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.
How factors outperform a traditional passive portfolio
Online‘How factors outperform a traditional passive portfolio’ with Mark Sodergren of Northern Trust Northern Trust’s Mark Sodergren joins ebi's Compound Interest for a discussion of factors and how they outperform a traditional passive approach. Topics to be covered include: Structured CPD Applicable. For Financial Professionals Only Mark Sodergren, Senior Vice President and Head of Quantitative Strategies at Northern Trust Mark Sodergren is a Senior Vice President and head of Quantitative Strategies at Northern Trust Asset Management. He…
ESG in the Spotlight: Addressing Critics and celebrating success with Sam Adams
OnlineESG in the Spotlight: Addressing Critics and celebrating success webinar with Sam Adams
ebi Quarter Three 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.
Balancing ethics and returns: How behavioural finance has re-set the ESG questionnaire
OnlineBalancing ethics and returns: How behavioural finance has re-set the ESG questionnaire with Thomas Mitchell of Oxford Risk
Aligning values with investments: ESG, SRI and your clients
OnlineAligning values with investments: ESG, SRI and your clients
ebi Quarter Four 2023 Update with Wouter Sturkenboom of Northern Trust and Jonathan Griffiths of ebi
OnlineAligning values with investments: ESG, SRI and your clients
‘Labels to enable’ – SDR and what it means for advisers with Rebecca Kowalski
OnlineRebecca Kowalski, author of the PFS/CII spotlight course on ESG and Sustainable Finance, joins ebi to discuss the implications of the Sustainability Disclosure Regulations Policy Statement on advisers.