On-Demand Webinars
- Contains 2 Component(s), Includes Credits Recorded On: 11/15/2023
Join the Delta Data and NQR team for a specialized webinar designed to equip you with essential insights for effectively managing risk throughout the intermediary oversight process.
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- Contains 2 Component(s), Includes Credits Recorded On: 11/01/2023
Learn how to create, develop, and evolve successful employee networks.
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- Contains 2 Component(s), Includes Credits Recorded On: 10/11/2023
Learn how to comply with the T+1 settlement cycle in the US starting May 2024.
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- Contains 3 Component(s), Includes Credits Recorded On: 09/27/2023
Learn how to start identifying and evaluating critical DEI metrics.
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- Contains 7 Component(s), Includes Credits Recorded On: 08/23/2023
This session will look at the latest trends in financial wellness and solutions to engage investors of all ages, income levels and career paths.
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- Contains 2 Component(s) Recorded On: 06/07/2023
Hear from Nicsa Rising Stars and experienced industry mentors about the differences between networking, mentoring and sponsorship.
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- Contains 2 Component(s), Includes Credits Recorded On: 11/30/2022
To help organizations better understand the current industry contact center environment and emerging trends and best practices, this session will share high-level results from the 2022 NQR/Nicsa Contact Center research study.
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- Contains 2 Component(s), Includes Credits Recorded On: 11/16/2022
Asset managers from both sides of the Atlantic are offered a timely view on global legislative timelines, including updates and action plans from regulatory experts.
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- Contains 2 Component(s), Includes Credits Recorded On: 09/21/2022
Join Cogent Syndicated to hear the latest insight into trends in the advisor landscape. Asset managers and distributors are invited to learn how to strengthen engagement with advisors amid an unsettled economic and market environment. This webinar will identify current advisor concerns and strategies to offer support as advisors seek to reassure their clients of the benefits of investing over the long-term.
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- Contains 2 Component(s), Includes Credits Recorded On: 09/07/2022
Interacting with advisors continues to evolve at a faster pace than ever. Broker teams, advisory groups, and the use of home office models have continued to distribute investment decisions across individuals at advisory firms. Advisors themselves are being bombarded by more communications than ever, and wholesalers need to find effective ways of engaging advisors. The panel will explore the growth of teams and models in the industry, the roles individuals take with advisory firms, the data needed to make and track sales, and how to have effective interactions with advisors.
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May contain forward-looking statements subject to various uncertainties. Personal views and observations of individuals contained herein are as of the date of the live event or written material and do not necessarily reflect the views of Nicsa or any of its member organizations. Matters addressed in this work may touch upon legal or regulatory matters, however nothing herein is intended to be or should be construed as legal advice. You should contact your own counsel in order to obtain legal advice regarding these or any other matters. The information contained herein is for informational purposes only and does not constitute a recommendation of best practices.
