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A Fintech Buyer’s Guide for Advisers

webcast 2018-03-15

Are you ready to invest in technology? Heres everything you need to know before spending a dollar.



Many advisers have embraced the value of digital tools to improve their firm, and are ready to invest in new technology to continue their ascent. But with so many options available, how do independent firms get started?



Should you settle for a package from a custodian that may be cheaper, or build your own “perfect fit?” InvestmentNews has assembled a panel of advisers and consultants to talk through the process and share what experience has taught them so your firm can be confident it’s getting the most ROI with its new fintech investment.

View Archived Webcast

Date: Thursday, March 15, 2018

Time: 4-5 PM ET

InvestmentNews has assembled a panel of advisers and consultants to talk through the process and share what experience has taught them so your firm can be confident it’s getting the most ROI with its new fintech investment.

Specifically, the panel will focus on:

  1. What do firms need to consider before ever spending a dollar to ensure they get the most from their technology investment?
  2. What mistakes did they make when picking new technology, and how would they do it differently next time?
  3. With so many options on the market, how can firms decide which ones are the right fit, and which are not?
  4. How to adopt the technology and train staff so the whole firm benefits from the purchase.

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 Investments & Wealth Institute®, formerly 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.

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