WEBCASTS

How Securities-Based Lending Can Help at Tax Season

Your clients are looking for more than advice about their investments. They’re looking for help with their tax-time liquidity needs. In the upcoming VettaFi Livecast, experts from Broadridge and The Bancorp Institutional Banking business will discuss how you can make Securities-Based Lending (SBL) part of your prospecting strategy.

March 22, 2023
9:30a PT | 12:30p ET
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SUMMARY

Topics will include:

  • An introduction to SBL features and benefits
  • Typical use cases (including tax time) and how to manage an SBL
  • Offering an SBL without a bank affiliation
  • Providing support for you and your clients

SPEAKERS

Todd Sudak

Head of Digital Lending
Broadridge

Joseph Bennett

Director, Head of National Accounts
The Bancorp

Todd Rosenbluth

Head of Research
VettaFi

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