Technology in the Investment Advisory Practice Benchmarking Best Practices

 

Webinar - Technology in the Investment Advisory Practice: Benchmarking Best Practices

Tuesday, March 1, 2016
1:30 - 2:45 p.m. (ET)

Topics Covered

Ever wondered how your firm stacks up when it comes to nuts and bolts use of technology? This webinar will take a detailed look at the use of technology in investment advisory practices through audience polling questions and expert commentary.

Specifically, the webinar will focus on:

  • Customer databases: Which CRMs are investment advisers using today, and why?
  • Websites: Which CMS is most popular, and what features are adviser sites most likely to incorporate?
  • Security: How are advisers protecting customer information?

Presenters

  • Blane Warrene, Board Member, QuonWarrene (moderator)
  • Raef Lee, Managing Director, SEI Investments
  • Anthony L. Schembri, CPA, Partner, Clarfeld Financial Advisors

Registration

Registration for the live event has closed, but the recording can still be ordered by clicking the "Register" button on this page.

Live Recording Both
Members and Associate Members Free Free Free
Non-Members $250* $250 $475*

*Per computer login

Questions?

For questions regarding this webinar, call (202) 293-4222 or email IAAevents@investmentadviser.org.

About the Presenters

Download to see image
Blane Warrene is a Board Member for QuonWarrene and the Dennison Railroad Depot Museum. He is a national expert who speaks, writes and advises on modern technology. Blane brings a fresh and innovative approach to navigating this new intersection of compliance, marketing and technology.
 
Download to see image Raef Lee serves as a Managing Director for the SEI Advisor Network where he is responsible for the identification of new services and markets. He defines new product offerings for advisors either by partnering with best-of-breed companies or shepherding the requirements into SEI’s development teams.
Download to see image Anthony L. Schembri is a Partner and Managing Director with Clarfeld Financial Advisors. He is also Director of Investment Operations where he is responsible for the firm’s trading desk, performance reporting, and maintaining the integrity of the systems and processes that comprise the infrastructure of the department. Anthony manages several client relationships where he provides tax, financial planning, and investment advisory services. Anthony received a B.S. in Accounting from Villanova University and he is licensed as a Certified Public Accountant in New York.

Paid Registration Cancellation or Substitution

For paid registrations, cancellations and substitutions must be received in writing no later than 5:00 p.m. (ET) Friday, February 26, 2016. There are no refunds for cancellations received after this date. Email your requests to lisa.gillette@investmentadviser.org.

Polling Questions

Prior to the webinar, please review the polling questions and come prepared to respond.