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US Financial Advisors

  • Technology Tuesdays Technology Tuesdays Margaret Lett, PhD Nov 1 2016 3:00 pm UTC 30 mins
    During Technology Tuesdays,LeClair Group's owner and principal Margaret Lett, will share how to access and use LeClair Group's Advisor Advantage website. Margaret will also answer questions during her program. This week the topic will be small group.
  • Respectful Disagreement & the Investment Process: Lessons from Panel Discussions Respectful Disagreement & the Investment Process: Lessons from Panel Discussions Rob Martorana, Brian Gilmartin, Marc Gerstein, Jeff Miller, Ed Stavetski Nov 2 2016 4:00 pm UTC 60 mins
    Investment panel discussions aim for respectful disagreement among professionals, though this is easier said than done.

    Moderator Rob Martorana shares lessons about respectful disagreement from running a hedge-fund website, and his guests discuss their experiences on various social media platforms.

    Finally, we offer an illustration of respectful disagreement among professionals: We discuss the pros and cons of robo advisor services from Vanguard and Schwab.
  • The Digital Banking Race: Is the customer an opportunity or obstacle? The Digital Banking Race: Is the customer an opportunity or obstacle? JS Gourevitch, Rahul Joglekar (NTT Data) Nov 2 2016 5:01 pm UTC 60 mins
    Competition is considerably heating up with an increasing roster of new digital challenger banks acquiring banking licenses and preparing an onslaught on incumbent banks, customers will be the precious currency that each of the market players will try to either acquire or keep. And information and data on and from consumers are the oil at the core of the system.

    In this framework, customers are acquiring a real leverage and a central place in the ecosystem. Their reactions and buy-in can make the success or pitfalls of the challenger banks. They have to increasingly become partners or be at the core of the developments.

    The webinar will assess how market players can increase customers engagement, reach out to them in new innovative ways, but also what are the potential risks existing in this ecosystem
  • Quarterly Insights: Managing Pension Risks in a Low Rate Environment Quarterly Insights: Managing Pension Risks in a Low Rate Environment Dan Kutliroff, Sr. Retirement Solutions Strategist; Jessica Hart, Practice Lead; Armand Yambao, Dir. - Pension Risk Strategy Nov 2 2016 7:00 pm UTC 45 mins
    Thinking strategically in an environment that requires constant tactical reaction, has become increasingly difficult. And when you’re managing a pension plan, we understand the importance of constantly addressing both. In an effort to help in this process, our investment experts have created a new quarterly webinar series designed to discuss the key market events and regulatory items that specifically affect retirement plans and provide actionable ways to address them.

    In our inaugural webcast will focus on three key areas:
    1.Market Update – navigating the low interest environment
    2.Regulatory Review – understanding the latest Pension Protection Act provisions
    3.Case Studies – Innovative ways to increase duration

    •Dan Kutliroff, Senior Retirement Solutions Strategist
    •Jessica Hart, Practice Lead, Retirement
    •Armand Yambao, FSA, EA, CFA, Director of Pension Risk Strategy

    Register now for this quick, yet informative, 30 minute update to explore the most pressing items impacting retirement plan management.
  • Mobey Forum’s Guide to Risk Management in Mobile Financial Services Mobey Forum’s Guide to Risk Management in Mobile Financial Services Philippe Roy (Danske Bank), Ron van Wezel (Aite Group), Marijke De Soete (Security4Biz) Nov 7 2016 2:00 pm UTC 60 mins
    This webinar is based on the Mobey Forum’s report, the first of two parts, and uses a standardised risk management approach to provide financial institutions with an overview of risk management in MFS, relative to the mobile device environment. To assist with risk evaluation it describes the identified threats and classifies them into twelve categories. An analysis of the risk level is then provided for each category based upon likelihood of its occurrence together with its anticipated impact.

    The report contends that one of the highest risks still resides with the end user, the customer. Techniques that target the person rather than the device, such as social engineering and phishing, are often used by criminals to gain (sensitive) information that enables subsequent attacks to be launched, leading to fraud. Impersonation of the customer during the registration for or installation of a mobile financial service or during the mobile financial service transaction itself is also highlighted and examined.

    Mobey Forum is now developing a second accompanying report, providing guidance to financial institutions on mitigation measures and best practices to reduce the risks identified.
  • Transforming cross-border payments with synergy from banks and FinTechs Transforming cross-border payments with synergy from banks and FinTechs Gustė Sadaunykaitė (TransferGo), Alix Murphy (WorldRemit), Céline Winant-Pateron (Mango Pay) Nov 9 2016 4:00 pm UTC 60 mins
    Join this session where we will discuss:

    -What does transformation in cross-border payments mean today? In your opinion, has the FinTech bubble bursted already?

