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The future of investment management: A balance of scale and customization

Thurs, Sept 6 | 4:00pm-5:00pm ET

As advisers are looking to provide more personalized and customized services to their clients, the role of investment management within an advisory firm is being re-examined by many.

In this exclusive video webcast, several of the industry’s thought leaders and top advisers will provide you with actionable advice that will allow you to scale, customize and grow your business. In addition, this webcast will feature key findings from a new FlexShares Exchange Traded Funds research study, The Race to Scalability 2018, which focuses on how different types of advisory firms are approaching investment management – either by outsourcing to an external manager, or developing expertise in-house.

Specifically, this webcast will explore: 
  • How mounting demands on advisers are driving the need for more efficiency and scale
  • Why behavioral management is an important component of advisory value add today
  • Changing trends around and advisers’ opinions of investment management outsourcing 
In addition, all registrants for this webcast will receive a free copy of The Race to Scalability 2018: Advisor Research on Investment Management Trends white paper.

Accepted 1 CE Credit by the CFP Board. Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.

CE Credit is not available for On Demand Viewing.
Laura Gregg
Senior Vice President, Director of Client Development
FlexShares Exchange Traded Funds
Noreen D. Beaman, CPA
Chief Executive Officer
Brinker Capital
Matthew Sirinides
Senior Research Analyst

Mark Bruno
Associate Publisher

Before investing, carefully consider the FlexShares investment objectives, risks, charges and expenses. This and other information is in the prospectus and a summary prospectus, copies of which may be obtained by visiting Read the prospectus carefully before you invest.
Foreside Fund Services, LLC, distributor. 

Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

Please contact us at if you have any questions.


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