Insights Webinar Archive
We develop innovative and practical solutions that promote a positive change in the financial services industry through education. Our webinar series puts an interesting spin on relevant financial issues. Become a part of this meaningful conversation.
Research suggests that the assets advisors tend to focus on -- liquid assets such as stocks, bonds, and cash – represent less than half (45%) of a wealthy person’s portfolio. The other half (55%) consists of illiquid assets such as real estate, stock in privately owned companies, artwork etc. Advisors routinely ignore this “hidden half” – to their detriment and that of their clients. Join Cannon’s Duane Lee and Spardata’s Brad Davidson as they examine the reasons why advisors should take illiquid assets more seriously, and share ways in which they can better serve their clients.
Join Retirement and Investment Subject Matter Expert, Lawrence (Larry) T. Divers for this informative webinar, as he highlights the key questions you must be ready to answer in your firm’s business practices beginning June 9, 2017.
Join Cannon Subject Matter Expert, Duane Lee, and Industry Insider, Kevin Maas, as they compare and contrast the Discretionary, Delegated & Directed Trustee’s Roles in today’s environment against the backdrop of the Uniform Prudent Investor and Trust Codes. The duo will also be discussing the evolution of the role of Trust Protector as it encounters the ever-changing and evolving state laws and best practices. Registration Required
The ubiquitous Schedule RC-T which all OCC, FRB, FDIC and many state-only supervised trust departments and trust companies are required to file quarterly has been with us since December 31, 2001. However in those 15 years the form continues to suffer from many incorrect, inaccurate or inconsistent answers to the various data elements required.
Unique assets are those non-traditional investments with no, or “dummy”, CUSIP numbers. Determining their value so as to comply with current regulatory expectations requires increased knowledge and skill.