLC, a bipartisan government relations firm. Potomac provides federal representation before Congress, legislative analysis, and strategic communications to companies in the financial services industry, and it is focused on the independent advisor channel. Thompson is a former managing director of the Financial Planning Association’s Washington lobbying office. He has 20 years of experience as a registered federal and state lobbyist and was named Lobbyist of the Year in 2005 by Compliance Reporter.

 

This webinar is approved for IMCA CE credit.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

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See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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