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The Future of the Transfer AgencyContains 1 Component(s) Recorded On: 07/28/2020
FIS and other industry thought leaders discuss lessons learned from COVID19 and how to enhance immunity of the transfer agency in the event of future crises.
Invesco's Nate Dierkling on the Evolving FA PracticeContains 1 Component(s)
Invesco's Nate Dierkling on the evolving FA practice, relationships, and model structures
Fidelity Investments' Tricia Haskins on Distribution DisruptorsContains 1 Component(s) Recorded On: 02/27/2020
Fidelity's Tricia Haskins on distribution disruptors and technology adaptation
American Century's Chris Lahna on Collaborative Solutions to D&IContains 1 Component(s) Recorded On: 12/16/2019
American Century’s Chris Lahna on why collaboration is so important when tackling diversity and inclusion issues
Merrill Lynch's Sandy Bolton on Leading Trends in DistributionContains 1 Component(s) Recorded On: 12/06/2019
Merrill Lynch’s Sandy Bolton on leading trends in product development and distribution models
BlackRock's Eve Cout on the Evolution of Model PortfoliosContains 1 Component(s) Recorded On: 11/25/2019
BlackRock’s Eve Cout on the use of model portfolios to manage client investment strategies.
Aligning Operational Resources in the Digital Age (podcast)Contains 1 Component(s) Recorded On: 09/10/2019
How data is impacting servicing models
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