UK Wealth Managers

Community information
Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.
    • MarketCounsel Summit 2013

    • Recorded: Dec 13 2013
    • From December 10th through 13th, MarketCounsel Summit 2013 was host to a gathering of the best and brightest investment advisers in the country, their trusted service providers, and organizational and thought leaders. A capstone event to the year’s industry conferences, the program was packed with compelling discussions about the most provocative issues affecting today’s independent investment adviser.
    • 7 webinars
    • View summit
    • Social Media in B2B Financial Services

    • Recorded: Nov 8 2012
    • It’s clear that social media is becoming an increasingly important tool for personal and interactive communications between stakeholders. Reports suggest that the adoption of social media in B2B financial services still lags behind many other B2B industries. Is this a reflection of reality or have they truly embraced a new way of using social media to engage stakeholders and win new business? Join social media experts from the B2B Financial Services industry to learn what they’re doing, their challenges and what the industry is expected to see in the years to come.
    • 3 webinars
    • View summit
    • Retirement Planning

    • Recorded: May 21 2011
    • Over the next two decades over 75 million baby boomers will enter into retirement, but many aren’t prepared! Forty-six percent of Americans have little or no confidence in their ability to live comfortably throughout their retirement, and only half of retiring baby boomers have even attempted to calculate how much money they will need. Financial advisors can attend the complimentary presentations at this online event to learn how you can better serve your clients, and take advantage of the opportunities and tackle the challenges associated with demographic changes and the coming retirement wave.
    • 1 webinar
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    • Absolute Returns

    • Recorded: Mar 30 2011
    • Deciding where to invest to generate a steady income is increasingly difficult especially with today’s economic climate. With mixed results from absolute returns in 2010, do they still justify a place in your clients' portfolio? Engage with leading industry experts as they analyse the pros and cons, and the risks and opportunities to critically evaluate how absolute returns can be incorporated into a balanced portfolio.
    • 3 webinars
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    • Closed-end Funds

    • Recorded: Dec 2 2010
    • Closed-end funds have long been ignored by many but their structural advantages are bringing them back to the fore. Their ability to smooth dividends through revenue reserves is just one of their attractions for clients needing a steady income flow. But that’s not all they have to offer – this summit will feature experts in closed-end funds and discussions will range across the spectrum, from how to analyse them right through to their accessibility on platforms.
    • 9 webinars
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    • Emerging Markets

    • Recorded: Nov 23 2010
    • The dynamic nature of emerging market economies makes them an attractive asset class, as well as their favourable demographics, natural resources and high equity returns. This summit will feature industry analysts, experts and providers presenting their insights, best practices and debate in emerging markets investment in the UK. It will also take a glance at opportunities in frontier markets.
    • 6 webinars
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    • Exchange-Traded Funds (ETF)

    • Recorded: Sep 14 2010
    • Since their launch ten years ago, ETFs have seen exponential growth due to their flexibility, cost-effectiveness and risk-reducing opportunities. Now valued at $1 trillion globally, the ETF market in the UK is set to grow 33% this year as more investors are looking to include them within their portfolio. With the advent of RDR and fee-based pricing structures, financial advisers are under increasing pressure to understand ETFs, how to choose the right ones, and communicate their respective benefits to clients.
    • 4 webinars
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    • Securities Litigation

    • Recorded: Jul 9 2009
    • As investors around the world come to grips with recent losses, the number of lawsuits will continue to increase against banks, hedge funds, insurers and other financial institutions, while investors and professionals in the financial services sector are seeking more information about the potential scope of the actions ahead. This summit will bring together leading experts who will explore the latest trends and developments in securities litigation and regulatory enforcement.
    • 8 webinars
    • View summit