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Introducing a virtual seminar series designed to share timely insights on the key trends impacting the wealth management industry from the perspective of financial advisors, retirement plan sponsors, affluent investors and institutional investors.

 

Hosted by our wealth management authors and experts and backed by the most reliable and trustworthy data in the industry, this seminar series will give subscribing firms the knowledge to stay ahead of the competition. Each seminar will include an in-depth review of findings and copies of excerpts from our most popular reports. Clients can select one or multiple seminars depending on their business needs.

Value

The Seminar Series will provide:

Affordable Insights
At a fraction of the cost of our full reports, the seminar series makes our research accessible
to a broader audience

Competitive Intelligence
Access to the same data many billion-dollar firms are using to level the playing field

Key Industry Trends
Insights on the key trends impacting the wealth management industry from the perspectives of
several hard-to-reach audiences

 

Subscription Details

Up to 12 seminars per year

Deliverables:

  • Unlimited access to the live seminar, no limit on the number of dial-ins per firm
  • A recording of the seminar to share within your organization
  • An electronic copy of the full presentation representing an excerpt from our full reports
  • Up to two hours of analyst time for custom data cuts

Investment: $10,000 per seminar

Proposed Calendar and Topics

March: US Institutional Investors

  • Featured report: US Institutional Investor Brandscape®
  • Who should attend: Marketing and Brand professionals

April: Profiling Ready-to-act Affluent Investors and Their Media Consumption

  • Featured reports: Investor Brand Builder™ and Media Consumption™ Investor
  • Who should attend: Marketing, Brand and Ad Agency Representatives

May: DC Plan Sponsors

  • Featured report: Retirement Planscape
  • Who should attend: Marketing, Brand and Client Services

July: Advisors and Their Media Consumption

  • Featured reports: Advisor Brandscape® and Media Consumption™ Advisor
  • Who should attend: Marketing, Brand and Ad Agency Representatives

September: DC Participants

  • Featured report: DC Participant Planscape™
  • Who should attend: Marketing, Brand and Participant Services

October: DC Advisors

  • Featured report: Retirement Plan Advisor Trends™
  • Who should attend: Marketing, Brand and Distribution professionals

 

Request More Information

Download the Fact Sheet