AssetTV Masterclass Broker Dealer
New regulations, disruptive technology, consolidation trends and changing demographics have drastically shifted the financial services industry. How are these changes affecting financial advisors?
Hear from experts Bill Morrissey, Managing Director and Head of Business Development at LPL Financial, Dale Brown, President & CEO of Financial Services Institute, and David Knoch, President of 1st Global on the current state of the industry. Each will share their insights and provide strategic ways advisors can harness change as an opportunity for growth.
Watch the program on-demand and complete a quiz to qualify for one free CE credit towards CFP, CIMA & CPWA designations. CE accreditation is provided by the CFP Board & Investments & Wealth Institute (formerly IMCA).
LPL Financial, The Financial Services Institute, and 1st Global, are all separate entities.
The content is designed for financial professionals and may not include the level of detail, explanation and disclosure needed for a general audience to accurately evaluate the facts.
Hear from experts Bill Morrissey, Managing Director and Head of Business Development at LPL Financial, Dale Brown, President & CEO of Financial Services Institute, and David Knoch, President of 1st Global on the current state of the industry. Each will share their insights and provide strategic ways advisors can harness change as an opportunity for growth.
Watch the program on-demand and complete a quiz to qualify for one free CE credit towards CFP, CIMA & CPWA designations. CE accreditation is provided by the CFP Board & Investments & Wealth Institute (formerly IMCA).
LPL Financial, The Financial Services Institute, and 1st Global, are all separate entities.
The content is designed for financial professionals and may not include the level of detail, explanation and disclosure needed for a general audience to accurately evaluate the facts.