Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.
Over recent years we have seen interest in sustainability and demand for sustainable investment solutions grow – this is set to continue in 2018, but what is driving the growth. Join Julia Kochetygova and Emily Lawrence as they discuss the big themes behind the interest and take a look at how these translate in to investment trends and opportunities.
In this webinar we will discuss:
Gregg will define Smart Beta while discussing how the First Trust’s AlphaDEX® UCITS ETF methodology seeks to capture Value, Momentum and Size market factors. Gregg has extensive academic knowledge of market anomalies and behavioural economics, and he will explore how and why these factors should persist.
In 2018, the gains realized from applied analytics will become so pervasive that we expect virtually every security product to be an analytics product. Automation will become more evident, identity will assume new importance, and consolidation will be the word of the day at the endpoint. With new classes of security concerns already making headlines in 2018 – and with EU Global Data Protection Regulation and privacy in the spotlight - what risks are on the horizon?
Join Scott Crawford, Research Director, Information Security and Dan Kennedy, Research Director, Voice of the Enterprise, for a live webinar on February 13 as he reviews these and other trends expected to shape the information security landscape in 2018, and the level of impact those trends will have on the market. Come armed with questions, as there will be a live Q&A session at the end of the webinar.
It’s no longer business as usual in the multibillion-dollar tech M&A market. New buyers are displacing many of the long-time leaders, while other companies from far outside the tech industry are suddenly looking for ways to buy into new trends. To help you navigate this changing M&A landscape, join Brenon Daly, 451 Research’s Director of Financials, for a look ahead to activity in 2018. Drawing on data and insight from across 451 Research, our annual Tech M&A Outlook webinar will highlight specific trends in key enterprise IT markets – including information security, software, mobility and IoT -- that will shape dealflow and valuations in the coming year.
Many asset managers follow a high quality growth style, but what sets the Vontobel Quality Growth Boutique apart? We have spent decades building our team and distinct investment approach. Director of Research Igor Krutov discusses the philosophy and mechanics behind our process.
The idea of "wherever, whenever" banking has forever changed how consumers expect to bank and borrow, and today's emerging technologies like conversational agents are only adding fuel to that fire.
As the ante continues to be raised by those inside and outside of the sector (read Amazon, Uber, and Apple just to name a few), financial institutions are working harder than ever to quickly deliver compelling, simplified, and differentiated digital experiences that translate into customer loyalty.
On this webinar, Jared Johnson sits down with Discover's Director of Digital Experiences, Steve Furman, to discuss:
- Why retail banks and lenders must re-imagine customer experiences across the entire customer journey
- The importance of introducing new digital products and services to stay competitive in today’s changing world
- How retail banks should look to tackle digital transformation from the inside-out
- And much more!
In 2018, will the U.S. market continue to power up on expanding margins? What would that mean for the rest of the world’s economies? Will it signal a shift among investors toward active strategies that are better able to invest down the market-cap scale? If so, then the new year may be one in which the style of portfolio flows into Asia's economies starts to change. It may also be that Asia is once again seen as a separate region from the emerging markets.
We invite you to join Matthews Asia’s Chief Investment Officer Robert Horrocks, PhD, in a discussion about the most likely global investment scenarios for 2018.
Vontobel works with many institutional and intermediary clients around the world and has dedicated sales and service teams located in the US, Europe and Asia-Pacific that are familiar with local practices and regulations.
For investors interested in capturing China’s long-term growth potential, lower volatility portfolios made up of high-quality stocks may have strong appeal. Chinese equities present an intriguing total return opportunity, anchored by attractive dividend yields and improving dividend growth prospects. Meanwhile, China’s smaller companies, which tend to be less volatile than their large-cap peers, are riding a wave of innovation and are positioned to come into their own as investment opportunities in 2018.
Please join China Strategist Andy Rothman along with Portfolio Managers Sherwood Zhang and Tiffany Hsiao as they discuss.
In this webinar, Avere Systems and Google Cloud explore the ways in which alternative asset managers are leveraging technology to drive improved profitability data without large capital investments in infrastructure.
Today’s hedge fund managers are consistently analyzing greater volumes of data, with more speed, from a plethora of sources, with the end ambition of generating more alpha. Balancing the growing risks associated with proprietary data, compliance and regulatory restrictions, while supplying top-level performance is a dilemma facing IT managers everywhere.
In this webinar we will discuss:
– The trends driving increased demand for analytics in the alternative asset management sphere
– Considerations for leveraging the cloud for short-term backtesting workloads
– Practical tips for overcoming potential obstacles of latency, data movement, and lock-in
Nasdaq Dorsey Wright & First Trust Partner to Bring AlphaDEX® to European Advisors | 1 CPD Credit (pending approval)
The growth of technology & fee based advisory in the United States have been powerful drivers of the adoption of ETFs and outsourced Model Portfolios by financial advisors and wealth managers.
MiFID 2 and the rise of Robo advisors looks set to reshape advisor business models and accelerate these same trends amongst investors in Europe.
Nasdaq Dorsey Wright and First Trust have been at the forefront of this investing revolution in the United States, delivering quantitative asset allocation strategies and systematic smart beta ETFs to empower advisors to compete in this new world.
The tried and tested combination of Nasdaq Dorsey Wright Relative Strength Model Portfolios and First Trust AlphaDEX® ETFs is a powerful solution now available to advisors in Europe to enable them to future proof their business and thrive in the era of the Robo Advisors.
In this session participants will learn:
-How to implement a systematic approach to asset allocation utilising ETFs
-How to differentiate between smart beta exposures
-Nasdaq Dorsey Wright relative strength asset allocation methodology
-First Trust AlphaDEX® security selection strategy
•Greg Guerin, Senior Product Specialist, First Trust
•Dave Gedeon, Head of Research & Development, Nasdaq Global Information Services
•Jay Gragnani, Head of Research & Client Engagement, Nasdaq Dorsey Wright