Delving Into the SEC’s New Marketing Rules
The Securities and Exchange Commission instituted changes last year to its “Marketing Rule” in an attempt to modernize its advertising and solicitation rules. These changes updated the rule for the…
Loading view.
Environmental, Social and Governance Investing
In this more socially conscious era, some investors want to be sure that their money is going toward companies whose actions are making a difference in the world. As a…
Global Horizons Review
Join us for a Thorough Thursday review of the Global Horizons strategy with the portfolio manager, Rob Furlong. Dial-in: 213-992-5901 Access Code: 1023758
Excell Academy | Business Development
Excell Academy: Start Growing with Intention This one-day Excell Academy will take you step by step through building your brand, finding the right prospects, developing quality COI relationships, getting top…
USD449
Partner Summit
Please join us April 4-6 for our bi-annual gathering of all Partners! We’ll share enhancements, updates, best practices, and 2022 plans as well as welcome questions, ideas, and successes from…
Elite Advisor Summit
Do you manage more than $100 million, or is your 12-month trailing revenue greater than $1 million? Then you’re invited to this exclusive gathering of top-tier advisors, where you’ll get…
Quarterly Market Outlook – Q2 2022
Though the global and U.S. economies have rebounded from the lows they faced at the height of the COVID-19 pandemic, there’s still plenty of uncertainty as we head into the…
Monthly CE Webinar: Current Retirement Plan Trends for 2022
With the SECURE Act 2.0 nearing passage in Washington, now is a good time to take note of current retirement planning trends. From annuities to student loans to Section 199A,…
Excell Roundtable | Chicago Lunch
Join us for Lunch at Excell Roundtable in Chicago Join us for lunch at Excell Roundtable on April 26 in Chicago. We’re bringing together 12 firm owners in your city…
Excell Roundtable | Chicago
Join us for an Excell Roundtable in Chicago Join us for an Excell Roundtable on April 26 in Chicago. We’re bringing together 12 firm owners in your city to talk…
Excell Roundtable | Orlando
Join us for an Excell Roundtable in Orlando Join us for an Excell Roundtable on May 12 in Orlando. We’re bringing together 12 firm owners in your city to talk…
Excell Focus | Retirement Planning
Stay Prepared by Boosting Your Planning Prowess As a financial advisor, your focus should always be on helping your clients find their path to true wealth through proper retirement planning.…