Cerulli will be attending a number of upcoming industry events. Check back soon for more.
June 12, 2019 | Webinar | 12PM EST
Join Cerulli’s Scott Smith for a discussion on the evolution of model portfolios, why advisors benefit from incorporating them into client accounts and how third-party asset managers can build these portfolios and get on a distribution firm’s platform.
June 24-27, 2019 | Bella Center, Cophenhagen
Stop by booth #72 to hear about our new research, ask us about ESG.
AdvisorTech and Robo 2.0 – Putting next gen wealth management into practice
Fabrizio Zumbo, Associate Director, Retail
Wednesday, 26 June 15:15
Building the next gen investment process and making it relevant
Justina Deveikyte, CAIA, Associate Director, European Institutional
Tuesday, 25 June 14:00
Each webcast lasts approximately 30 minutes, and includes an interactive question and answer session. To register, please click "register now" and complete the form. Dial-in information will be provided via email within 24 hours upon receiving your registration request. Reminder emails will be sent to you one day and one hour prior to the start of the webcast.
Space is limited for each webcast, so please dial-in early the day of the event. Webcast replays are not available.
Please check back in a few weeks for a list of our upcoming webcasts.
We use Citrix GoToWebinar for our webcasts. To view system requirements, please click here.
For more information, email firstname.lastname@example.org or call +1 617-437-0084.