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Finding the right client journey: How technology turns prospects into clients

Tuesday, November 9, 2021 | 4-5pm ET

As clients enjoy seamless experiences with Netflix and Amazon apps, how can advisory firms keep up with the growing expectations for superior tech?

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New Decade, Familiar Challenges

Tuesday, October 19, 2021 | 1-2:00pm ET

Join host InvestmentNews for an interactive discussion of the 2021 Adviser Benchmarking Studies with BNY Mellon | Pershing’s Christina Townsend and Lisa Crafford, and Ensemble Practice’s Brandon Odell. We will explore key findings and hot topics from both of the 2021 studies, including Compensation and Staffing and Pricing and Profitability.

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2021 Year-End Planning Conversations with Ed Slott

Tuesday, October 12, 2021 | 2-3pm ET

In 2021, Roth conversions may be more critical and valuable than ever with new tax and budget proposals being considered. However, these conversions are now permanent, so accurate tax projections and knowledgeable guidance are essential, especially during year-end planning!

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Diversity in Finance

Thursday, September 16, 2021 | 2:30-3:00pm ET

Northern Trust’s Shundrawn Thomas will join Chief Content Officer George Moriarty for a discussion around the evolution of diversity in the financial advice community. Shundrawn will discuss the progress he's seen and the areas he's targeting for the future.

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How Tech Is Shaping the Future of Financial Planning

Thursday, August 26, 2021 | 4-5pm ET

The industry shift toward more comprehensive financial planning has encouraged financial services firms to introduce free apps to cash in on the increased investor demand for holistic financial advice.

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Find Value In Your Tech Stack

Thursday, August 19, 2021 | 4-5pm ET

Firms that invest in high-quality technology to support their efforts can see a meaningful ROI on that investment. On this webcast, moderated by Fintech for Advisers Editor Sean Allocca, representatives from Docupace and Clout will discuss the impact these investments have on firms.

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What Is The IRS Doing With RMDs?

Thursday, June 24, 2021 | 1-1:30pm ET

This special webcast with IRA expert Ed Slott will break down what the IRS has said, and what advisers and clients need to know going forward.

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The Modern Adviser’s Tech Stack

Thursday, June 17, 2021 | 4-5pm ET

Join us on 6/17 at 4PM ET for a discussion that will focus on the technologies a modern adviser needs to succeed.

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Housing in the Longevity Economy

Thursday, June 10, 2021 | 4-5pm ET

In partnership with MIT's AgeLab, the second of a three-part series on the longevity economy will feature Joe Coughlin and focus on the importance of housing, and topics that have to be considered in choosing where to live in retirement.

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Ownership vs. Support: Now Advisors Don’t Need to Compromise

Thursday, May 13, 2021 | 4-5pm ET

Now on-demand! Join our experts as they discuss today’s climate and how many advisors feel they have to choose between getting the support they need and having more control over their business.

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