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FPA major firms symposium - Key observations and highlights
Jennifer Valdez, senior vice president, SunGard's wealth management business on September 21, 2011 |
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Legislation on disclosure and transparency: will increased information availability cause analysis paralysis or better decision?
Robert McAloon, solution architect, SunGard's wealth management business on September 12, 2011 |
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Creating a mobile strategy in the financial services world
Jon Bluth, SunGard's wealth management business on September 9, 2011 |
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Technology that can make a difference in client services
Justin Neely, manager, SunGard's wealth management business on August 19, 2011 |
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Expanding by fostering investor trust in a recovering economic climate
Thorsten Heissel, product manager, SunGard's wealth management business on August 16, 2011 |
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The color palette of the 403(b) and 401(k) worlds
Natalie Wyatt, sales consultant, SunGard's wealth management business on July 20, 2011 |
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Offering retirement income planning: addressing the obstacles and challenges
Sean Cunniff, senior vice president, SunGard's wealth management business on June 30, 2011
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Market Data: the financial advisor’s cornerstone for enhanced service
Oliver Muhr, senior vice president, SunGard's MarketMap on May 10, 2011 |
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Which do you prefer? A lump sum or a liftetime guarantee?
Tim Scott, partner, SunGard Global Services on March 14, 2011 |
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Preparing for the wave of regulatory change and risk initiatives
Eileen VanScoy, executive vice president, SunGard's wealth management business on March 1, 2011 |
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Cloud Computing - is your future in the Cloud?
Eileen VanScoy, executive vice president, SunGard's wealth management business on February 24, 2011 |
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Asset dedication: is there something to this?
Dave McConkie, product manager, SunGard's wealth management business on February 16, 2011 |
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Technology's role in advisor education, future success
Sally Hart, vice president of strategy, SunGard's wealth management business on January 6, 2011 |