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The new rules of adviser technology: Strategies for evolving your business

webcast 2017-03-07

The financial advice business is being disrupted by technology, with many suggesting that the industry is approaching a critical inflection point: Advisory firms that do not actively evolve and embrace new technology and digital platforms are likely to lose market-share and miss out on many of the industry's most substantial growth opportunities.



Register for this exclusive webcast where InvestmentNews and industry experts will reveal, for the first time, the results of the 2017 Adviser Technology Study.

View Archived Webcast

Date: Tuesday, March 7, 2017

Time: 4-5 PM ET

The financial advice business is being disrupted by technology, with many suggesting that the industry is approaching a critical inflection point: Advisory firms that do not actively evolve and embrace new technology and digital platforms are likely to lose market-share and miss out on many of the industry's most substantial growth opportunities. Register for this exclusive webcast where InvestmentNews and industry experts will reveal, for the first time, the results of the 2017 Adviser Technology Study. This webcast and study will provide you with specific details on:

  1. How much advisory firms are investing in technology now and going forward
  2. The types of technology both internal and client-facing that are producing the best results
  3. The growth and emergence of robo platforms within the traditional advisory business
  4. Strategies for addressing cybersecurity risks and protecting firm data

Registrants will receive a copy of the 2017 InvestmentNews Adviser Technology Study and will have the ability to submit questions directly to our panel of experts during this live webcast.

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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.

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

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