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The Secrets of Top Technology Performers

webcast 2013-09-12

Advisers and institutions that incorporate technology into their core business strategies are growing at a faster rate and produce superior bottom line results. In this interactive webcast, our panel of experts will take your questions directly and address a number of technology strategies and issues.

* Accepted by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.

Date: Thursday, September 12, 2013

Time: 4:00 p.m. – 5:00 p.m. ET

Advisers and institutions that incorporate technology into their core business strategies are growing at a faster rate and produce superior bottom line results. In this interactive webcast, our panel of experts will take your questions directly and address a number of technology strategies and issues.

  1. What the specific tools and applications used by top-performing firms are
  2. How broker-dealers and tech providers will influence the future development of the advice business
  3. How top firms specifically align their tech investments with firm goals and objectives

Attendees may submit questions before and during this live event. A free and invaluable resource.

Sponsored by:

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

Please contact us at info_cecredits@investmentnews.com if you have any questions.