How to effectively adapt to the evolving needs of clients.
| | Sponsor content from Fincentric™ by S&P Global | |
| Sponsor content from Fincentric™ by S&P Global |
| Hello Reader, With the rise of ESG investments, a growing number of wealth managers are facing new challenges with data quality, reporting standards, client engagement and portfolio optimization. By taking advantage of the latest digital resources, you can stay at the forefront of evolving sustainability trends while effectively meeting the needs of your clients. Attend this webinar to hear from financial planning experts about:
The most recent ESG trends and best practices in wealth management How to utilize digital tools for navigating extensive sustainability data How to effectively adapt to the evolving needs of client |
| | Avipsha Mitra | Director - Product Development & Management
Fincentric™ by S&P Global | | (Speaker) |
| | | Heather Williams | Creative Director, UX/UI Design
Fincentric™ by S&P Global | | (Speaker) |
| | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Moderator) |
|
| |
| | Avipsha Mitra | Director - Product Development & Management
Fincentric™ by S&P Global | | (Speaker) |
| | | Heather Williams | Creative Director, UX/UI Design
Fincentric™ by S&P Global | | (Speaker) |
| | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Moderator) |
|
|
| | NASBA CPE Credit is being offered for this webinar.** | | SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
|
| | NASBA CPE Credit is being offered for this webinar.** | | SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
|
| ** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This web seminar is not approved for IRS CPE Credit. |
| More From Financial Planning |
| You were sent this email because you signed up for Research and Knowledge Base emails from Financial Planning. These include notifications of new research, whitepapers, and upcoming webinars. |
If you no longer wish to receive emails on this topic, you can opt out here
(this is a one-click opt-out). |
Arizent
One State Street Plaza, 27th Floor
New York, NY 10004 |
|
|
