« Back to Webcasts Index

The Secrets of Top Technology Performers

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: For all webcasts approved for CE credit by the CFP Board, credit will be reported one week after the live event. For on-demand viewers, CE credit will be reported 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.

For all webcasts approved by IMCA for CIMA®/CIMC®/CPWA® CE credits, email azimmerman@investmentnews.com for the IMCA program ID to self-report for CE credit. Program IDs will be provided up to 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.