Events Calendar

Title

Suburban Luncheon: The Value of Premium Wealth Management, featuring Bob Dannhauser, CFA Institute

Event Description

It's been nearly ten years since the global financial crisis, and many wealth advisers are still struggling to reorient themselves. Regulations have imposed the need to review the definitions of product and service. Squeezed margins and a precarious market environment have heaped pressure on firms to get the proposition right.

The misalignment between investor values and adviser value proposition has brought to light how the current solution has failed to attract the full potential customer base; the next phase will require advisers to think and act differently. A wave of younger clients is beginning to challenge the definition of value in the adviser-client relationship. And new tools and technologies are disrupting the traditional model to offer investors new options for consuming financial advice. Combined, these trends raise the importance of cultivating professional standards to ensure that the advisory function delivers premium customer outcomes.

Bob Dannhauser, FRM, CAIA, CFA is Head of Global Private Wealth Management at CFA Institute. He directs the global

private wealth management practice of CFA Institute. Based in New York City, he is responsible for content and programs that address the most relevant issues confronting private wealth practitioners and advocating for best practices that uphold fairness and integrity.

Previously, he was responsible for the organization's highly respected standards of practice which provide guidance to individuals and firms grappling with ethical problems in the investment industry. Dannhauser is a member of the investment committee overseeing the CFA Institute operating reserve and previously chaired the organization's defined contribution investment committee.

Dannhauser earned a MBA in finance from the Johnson Graduate School of Management at Cornell University, and a MPH in health systems and policy from the University of Medicine and Dentistry of New Jersey. He earned a BA in political science from George Washington University. In addition to holding the Chartered Financial Analyst designation, he earned the Financial Risk Manager certification from the Global Association of Risk Managers as well as the Chartered Alternative Investment Analyst designation from the CAIA Association.

Registration:

CFAP Members: $25.00

Non-Members: $40.00

Speaker

Bob Dannhauser, CFA

Event Type

Society; Educational

Education Topic

Private Wealth Management

Start Time

5/3/2018 12:00 PM

End Time

5/3/2018 1:30 PM

Event City

Conshohocken

Event State/Province

Location Info

Philadelphia Marriott West

111 Crawford Avenue

West Conshohocken, PA

CE Credits

N/A

Member Price

$25.00

Non-Member Price

$40.00

Candidate Price

$25.00

Registration

Click here to register.

All Day Event

Recurrence

Attachments

Content Type: MyCFA Calendar