Industry News

    We will offer two live webinars on 31 January and 1 February 2018. We welcome you to promote them to your members. Please note that these programs are free and open to everyone regardless of membership status.

    CFA Institute members can 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.

    Please let us know if you have any questions.

    Roadmap to Success 2018: Perspective from Wealth Management CMOs
    Date: 31 January 2018
    Time: 11:00 a.m.–12:00 p.m. ET
    Speakers: April J. Rudin and David Lo
    CE credit: 1.0 CE
    Register now

    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.

    April J Rudin, Founder and President of The Rudin Group, is an acclaimed financial services and wealth management marketing strategist. A digital and traditional media expert, April is distinguished by her ability to forecast, analyze, and illuminate critical trends in the industry and create unexpected campaigns for enhancing brand visibility. The Rudin Group, founded in 2008, designs bespoke marketing campaigns for some of world’s most important wealth management/family office firms. Firm’s strengths include: digital strategy, high-net-worth, and multi-generational marketing.

    April is a regularly featured source of expert commentary to international news and business outlets, trade publications and broadcast media. She is recognized by IBM as an “Influencer” in both wealth management and fintech.

    April has also created and maintains an extensive thought leadership domain that includes wealth management/fintech/financial services blogs featured on Huffington Post, American Banker, CFA Institute Enterprising Investor, Family Wealth Report, Fundfire, Investment News,, and many other trade publications. April is a judge for Family Wealth Report’s Annual Wealth Management Industry awards. April also heads the editorial board for NexChange, a global financial services’ networking start-up.

    David Lo is an Associate Partner at Scorpio Partnership. He leads the development of the Scorpio business in the United States and is responsible for US client insight. He is actively involved in research programmes that connect client experience to wealth management key performance indicators. David has 15 years of market research experience and joined Scorpio from J.D. Power and Associates where he was responsible for the financial services practice. David completed a degree in business at Central Michigan University and received an MBA from Oakland University.

    Key Lessons from Financial History for Today's Investors
    Date: 1 February 2018
    Time: 5:30–6:30 p.m. IST
    Speaker: Russell Napier
    CE credit: 1 CE
    Register now

    Global monetary policy is tightening quickly, and there are fifteen countries where a systemic banking crisis is probable. This is not the consensus view of the world, but it is what investors should expect based upon some of the lessons from financial history. Russell Napier will discuss many other lessons from financial history that investors can apply today to improve their knowledge and their portfolio performance.

    Russell Napier is the co-founder of the Electronic Research Exchange (ERIC). He is also the author of The Solid Ground investment report.