Earn CE Credit and Broaden Your Services with Alternatives
| | | Building a Future-Proof Wealth Management Firm | Elevating Your Firm’s Services with Alternatives |
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| | DATE:
Wednesday
November 13, 2024 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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As interest in alternative investments grows, financial advisors have the opportunity to broaden their services. Success hinges on integrating alternatives into key areas like portfolio management and client reporting.
Join our upcoming webinar to learn how the right technology can deliver real-time insights, automate reporting, and improve client communications. Hear from Tim Welsh, President of Nexus Strategy, Michelle Greive, Director at SS&C Black Diamond Wealth Platform, and other experts on how to streamline client activities and enhance reporting for both traditional and alternative assets.
Don’t miss this chance to discover how integrated technology can help you build a more scalable, efficient, and profitable advisory practice while meeting the growing demand for alternative investments.
Key Takeaways:
Learn more about the growing interest and associated growth opportunities for advisors that add alternative investments to their service offering Explore the types of technology that can be used to build scale, improve efficiency, and elevate client experiences Enhance reporting accuracy and deliver a more holistic view of both traditional and alternative asset classes within one platform |
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| CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour. | | |
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| | | Michelle Greive Director, Product Manager SS&C Black Diamond Wealth Platform |
| | | Jamie Morgan, CFA® Sr. Director, Wealth Management Choreo Advisors |
| | | Timothy D. Welsh, CFP - Moderator President, CEO and Founder Nexus Strategy, LLC |
| | | David Bodamer - Host Editor WealthManage-ment.com |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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