OMAHA, Neb., Jan. 21 /PRNewswire/ -- Legent Clearing announced today that May 12-13, 2010, are the dates for their annual Business Development conference www.legentclearing.com/conference to be held at The Breakers resort. The conference will address a number of key issues affecting broker-dealers and will include presentations, panel discussions and demonstrations on compliance/regulatory issues, operational efficiencies, trading platforms, broker recruiting, workstation technology, wealth management services, retirement plans, cash management options, alternative investments, asset aggregation, research products and more.
According to Legent's president Ray Maratea, "This conference presents an ideal opportunity for firms who are interested in a comprehensive understanding of the value that Legent can provide through our distinctive service offering, unique clearing platform and through our relationships with many respected providers of financial products, services and technology. Guests are primarily presidents and/or CEOs of introducing broker/dealers who have a keen interest in learning about new ways to stimulate revenues and grow their businesses. It also enables our correspondents to network with each other and share cross marketing ideas."
Invitations for principals of selected correspondents of Legent Clearing will be mailed within the next few weeks. Other broker-dealers considering a new clearing firm and interested in receiving an invitation to attend the conference should visit http://www.legentclearing.com/conference/profile.php and complete a confidential mini profile.
Potential sponsors and exhibitors may contact Roxanna Guinan, SVP-Marketing at 866-776-0218 or email firstname.lastname@example.org.
Legent Clearing Overview
Headquartered in Omaha, Nebraska, Legent Clearing was formed when Mutual of Omaha sold its Kirkpatrick Pettis brokerage, asset management and clearing businesses in 2002. Privately owned, the firm's principals and majority shareholders have all held senior management positions at major financial institutions. That collective experience fostered the "Custom-Fit Clearing Solutions" formula that has enabled the firm to steadily and selectively add new relationships.
Legent continues to expand its infrastructure and diversify its service capabilities through strategic alliances with Thomson Reuters, Sungard, Mediant Communications, Fetter Logic (Quadron Data Solutions) and other notable technology providers. The firm clears for approximately 80 retail and institutional firms with a concentration in the independent and online discount brokerage market.
Legent's product suite includes fully-integrated broker workstations, a variety of trading and order management interfaces, expansive market data, global research, numerous cash management options, sophisticated advisory/wealth management services, client-customized reporting capabilities, extensive inventory of fixed income and alternative investment products, compliance and risk management tools, cost basis reporting on every statement, online proxy voting, and education and training assistance.
111 West Jackson Blvd.
Chicago, IL 60604
Toll Free (877) 877-0217
Phone (312) 294-2311
Fax (312) 294-2390
Vice President, Sales
12 Bellegrove Drive
Upper Montclair, NJ 07043
Toll Free (866) 770-0218
Fax (973) 509-5223
SOURCE Legent Clearing