2013 Sponsors
Platinum Sponsor
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Realty Capital Securities (“RCS”), member FINRA/SIPC, a subsidiary of American Realty Capital, is a purpose-built open architecture wholesale broker dealer focused exclusively on the distribution of public and private direct investment programs. The products on RCS’ platform target specific real estate sectors with varying investment strategies and have even been expanded to now include a non-traded business development company. RCS’ platform delivers exposure to a full suite of attractive, expertly managed investment programs in order to match the appropriate growth and income solutions for any portfolio. To learn more about the RCS platform, support teams and services, please call 877-373-2522 |
Sponsors and Exhibitors
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Allsup is the first nationwide, non-attorney service specializing in Social Security Disability Insurance (SSDI) representation. In addition, Allsup has provided Medicare services to individuals and some of the country’s largest employers since 1984. Allsup Medicare Advisor® is a fee-based Medicare plan selection service designed to help Medicare-eligible clients choose the best plan coverage available. We operate under secured data privacy systems and policies, and are HIPAA compliant. Allsup employs more than 800 professionals and senior representatives who are experts at helping people navigate complex government programs, including SSDI and Medicare. Company headquarters are located in Belleville, Ill., near St. Louis. financialadvisor.allsup.com |
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Free daily news and information to improve your business and enhance your career! Since 1995, the BenefitsLink daily e-newsletters have provided employee benefits professionals with the latest developments and analysis in plan compliance, administration, policy and design – we scour the web to deliver the very best articles to keep you on top of this ever-changing field. Our website includes active message boards, industry news and an extensive calendar of conferences and webcasts. EmployeeBenefitsJobs.com offers the opportunity to find the best-informed benefits professionals to fill job openings in this niche field. BenefitsLink.com & EmployeeBenefitsJobs.com 1298 Minnesota Ave., Suite H Winter Park, FL 32789 407-644-4146 Lois Baker, President David Baker, Editor and Publisher Email: [email protected] |
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Our mission is to reinvent the business with one powerful, integrated platform designed to help maximize productivity and simplify portfolio construction. EQIS allows advisors to offer potentially game-changing solutions to clients large and small. EQIS is easy to learn, easy to use and runs in the cloud, helping make access, reporting and compliance simpler. |
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Folio Institutional is a division of FOLIOfn Investments, Inc., a self-clearing broker-dealer and a direct member of The Depository Trust & Clearing Corporation ("DTCC") since 2001. With access to innovative, patented online brokerage and investing solutions, advisors can maintain diversified portfolios of securities, retain hands-on control over investments, manage tax liabilities, efficiently rebalance portfolios, produce reports, promote compliance, and take many other actions for the clients' benefit. Folio Institutional provides custody and brokerage services for billions of dollars of investor assets, and services to hundreds of registered investment advisors. |
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Hines Securities, Inc., is the broker/dealer affiliate of Hines, a privately-owned global firm that for more than 50 years has provided real estate investment, development and management for some of the world’s largest institutions and thousands of individual investors. HMS Income Fund is a public, non-traded business development company (BDC) that is sponsored by Hines and sub-advised by Main Street Capital Partners, LLP, a subsidiary of Main Street Capital Corporation (NYSE: MAIN), a publicly-traded BDC. Visit www.hinessecurities.com for more information. |
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NorthStar Realty Securities, LLC (NorthStar) is the broker-dealer affiliate of NorthStar Realty Finance Corp. (NYSE: NRF) and the dealer-manager for its public, non-traded REIT offerings including NorthStar Real Estate Income Trust, Inc. and NorthStar Healthcare Income, Inc. NorthStar seeks to leverage its resources, expertise and capabilities of its seasoned management and real estate professionals to offer retail investors direct access to investment opportunities in commercial real estate debt, commercial real estate securities and select equity investments. We believe the scarcity of available capital is creating significant investment opportunities – those that offer attractive yields relative to their risk. As of December 31, 2012, NorthStar Realty Finance Corp, one of the first listed public companies to sponsor public, non-traded REITs, had over $7.4 billion in assets under management. NorthStar is dedicated to providing financial professionals and their clients with the information they need to make informed investment decisions and provide investors an alternative path to income.For more information, please visit www.northstarreit.com. |
