Roadmap to Success 2018: Perspective from Wealth Management CMOs


11:00 a.m.–12:00 p.m., 31 January 2018
Online, United States

CFA Institute

Featured Speakers:
April J. Rudin
Founder and President
The Rudin Group

David Lo
Associate Partner
Scorpio Partnership


This is a live webinar that will take place at 11:00 a.m. ET. Convert to your time zone here.


How should wealth managers position their firms for success in the year ahead? Scorpio Research recently concluded its survey of Wealth Management firm Chief Marketing Officers (CMO) in the Americas and Europe to discern trends and priorities in the coming year. David Lo (Associate Partner at Scorpio Research) and April Rudin (President of The Rudin Group) will discuss the survey's findings, the implications for wealth management firm marketing strategy, and what wealth managers can learn from CMO insights to apply to their own practices in the coming year.

Continuing Education for CFA Institute Members

CFA Institute members: Provide your CFA Institute ID number upon registration to facilitate the entry of CE credit into your record at the close of this live webinar. Credit will not be recorded if no CFA Institute ID provided is provided.  You’ll receive an automatic notification to your email address on file once these credits have been entered into your record. Please allow 10 business days to receive your notification.

Credits · About the CE Program
1 CE (including 0 SER)