Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date Digitalization in Challenging Times:How Finserv Can Stay Competitive & Efficient John Cappelletti, Split’s CFO & Ariel Perez, Split Experimentation and Finserv Leader Follow suit with industry leaders during an economic downturn by investing in feature management that impacts your bottom line. Prepare your FinServ c... February 15, 2023 6:00pm Goal based planning: a win-win for wealth management advisors and clients Antony Bream, MD - UK and Americas, Wealth Dynamix Catch up on all the action as we replay our webinar looking at goal-based planning in wealth management: With William Trout, Head of Wealth Managemen... 2 years ago | 45 mins Sustainable investing quarterly market update Mike Fox For Professional Clients only, not suitable for Retail Clients. The current market environment is relatively unique in the history of sustainable inv... 7 months ago | 50 mins [Webcam Panel] Goal-Based Impact: Investing in the SDG Sean Fisher, Pennine Wealth Solutions | Elgin Chau, Act Analytics | Christopher McLean, Stonechair Capital The 2020s are being called the "Decade of Action" by the United Nations, who outlined the 17 Sustainable Development Goals in 2015. There have been up... 3 years ago | 49 mins How To Set Goals in Alignment with Your Values Rosemarie Wilson | Founder, Speaker, Coach & Mentor - Pragmatica Coaching Let’s talk Goal Setting, Planning & Values! On average we spend more time planning our annual holiday than we do our ‘Life Goals’. Having a dream to... 3 years ago | 57 mins How to make a credible commitment to net zero? Vicki Bakhshi and Joe Horrocks Taylor Financial institutions representing $170 trillion in assets have now made commitments to net zero emissions. It’s one of the biggest trends in the inv... 10 months ago | 49 mins Spotlight on... Ortec Finance Antony Bream, MD - EMEA & Americas, Wealth Dynamix We are excited to launch ‘Spotlight on…’, a new series of webinars where we sit down for a fireside chat with our partners from the wealth management ... 3 years ago | 32 mins Goal based planning: a win-win for wealth management advisors and clients Antony Bream, MD - EMEA & Americas, Wealth Dynamix With William Trout, Head of Wealth Management at Celent headlining in this debate on the importance of goal-based financial planning, this session pro... 3 years ago | 45 mins Achieving Goals with Impact Investing Galie Makhathini, Investment Executive: Environmental, Social and Governance, Metier Impact investing and the increasing demand by investors who screen investments for tangible benefits for society and the environment has changed the w... 2 years ago | 22 mins COP26: Part 1 | ETF strategies to decarbonise the world Gabriela Herculano, Stephen Derkash, Nicholas Mersch On October 31st, all eyes with be on Glasgow as world leaders meet for the 26th Conference of the Parties (COP26) with the goal of establishing ambiti... 1 year ago | 62 mins Load more
