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US Financial Advisors

  • Neo bank, challenger bank, digital bank -- What's the difference? Neo bank, challenger bank, digital bank -- What's the difference? Francisco Lorca (startupbootcamp), Philipp Buschmann (EuropeOne Bank), Nic Gidaracos (PACE Invoice), Luka Ivicevic (Penta) Feb 21 2017 4:00 pm UTC 60 mins
    The terms neo bank, challenger bank, and digital bank have been thrown around a lot in the FinTech space. Attend this panel session to get the full low down on what exactly these are, what differentiates them, and what impact they will have on the banking space.

    The panelists will discuss:
    -The key differences with neo, challenger, and digital banks
    -Where are we in the innovation lifecycle?
    -What are some of the challenges (business model, customers expecting free services), etc?
    -What should incumbents be doing to keep their customers happy with all the new competition?
    -Where digital banking is moving from digital banks vs digitized legacy banks
    -Impact of 3rd party APIs on banking
  • How to Effectively Trade ETFs How to Effectively Trade ETFs Ed Rosenberg, Senior Vice President, Head of ETF Capital Markets & Analytics, FlexShares Feb 22 2017 5:00 pm UTC 30 mins
    Exchange-Traded Funds (ETFs) have been investment strategy's hot ticket asset class for a while now, but could you be doing better with them? Join this webcast as we seek to maximize ETF opportunities, optimize trades, and explore the best possible price to gain potentially higher returns.

    Attend now to learn best practices, common misconceptions and a guide to the dos and don'ts of "best execution"!


    For your security, do not include personal or account information in any post or use this forum to ask questions about your investment. For service questions, please e-mail us at info@flexshares.com.

    FlexShares reserves the right to block posts and/or content that is deemed inappropriate or offensive, that constitutes a testimonial, advice, recommendation or advertisement for securities, products or services. FlexShares does not endorse any third-party content and reserves the right to block users at our discretion.

    Before investing, carefully consider the FlexShares investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by visiting flexshares.com/prospectus. Read the prospectus carefully before you invest. Foreside Fund Services, LLC, distributor.

    An investment in FlexShares is subject to investment risk, including the possible loss of principal amount invested. Fund returns may not match the return of its respective Index. The Funds may invest in emerging and foreign markets, derivatives and concentrated sectors. In addition, the Funds may be subject to the following risks: asset class; small cap stock; value investing; non-diversification; fluctuation of yield; income; interest rate/maturity; currency; passive investment; inflation protected security; market; and manager risk. For a complete description of risks associated with each Fund please refer to the prospectus.
  • 4Q Factor Research Quarterly 4Q Factor Research Quarterly Michael Hunstad, Ph.D. and Matt Peron Feb 23 2017 3:30 pm UTC 45 mins
    The Factor Research Quarterly webinar series is designed to share our most recent insights into the state of equity factors around current market events and trends. This webinar will help you think strategically about your portfolio's factor exposure and will cover:

    • A 2017 outlook through a factor lens
    • Uncovering the link between monetary policy and factor returns
    • Current factor valuations and forecasts

    Register now to get an inside look at how our top factor experts are viewing the key issues in the global market.

    Webinar Hosts:

    • Michael Hunstad, Ph.D.,Director of Quantitative Research
    • Matt Peron, Head of Global Equity
  • How to make money off of Facebook Messenger How to make money off of Facebook Messenger Stewart Rogers, Dir. of Marketing Technology, VentureBeat Feb 23 2017 6:00 pm UTC 60 mins
    With over 1 billion monthly active users, Facebook Messenger is beginning to change the world for companies looking for ways to connect with, engage, and retain an unprecedented number of customers. And we’re guessing that’s probably you.

    It’s all because of Messenger’s developer tools, which have leapt on the promise of bots for customer service and native payments without ever leaving the platform--and have thoroughly delivered on it. Users stay cozily inside the Messenger platform to play games, search, shop, pay, and more, meaning they’re fully engaged with your brand in multiple ways in a single brand context.

    Facebook’s long-term plan: make Messenger the center of users’ lives. Your short-term plan: start positioning yourself to take advantage of this revolution in messenger tech innovation. Register for this free VB Live event now and learn how you can monetize Messenger.

    In this webinar, you’ll:

    Understand the broader digital wallet strategy to connect with customers through chatbots
    Get valuable tips to spin chatbots into gold
    Learn the biggest mistake organizations are making with payments through Messenger

    Speakers:

    * Stewart Rogers, Director of Marketing Technology, VentureBeat
    * Wendy Schuchart, Moderator, VentureBeat
  • Get Your Own Damn Pay Get Your Own Damn Pay Scott Gamble (Mobios Consulting), Bruce Parker (Modo), Daniel Maurice-Vallerey, Mike Ausems (Yello) Mar 8 2017 5:00 pm UTC 60 mins
    In the fragmented world of digital payments, some merchants have shown that they are not willing to abdicate control of their valuable customer relationships to third party open mobile payment systems. Companies like Walmart, Target and CVS have announced their own in-app payment solutions to take control of the entire customer lifecycle from enrollment to checkout, even while continuing to support broader mobile payment initiatives sponsored by platform/OS companies.

    This talk will discuss both sides of this rapidly-evolving phenomenon, and will help you decide if you need "your own damn Pay".
  • Digital Payments: Where next? Digital Payments: Where next? David Parker (Polymath Consulting), Adam Kissane (Deloitte), Liam Spence (Vocalink), Alix Murphy (WorldRemit) Mar 15 2017 1:00 pm UTC 60 mins
    Digital payments saw an increase in popularity last year and doesn't show any signs of slowing down. With more and more countries supporting the fight to go cashless, will 2017 truly be the year of digital payments?

    Join this panel where industry experts will discuss:

    · Digital Payments v the need of the consumer for instant gratification are they compatible.

    · Consumers say they want to deal with banks for security v Fintech and understanding consumers what they want

    · Data and the limitations of what goes down card scheme rails

    · Closed loop digital payment solutions v new schemes v open loop who will win

    · How long until the majority of consumers no longer feel the need to carry some cash, or is that an unrealistic expectation

    · Will increasing regulation mean frictionless digital payments become a mirage
  • Is the cost of cross border payments now a deciding factor for SMEs? Is the cost of cross border payments now a deciding factor for SMEs? Gustė Sadaunykaitė (TransferGo), Joe Goetz (Transpay), Julian Wallis (Ingenico) Mar 16 2017 3:00 pm UTC 60 mins
    According to the latest research done by ‘Saxo Payments’ on cross border B2B payments landscape, almost 50 percent of businesses are dissatisfied with the rates associated with cross border payments, with 80 percent stating that they would consider changing supplier if it reduced costs.

    But why the adaptation of alternative providers is so slow? What kind of other solutions SMEs really have? How this cross border payment friction can be removed?

    Join us in the discussion on “Is the cost of cross border payments now a deciding factor for SMEs?” and learn what the industry experts and market players think about this issue.