    -Why have we stopped talking about the revolution but started to look for the synergy between FinTechs and banks?

    -Why do banks cooperate with FinTech companies?

    -What is the advantage for FinTechs working with banks?

    -Does this cooperation comes from necessity or a genuine willingness to improve the services for the consumers?

    -Who is “selling” themselves to whom? FinTechs to banks or banks to FinTechs? Is it really a synergy?

    -What is next for cross-border payments?
  • Boosting consumer engagement with next gen chat bots Boosting consumer engagement with next gen chat bots Peter Wannemacher, Senior analyst, Forrester Research Nov 9 2016 6:00 pm UTC 60 mins
    Stop implementing; start planning. Forrester Research shows that while messaging platform chatbots can be effective, the customer experience is too often unacceptably poor. And while it’s not a big deal when you’re ordering a pizza, the stakes are far too high for financial institutions to go all in on this generation’s chatbot technology without the right planning.

    Simply put, being too early can be the same as being wrong. Bots are only as good as the systems behind them — outdated architecture and poor integration can sabotage your services and drive away customers.

    But given bot technologies are shaping up to be an essential part of the FI and fintech mix, your next two to three years should be devoted to investing in foundational digital initiatives that will position you to leverage the future that’s coming fast.

    Join this free VB Live event to learn how to reap the rewards of future fintech AI innovation — and get it right the first time.

    By attending this webinar, you'll

    * Re-engineer back-end systems to enable real-time action
    * Make progress on platform improvements—or replacements
    * Embrace APIs for faster, more dynamic future changes


    * Peter Wannemacher, Senior Analyst, Forrester Research
    * Katy Gibson, Vice President, Product Applications, Envestnet | Yodlee
    * Moderator: Evan Schuman, VentureBeat
  • To Blockchain and Beyond: Changes to the Payments Landscape To Blockchain and Beyond: Changes to the Payments Landscape Lory Kehoe (Deloitte), Andreu Rodriguez i Donaire (Altaura), Sam Wouters (Duval Union Consulting), Markus Hautala (Tieto) Nov 15 2016 3:00 pm UTC 60 mins
    Join us to find out:
    - where blockchain is currently at in terms of the payments landscape
    - who are the early adopters
    - who is leading the way
    - how far are we away from blockchain payment standards
  • Live Video Panel: Profiting from the FinTech Revolution Live Video Panel: Profiting from the FinTech Revolution Dara Albright and a panel of FinTech industry experts Nov 15 2016 10:00 pm UTC 90 mins
    The FinTech revolution is upon us and with it comes a whole new marketplace of consumers, products and ideas. The new and exciting industry appeals to companies of all sizes and stages of growth from the smallest start-up to established giants.

    In this must-see program join Dara Albright and some of FInTech's and Finance's biggest names as they discuss how best to capitalize and be successful in this new market with your investment, business or consumer choices.

    You'll hear from Ron Suber of Prosper; Brian Korn, Manatt, Phelps and Phillips; Mark Rockefeller, StreetShares; Gene Massey of MediaShares; James A. Jones from IRA eXchange; and Todd Yancey of Investor Services all hosted and moderated by Dara Albright herself.

    Join them as they discuss key topics such as:
    - How non-exchange traded alternatives are becoming the mutual-funds of yesteryear
    - What is driving retail's demand for non-exchange traded alternatives
    - Using micro-investing technology to diversify across and within online marketplaces
    - How legislation if being used to engineer a new breed of alternative products
    - How innovations in self-directed IRAs will create new retail distribution channels for the entire alternative product universe.
    - How technology will ensure the scalability of online platforms and enable traditional financial services providers to increase AUM
    - How millenialls will fuel the growth of FinTech and redefine financial services
    - How FinTech will replace the 401k/Pension and transform the way you save for retirement
    - How modernizing the self-directed IRA is the trillion dollar FinTech opportunity

    FinTech, investment, finance, blockchain, AUM, lending, payments
  • How can smaller financial institutions effectively innovate in payments? How can smaller financial institutions effectively innovate in payments? Graham Seel (BankTech Consulting) Nov 16 2016 4:00 pm UTC 60 mins
    It is particularly challenging for a smaller bank to compete in payment services with larger banks. For example most cannot offer cross-currency or P2P payments. A good innovation strategy will help to nail down what the bank needs to be able to offer, to find the right FinTech partners, and to integrate their solutions.
  • How to make money off of Facebook Messenger How to make money off of Facebook Messenger Stewart Rogers, Dir. of Marketing Technology, VentureBeat Nov 16 2016 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

