CONTENTS
Feature Story:
THE
Provide Gateway
9 Internships
for Students Entering Financial
STAR
Services Industry
11
Columns
13
Conferences and Events
11
Inaugural NxG Conference
Out of the Ordinary
Conferences and Events
13
Energy Abounds at Assistant University
17
Conferences and Events
Leading Women Advisors Gather at
Seventh Ladenburg Institute of Women
and Finance Symposium
17
21
Conferences and Events
21
Advisors Headed to Nashville to
Fine Tune Their Practices
23
Next Level at ELEVATE
Conferences and Events
Technology
25
Going Paperless Benefits Your Practice,
Your Clients and the Environment
Technology
27
New Enhancements Make Latest
Release of Dashboard Easier to Use
Need to Know
3 CEO Letter
4 Welcome New Advisors
5 News and Announcements
7 Media Mentions
28 Technology News
Success Story
29
It Pays to Ask: One Simple Question
Leads to Record-Setting Insurance Case
Strategic Partner Content:
31
Sierra Mutual Funds
Rebuild Your Core: Constructing a Bond
Portfolio to Prosper in a Changing Environment
33
SEC Regulation: Best Interest an
FSI Update
Important Step for Our Industry
Connect With Us
FACEBOOK
facebook.com/SecuritiesAmericaInc
TWITTER
twitter.com/SecuritiesAm
LINKEDIN
linkedin.com/company/securities-america-inc
YOUTUBE
youtube.com/SecuritiesAmericaInc
NOVEMBER 2018 | The STAR 2