ESG Investing Workshop
OnlineJoin our exclusive workshops with Sam Adams where we will be having an in depth look at ESG, the latest developments within the sustainable finance space and how the financial advisory community can adapt to best serve investors. Sam will take us on an educational journey covering a number of areas including, but not limited to; looking at the full spectrum of ESG investing, how ESG can be communicated to clients with stories and explanations, and (in true EBI style) a look…
The Impact of Inflation on Equities & Equity Factors
OnlineThis topical webinar will examine the impact of inflation on equities and equity factors. Hosted by Bernd Hanke of GSI.
What I’ve Learned About Growing Adviser Businesses from the most Successful Advisers
OnlineJoin our workshop with Sam Adams and discover what he has learned over the years from successful advisers, and how this can be used to help grow your business.
Consumer Duty – Expectations for small to medium sized firms
OnlineAre you ready for the new Consumer Duty regulation? The webinar is hosted by Mark Goold of the FCA, and will cover the background to the regulation, examples of good practice and is targeted at firms who advise on pensions/investments
The big question for 2023: ‘How can I show value to clients?’
OnlineJoin our workshop with Sam Adams who asks the question: 'How can I show value to clients?'
How can I show value to clients?
OnlineJoin our workshop with Sam Adams who asks the question: 'How can I show value to clients?'
Insights to innovation – ‘Harnessing change for business growth’ an interview with NextGen Planners
OnlineNext Gen Planners joins ebi's Compound Interest for an insightful chat about what it’s like building the freshest UK’s advisers community.
Insights to innovation – Devising your marketing game plan in 2023 an interview with Phil from Yardstick
OnlinePhil Bray from The Yardstick Agency joins ebi Compound Interest webinar series for an insightful chat about what’s needed to develop a successful marketing strategy for your business.
How to build a successful financial planning firm in 2023 – an interview with Graham Ponting
OnlineHow to build a successful financial planning firm in 2023 - an interview with Graham Ponting
Driving value and growth: Insights from Dimensional’s Global Advisor Study with Blair Anderson
OnlineDriving Value and Growth: Insights from Dimensional’s Global Advisor Study, with Blair Anderson of Dimentional Dimensional’s Global Advisor Study captures insights from advisory and wealth management firms across the world. Join ebi and Dimensional to enhance your firm’s focus and strategy in delivering growth and value for clients. Topics to be covered include: 60 minutes of Structured CPD. For Financial Professionals Only Blair Anderson, Regional Director & Vice President at Dimensional Fund Advisers Blair Anderson…
ebi Quarter Two 2023 Update
OnlineWouter Sturkenboom, Chief Investment Strategist at Northern Trust will provide a macroeconomic overview followed by an asset class review and ebi portfolio update from Jonathan Griffiths, ebi’s Investment Product Manager.