Advisor are embracing social networking as a way to find new prospects, deepen relationships with clients, and develop their firm’s brand. But many compliance issues arise with social networking and blogs, and the SEC has not yet clarified the rules of these new communication mediums.

In today’s webinar, Brian Hamburger and Daniel Bernstein of MarketCounsel, one of the nation’s leading business and regulatory compliance consulting firms, addressed the compliance responsibilities of advisors who use blogs, LinkedIn, Twitter, Facebook, and any other social networking medium. While advisors would be wise to take advantage of the new media to grow their businesses, they must be aware of and adhere to their regulatory responsibilities.

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After The Fall: Asset Allocation And Rebalancing
As the equity market collapse has unhinged your clients' asset allocations from their financial plans, it's time to rebalance and get their portfolios back in line. Craig Israelsen Ph.D., associate professor at Bringham Young University and one of the foremost academics in the field of indexes and passive investing, will teach you to rebalance portfolios for greater upside potential with less risk according to his "7Twelve" allocation philosophy.

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See Replay Of All Financial Crisis Webinars And Schedule Of Upcoming Sessions

April10_Israelsen_After_The_Fall_Asset_Allocation_and_Rebalancing.pps (3.57 mb)