Investment Management Product Strategy Forum 2017

  • 08-09 Mar 2017
  • Princeton Club of New York, New York City, NY, United States

Description

The Investment Management Product Strategy Forum 2017 is dedicated to current and future trends in the investment management industry to help you develop your ideal offerings.

Topics
  • Plan Sponsor Panel: Investment Priorities the Next Five Years
  • How will the DOL Fiduciary Rule Affect Current and Future Products and Services?
  • Staying Ahead of the Fintech Curve during the Rise of Sophisticated Robo-Advisors
  • The Next Potential Great Opportunity: Federal and State Based Retirement Plans
  • How to Leverage Technology and Manage Data
  • Best Practices for Communicating with Your Customers
Who should Attend
  • Advisors
  • Investment Managers
  • Plan sponsors
  • Consultants
  • RIA’s
  • Platforms
  • Indexes
  • Technology providers
  • Research firms

Past Events

Important

Please, check "Investment Management Product Strategy Forum" official website for possible changes, before making any traveling arrangements

Event Categories

Business: Finance
Services: Banking

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