PAST WEBINARS

AITE GROUP EVENTS

Speaker

Tuesday, May 23, 2023

2023 Portfolio Management and Reporting Systems Trends

Clients, please be sure to login to view the full on-demand recording of the webinar. If you’re not a client and you’re interested in viewing the on-demand recording of the webinar, please click here. During this webinar, Aite-Novarica Group Strategic Advisor Wally Okby shares the...

Wally Okby

Thursday, February 2, 2023

2023 Top 10 Trends in Wealth Management: The Juice Is Worth the Squeeze

Clients, please be sure to login to view the full on-demand recording of the webinar. If you’re not a client and you’re interested in viewing the on-demand recording of the webinar, please click here. Wealth Management faces its first extended downturn since the Great Recession...

Andrew Besheer, David Himmel, Gavin Little-Gill, Meghna Mukerjee, Wally Okby

Monday, December 19, 2022 | 4:15 p.m. ET

Making Client Reporting the Center of Your Client Experience

Not long ago, client reporting was viewed as mainly a regulatory requirement. Today, leading investment advisors are looking for ways to strengthen client relationships with reporting that provides a superior client experience. Join Aite-Novarica Group Strategic Advisor Wally Okby, Addepar...

Wally Okby

Tuesday, January 11, 2022 | 11:00 a.m. ET

Top 10 Trends in Wealth Management, 2022: So Many Opportunities, So Little Time

Clients, please be sure to login to view the full on-demand recording of the webinar. If you’re not a client and you’re interested in viewing the on-demand recording of the webinar, please click here. [RECORDING AVAILABLE] Join Aite-Novarica Group Wealth Management Practice...

Meghna Mukerjee, Wally Okby

Thursday, March 11, 2021 | 11 a.m. ET

The Impact of COVID-19 on Financial Services: One Year Later

(RECORDING AVAILABLE) A year in, the COVID-19 crisis and subsequent government responses continue to have a significant impact on the global economy. In this webinar moderated by Aite Group senior analyst Rodney Nelsestuen, 11 analysts will provide an overview of the pandemic’s effect...

Vinod Jain, David Mattei, David O'Connell, Wally Okby

Tuesday, January 12, 2021 | 11 a.m. ET

Top 10 Trends in Wealth Management, 2021: The Future Is Now

Join research director Alois Pirker and the Wealth Management team for this live one-hour webinar as they identify the top trends that will shape the wealth management landscape around the globe in 2021 and beyond. Attend the webinar to: Hear about how market consolidation will reshape the...

Meghna Mukerjee, Wally Okby

Thursday, April 23, 2020 | 11:00 AM EST

Navigating Wealth Trends in Uncertain Times

As the world grapples with the coronavirus pandemic and comes to terms with its wide and far-reaching implications, global wealth managers have had to quickly recalibrate and adjust to a new reality, the likes of which none have ever experienced. Almost overnight, the pandemic has forced firms to...

Wally Okby

Thursday, April 2, 2020 | 10 a.m. ET

Shining a Spotlight on the MENA Region’s Wealth Management Market

The banking market in the Middle East and North Africa (MENA) is fragmented and crowded. The onshore wealth management industry’s product and service offerings are still nascent, though leading banks in the region have expended tremendous resources to establish and enhance their private banking and...

Wally Okby

Thursday, January 9, 2020 | 11 a.m. ET

Top 10 Trends in Wealth Management, 2020: Wind of Change

Join research director Alois Pirker and the Wealth Management team for this live one-hour webinar as they identify the top trends that will shape the wealth management landscape around the globe in 2020 and beyond. Attend the webinar to: Hear about how the recent implementation...

Wally Okby

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