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
Already Registered? Click here »


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


Todd Sudak

Head of Digital Lending

Joseph Bennett

Director, Head of National Accounts
The Bancorp

Todd Rosenbluth

Head of Research

By registering, you are certifying that you are a financial professional and agree to share your data with VettaFi and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to VettaFi's Privacy Policy. You can unsubscribe at any time.