20240801_SSGConversionTownHall-Registration Page-Oct-15-2024-06-24-29-4336-PM

Register now for:
Simplifying fixed income trading for RIAs


Date and time:
Thursday, October 17th, 2024
10 AM PT / 1PM ET

Join us for a webinar where we’ll introduce Altruist’s new fixed income trading center—a fully digital solution designed to help RIAs manage client portfolios with ease.

In this session, we’ll cover:

  • Types of Fixed Income Securities: Explore key options such as US Treasuries, Corporate Bonds, Municipal Bonds, and Government Agency Securities.
  • Benefits of Fixed Income Investments: Understand how these securities can offer stability, diversification, and income for your clients.
  • Innovative Tools and Features: See how our advanced screener, real-time bond pricing, and click-to-trade features make bond trading faster and more efficient.
  • Fee Schedule: Learn how our transparent, competitive fee structure helps you reduce costs while maximizing client returns.
  • Live Demo: Experience a hands-on look at how our platform works, including smart-order routing and seamless trade execution.

Whether you’re looking to enhance your trading strategy or explore new fixed income opportunities, this webinar will give you the insights and tools you need to thrive in today’s market.

Speakers

Moderator

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Steve Kane,
Sr. Product Marketing Manager 

Steve works on the go-to-market team at Altruist, where he helps to bring exciting new features and model portfolios for independent financial advisors to the platform. Prior to Altruist, Steve worked in senior marketing roles at Atom Finance and Vanguard. Steve earned undergraduate and MBA degrees in business and marketing, both from Penn State University.

Panelists

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Lev Williams,
Director of Product 

Lev Williams is a seasoned leader in WealthTech, with extensive experience in product management, strategy, pricing and monetization, corporate development, and business incubation. As Director of Product at Altruist, Lev leads the Trading, Clearing, and Data teams, as well as spearheading the Asset Class Expansion Strategy. Before joining Altruist, Lev served as VP of Strategy & Corporate Development at Apex, where he led advisory initiatives. He also held the role of VP of Innovation & Strategy at LPL Financial, where he launched several new affiliation models. Lev began his career working with multiple RIAs and in software private equity.