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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.

View Archived Webcast

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.

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Continuing Education Credits: For all webcasts approved by the CFP Board, CE credit will be automatically reported 1 week after the live event, and again 30 days after the live event for all on-demand viewers. For IMCA CIMA®/CIMC®/CPWA® CE credits please e-mail SRosic@investmentnews.com for a certificate of completion. For both CFP and IMCA approved webcasts, CE credit will only be available within 30 days of the original air date. After 30 days, the webcast will be available for replay for 365 days post-live event, however CE credit will not be honored.