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Offering insurance since 1868, Pacific Life provides a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Pacific Life counts more than half of the 100 largest U.S. companies as its clients. For additional company information, including current financial strength ratings, visit Pacific Life online at www.PacificLife.com Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of May 2012 is compiled by Pacific Life using the 2012 FORTUNE 500® list |
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Principal Funds is a leading provider of mutual fund solutions with more than $87 billion in assets under management.1 Principal Funds brings special expertise in global investment management, asset allocation, and retirement leadership to financial professionals and investors. Principal Funds are managed by many leading sub-advisors, including the extensive asset management capabilities of Principal Global Investors. Including its target-risk and target-date offerings, Principal Funds is the fifth-largest manager of lifecycle funds in the industry.2 Retirement tools and resources available through Principal Funds help investors prepare for and enjoy retirement while also helping financial professionals expand their opportunities. The companies that make up Principal Funds and Principal Global Investors are members of the Principal Financial Group®. 1 As of 12/31/12. Includes all share classes of the Principal Funds, Inc. and Principal Variable Contracts Fund, Inc. 2 FRC Quarterly Lifecycle Report 3Q12. |
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For over 135 years, Prudential Financial has helped customers grow and protect their wealth. As one of the world's largest financial services institutions with operations worldwide, we have one of the most recognized and trusted brand symbols, The Rock ®, an icon of strength, stability, expertise, and innovation. Prudential Retirement has been providing solutions for more than 85 years, for public, private, and non-profit organizations. Services include record keeping, administration, investment and risk management, employee education, and trustee services. Prudential Retirement serves more than 4,200 companies, with $239.8 billion in retirement account values and nearly 3.6 million participants.* *3/31/12 |
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Putnam Investments Founded in 1937, Putnam Investments is a leading global money management firm. Putnam offers investors a world of equity, fixed-income, multi-asset, and absolute-return portfolios to suit a range of financial goals. Our portfolio managers seek superior results over time, backed by original, fundamental research on a global scale. We believe in the value of experienced financial advice, in providing exemplary service, and in putting clients first in all we do. |
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Sigma Financial Corporation: A Midwest based Broker Dealer located in Ann Arbor, MI. A truly independent broker dealer, established in 1983 with over 650 registered representatives. Licensed in all states for securities and registered investment advisory. Brokerage services through: National Financial and Advisory services through: Fidelity Institutional Wealth Services. "Investment Advisor Magazine" voted Sigma Financial Corporation (Broker Dealer of the year) for 2009. Sigma has received this honor a total of 9 times and has been runner up, 6 times. "Registered Representative Magazine" voted Sigma Financial Corporation, Number 1 in their (Broker Report Card) for 2011 and 2012. Call 888-744-6264 or visit our website: www.joinsigma.com to find out what has made Sigma Financial Corporation, a winning Broker Dealer. |
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Millionaire Corner is an online resource for investors and a source of new business for advisors. The website provides insights and tools that help investors connect with advisors to better manage their investment portfolios. Millionaire Corner is a trusted source of information for investors seeking to learn how other wealthy investors are reacting to current economic challenges. Investors can come to the website to search for an advisor and validate referrals from friends and family members. Millionaire Corner creates a trusting relationship with investors through timely, reliable information that will ultimately become the primary referral source for advisors. |
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TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to nearly 4,500 fee-based, independent Registered Investment Advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to grow their businesses more efficiently and effectively, while optimizing time spent with clients. We provide a robust offering of products, programs, and services designed to help advisors build their businesses and help their clients reach their financial goals. Learn more at tdainstitutional.com or call us at 800-934-6124. TD Ameritrade Institutional, Division of TD Ameritrade , Inc., member FINRA/SIPC/NFA |
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