Archive for April, 2011

SIFMA Ops Conference Workshop with Aite Group (5/2 @ 2 p.m. EDT)-Blurring the Lines: The Impact and Importance of Self-Directed Investing in Wealth Management

Tuesday, April 26th, 2011

Scivantage Workshop Series

“Blurring the Lines: The Impact and Importance of Self-Directed Investing in Wealth Management” with Aite Group

On-site Workshop, Monday, May 2nd @ 2 p.m.  EDT, SIFMA Operations Conference, Boca Raton & Club, Estates Ballroom III

Register Today!

As the self-directed channel continues to grow at a rapid pace, traditional full service brokerages are being forced to reevaluate their wealth management strategy to support the increased demand among Investors for more investment self-service.

Join Alois Pirker, Research Director at Aite Group and Joe Stensland, SVP & Managing Director of Wealth Management Solutions at Scivantage and learn about the latest trends, technology, and client requirements driving this dramatic market shift and discover the impact it will have on your business.

Start engaging today with Alois Pirker and Joe Stensland by asking your questions about Self-Directed Investing using the comment section below.

Presenter Alois Pirker
Alois Pirker
Research Director

Aite Group

Presenter Joe Stensland
Joe Stensland
Senior Vice President, Managing Director
Wealth Management Solutions


This interactive workshop will focus on:

  • - Self-directed investing trends and changes in the wealth management business model
  • - The impact on the advisor/client relationship and how the online channel can add value
  • - Key strategies and best practices that every executive must consider-from operational and compliance requirements to technology and the overall client experience

A Q&A session will conclude this workshop. It is a unique session where we encourage your participation and feedback!

All participants will have an opportunity to win an Apple iPad 2TM.

To register or learn more about the event, Click here.

Wall Street & Technology – Online Brokerage: The Mobile Imperative

Friday, April 1st, 2011

As smartphone and tablet technology advances at breakneck speeds and mobility becomes an increasingly larger part of the professional sphere, online brokerage firms are introducing mobile applications that offer users real-time access to live financial markets 24/7 and the ability to make trades from anywhere in the world. Where mobile investment applications were once a distinguishing feature, they are rapidly becoming an investor expectation, every bit as essential as a Website.

Scivantage’s Dave Hagen discusses the growing investor demand for mobile offerings and what brokerage firms need to do to stay competitive in this changing landscape in Wall Street & Technology.

Read the full article here.

Youtube Blog LinkedIn Facebook Twitter