Don't Miss Out on Our CE Webinars! Access 3 New CE Credit Opportunities Now!
| | | Webinar Spotlight The latest financial webinars built for wealth professionals and RIAs. |
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Unique Assets: An Often-Overlooked Strategy for Ultra-High-Net-Worth Clients
Thursday, August 22, 2024 | 2:00 PM ET • 60min
Dive into the intricacies of managing and maximizing wealth by utilizing non-traditional assets such as oil, gas, and minerals to enhance your service offerings. | | Register | | Sponsored by SS&C Innovest |
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BeFi, AI, Oh My! Why Client Engagement Matters in the Digital Age
Tuesday, August 27, 2024 | 2:00 PM ET • 60min
Explore how to utilize tools, solutions, and analytics to gain deeper insights into client needs, preferences, and behaviors, enabling you to deliver more personalized and impactful advice. | | Register | | Sponsored by Orion Advisor Technology |
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Insights from the 2024 WealthStack Survey
Wednesday, September 18, 2024 | 2:00 PM ET • 60min
Discuss this year's survey highlights, its implications, and offer insights into what advisors and firms will need to know to make more informed decisions about their technology investments. | | Register | | Sponsored by SS&C Black Diamond |
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