UPCOMING WEBINAR – “A Tactical Framework: Integrating the Online Channel into your Wealth Management Strategy” Register Today!

A fully integrated, self-directed investments channel has become an essential component to a comprehensive wealth management strategy.

Register today and join industry experts Sophie Schmitt, Wealth Management Analyst at Aite Group, Jim Goodwin, President of Riperian, and Chris Psaltos, Vice President, Product Management at Scivantage as they discuss insights from the latest research from Aite Group and Riperian titled, “Extend Your Wealth Management Business with Online Brokerage”.

In this complimentary webinar, you’ll learn about:

  • –  The latest trends and new technologies driving dramatic change in the online brokerage model
  • –  Practical steps to delivering a unified wealth management experience
  • –  Business planning guidelines for firms looking to establish or extend their online presence
  • –  Essential elements to building a competitive platform and the blueprint for execution

A Q&A session will conclude this web-event, where we encourage your participation and feedback!

 

*Complimentary Aite Research for All Attendees
All participants will receive a copy of Aite’s latest research, “Extend Your Wealth Management Business with Online Brokerage”.

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