Maximizing AUM Growth Using Next Generation Account Aggregation Solutions

Join Citi’s Global Transaction Services and Investment Advisor magazine, for a webinar
on Tuesday, November 16, 2010 at 12:00 p.m. (EST) on the newest solutions in wealth management
to drive asset aggregation and increased investor wallet share in today's challenging environment

Hear an expert panel speaking on key topics to maximize AUM growth of your business, including:

  • Aggregating investor assets held elsewhere to increase investors' share-of-wallet
  • Incorporating, non-traditional products (e.g. Alternatives, Annuities) into your asset allocation
  • Latest advancements in household rebalancing, tax optimization, income generation
    and performance reporting

Moderator:
Kathleen M. McBride AIF®
Wealth Editor in Chief, AdvisorOne.com
AdvisorOne.com, website of Investment Advisor magazine

Panelists:
Jonathan Tiemann
Tiemann Investment Advisors, LLC, President

Matt Radgowski
Wilshire Associates, Vice President Funds Management

Andrew Clipper
Citi Investor Services Director, Product Management and Development

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Global Transaction Services
www.transactionservices.citi.com

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