As investors and consumers become more empowered by technology, competition and pricing, the economics of advice and the business models supporting the delivery of advice must quickly evolve.
Importantly, the concept of success for both advisers and their clients is being re-defined.
New research from InvestmentNews and Cetera shows that success will be assigned to a range of considerations, notably intangible and emotional value, as well as predictive planning and effective engagement strategies. A move to more dynamic offerings and pricing will be required to maintain a vibrant and viable business – and ultimately shift from an adviser-centric to a truly advice-centric industry.
Date: Thursday, April 12, 2018
Time: 4-5 PM ET
This webcast will explore this transition and present results from the new “Advice Alpha” research. Our panel of experts will specifically address:
- The current and future needs of clients – and clients of the future, based on a survey of mass affluent and high net worth individuals
- Where, how and why clients and investors identify value in the adviser-client relationship
- Emerging advice offerings and pricing – and how to assign perceived and literal value to non-standard services
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 firstname.lastname@example.org if you have any questions.