    * Stewart Rogers, Director of Marketing Technology, VentureBeat
    * Wendy Schuchart, Moderator, VentureBeat

    More speakers to be announced soon.
  • Focus on Fintech: Episode 1: What is Fintech? Focus on Fintech: Episode 1: What is Fintech? Eric Hazard, MD, Cognito & Greg Mitdbo, Chief Revenue Officer, Moven Nov 16 2016 6:30 pm UTC 15 mins
    In this premiere episode of Focus on Fintech Eric invites Greg Mitdbo of Moven out on the Staten Island Ferry to get to grips with what Fintech really is.

    Watch live or on-demand as Eric and Greg discuss:
    - What is Fintech for the consumer?
    - How does it differ from incumbent finance? Is it better?
    - How does Fintech build trust for its users?

    Join Eric Hazard on Focus on Fintech each month as he, and his guests, tackle an issue or question facing the world of Fintech.

    fintech, payments, moven, banking, digital, wallet, cognito, transactions, finance, video
  • Delivering Solutions for Tomorrow: Innovation in Payments Delivering Solutions for Tomorrow: Innovation in Payments Rashee Pandey (Bankable), Kriya Patel (The Bancorp), Kit Carson (Verdict Financial) Nov 17 2016 3:00 pm UTC 60 mins
    Payments touches everyone. Hence, it is not a surprise that the industry is worth £75 trillion. With digital innovation adding new payment instruments for consumers, speed and transparency coupled with good user experience have become the norm in the area of payments. Following suit, more and more businesses now too are expecting payments to be processed in real-time.

    With increased expectations and continuous innovation, let’s discuss the present state of innovation and trends in payments globally, the industry challenges and debate on what is the best way forward to innovate in payments.

    Innovation in Payments
    - Payments Today
    o Developed markets vs Emerging markets
    o Which other industries, besides banking, is payments disrupting/innovating in?
    o What current B2B and B2C payment solutions stand out?
    - Challenges
    o Regulation?
    o Identity and security? Is biometrics the answer?
    o Infrastructure?
    o More?
    - What next?
    o How should/would the payments ecosystem look like in the next 5-10 years?
    o Is collaboration between players in the payments ecosystem the answer to innovation?
    o What role will open APIs play in this innovation process?
    o Will digital currencies play a significant role in everyday life?
    o What is UK’s position in paving the way forward for innovation in payments globally?
  • Get Your Own Damn Pay Get Your Own Damn Pay Scott Gamble, Bruce Parker (ModoPayments) Nov 17 2016 4:00 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 life cycle from enrollment to checkout, even while continuing to support broader mobile payment initiatives sponsored by platform/OS companies.

    This webinar will feature a diverse panel of experts who will discuss both sides of this rapidly-evolving phenomenon, and will help you decide if you need "your own damn Pay".
  • Blockchain for payments: Experience on the ground Blockchain for payments: Experience on the ground Diana Biggs (DCCB Consulting), Peter Bidwell (Applied Blockchain) Nov 18 2016 2:00 pm UTC 60 mins
    With the increasing ubiquity of mobile and the digitization of cash, the payments industry is facing unprecedented disruption. One of the most hotly debated disruptors has been blockchain technology, for which payments seemed a first and obvious use-case. The application of this, however, is not without its challenges, from regulatory constraints to liquidity, trust and consumer adoption. In this talk, we speak to some of the leading operators in the blockchain payments space to learn more about their experience to date and what they see for the future of blockchain payments.
  • Open Banking: A Perfect Storm Open Banking: A Perfect Storm Christoffer Hernæs, Chris Skinner (FS Club), Brett King (Moven), Matthias Kröner (Fidor), Pascal Bouvier (Santander) Dec 7 2016 1:00 pm UTC 60 mins
    The landscape for financial services is changing, and the jury is still out as to how the endgame is going to play out. One of the concepts shaping this future is open banking.

    This development emerged out of the payment area where a perfect storm of shifting customer behavior, regulatory changes, the threat from the four horsemen (Google, Apple, Facebook and Amazon) and the quest for new business models are driving banks toward the open banking paradigm. Join this session to hear what the experts are saying, doing, and planning when it comes to this new key turning point in the banking revolution.