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 Ensuring data privacy and compliance for ultra-high net worth families Josh Kanter, Founder & CEO of leafplanner, Bob Lam, Co-Founder & CEO of ShardSecure leafplanner offers a SaaS solution that empowers high-net-worth families to prepare for the future. leafplanner’s application creates a dynamic, regul... 1 day ago | 36 mins Using AIM IHT - Do's, Don’ts & Maybes Fundamental's Stephen Drabwell, Chris Boxall, Jonathan Bramall plus special guest Town Close's Jeremy Askew WEBINAR: Join Fundamental Asset Management: Co-Founders Chris Boxall & Stephen Drabwell and special guest Town Close Financial Planning: Managing Dire... June 14, 2023 2:00pm Leveraging a Multi-Channel Recruitment Strategy to Build Your Influencer Roster Olivia McNaughten, Director, Product Marketing at GRIN Join us for a Masterclass and learn how GRIN Community member Danny Marken from True Citrus employed a multi-channel recruitment strategy to scale its... 3 weeks ago | 60 mins Navigating Digital Assets for Financial Advisors Jasmin Sethi, Hashim Mitha, Maredith Sapp, Kevin Reed 79% of asset managers are exploring crypto-based and decentralized finance products as part of their changing product suite. Alternative investments a... June 20, 2023 4:00pm Artificial intelligence and nursing: opportunity or threat? Dr Siobhan O’Connor, senior lecturer, King’s College London. Chaired by Debbie Paterson, senior technical manager, HFMA Artificial Intelligence (AI) has moved from science fiction into our present everyday conversations, which brings with it both potential opportunities... July 21, 2023 12:30pm Using the SOGP and CCM for Multi-Cloud Security Benoit Heynderickx - Principal Analyst, ISF, and Lefteris Skoutaris - Program Manager, CSA In this session, we will demonstrate how the cross reference can help security practitioners leverage the two resources to deploy effective controls o... 2 months ago | 61 mins The WICYS + ISC2 Certified in Cybersecurity Certification Summer Camp Quiana Oates - Program Manager, WiCyS & Alicia Williams - External DEI Program Coordinator, (ISC)² Join us for an informational webinar for the WICYS + ISC2 Certified in Cybersecurity Certification Summer Camp. The WICYS + ISC2 Certified in Cybersec... 3 weeks ago | 20 mins EP 200: Data & Technology Connect Wealth Managers to New Clients Devon Drew, Founder & CEO of DFD Partners DFD Partners is on a mission is to provide asset managers the most innovative, data driven distribution platform in the industry. Devon Drew, Founder ... 4 months ago | 24 mins Ep 3 - "It’s all about the client, not about you…" Hazel Johnston, Wayne Holcombe and special guest Nicola Crosbie – Owner of Moran Wealth Management In this episode, Hazel and Wayne are joined by Nicola Crosbie – Chartered Financial Planner and owner of Moran Wealth Management. As professionals in... 4 months ago | 47 mins WealthTech Talks: 2021 in Review – 2022 in View Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic As 2021 comes to an end and with 2022 very much in sight, this webinar looks at the main trends and themes in and around wealth management and technol... 1 year ago | 61 mins Load more
