Throughout the year Compeer hosts seminars and webinars on topics of interest for the Wealth Management Sector. These topics include compliance, technology, front office efficiency, latest trends in wealth management, outsourcing and the clients’ view.
In this section details of upcoming seminars and webinars can be found including how to book your place.
Our next event
In this competitive environment, attracting millennials to their workforce could be highly beneficial for the wealth management firms and a hidden route to expanding their client base to include younger clients. Using Compeer’s data, our parent company Parkwell will be looking at the important question of what it takes in this tech dominated age to attract the brightest and best of this generation working in the sector?