|  | Sponsor content from Envestnet Financial |  |
| Sponsor content from Envestnet Financial |
| Hello Voornaam, While the investment management industry has access to more data than ever, what really sets financial advisors and investment firms apart is the insights they derive from their data. To become more data insights-driven, firms are implementing specific technologies and practices that enable them to turn raw data into vital actionable insights. In this webinar, find out from wealth management research experts:
- How to harness and apply data and data science to improve investment decisions
- What the top 4 considerations are when utilizing data analytics
- How data, analytics and insights technologies can increase the value of your data
|
 | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Host) |
|  | | Borris Evelson | Vice President, Principal Analyst
Forrester Research | | (Guest Speaker) |
|  | | Todd A. Buck, CIMA® | Managing Director, Head of Business Development & Client Service
Envestnet Analytics | | (Speaker) |
|
| |
| | David Adler | Wealth Management & Behavioral Finance Expert
| | (Host) |
| | | Borris Evelson | Vice President, Principal Analyst
Forrester Research | | (Guest Speaker) |
| | | Todd A. Buck, CIMA® | Managing Director, Head of Business Development & Client Service
Envestnet Analytics | | (Speaker) |
|
|
 | | CFP CE credit is being offered for this webinar.** | | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |
|
| | CFP CE credit is being offered for this webinar.** | | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |
|
| Arizent is pleased to be able to offer CFP CE credit for this web session. It is imperative that you adhere to the following instructions to obtain credit. To receive the credit, you must be in attendance for the complete session. Arizent is not responsible for late arrivals or connections issues. At the end of the seminar you must input your CFP numbers to receive credit. Credit will be reflected on your respective accounts within a month from the webinar. |
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