Asset and wealth management webcasts and replays

PwC's webcasts offer a wide range of topics and are designed to keep you informed about emerging issues and current developments impacting your business. 

Live webcasts typically offer continuing professional education (CPE) credits, and we post archived versions for those who can’t make the live event. If you have any questions concerning CPE, you can find answers here to frequently asked questions concerning CPE webcast participation.

 

M&A insights – How asset and wealth managers can remain competitive
June 6, 2017

In today’s ever-changing environment, asset and wealth managers are responding to industry challenges by implementing new strategies to remain competitive. During this webcast, PwC specialists discussed how an M&A transaction can be a solution for complex challenges such as changes in distribution, shifts in investor preferences, pressures of regulatory changes as well as keeping expense ratios low while dealing with increasing compliance and customer acquisition costs and shrinking margins.


The DOL Fiduciary Rule goes live June 9: Are you prepared?
June 5, 2017

This webcast focused on the business implications of the announcement by Secretary Acosta that the DOL will move forward with the June 9 applicability date for the DOL Fiduciary Rule.


Complex financial instruments: What directors need to know
November 15, 2016

As financial instruments continue to become more complex, oversight activities can be a challenge for directors - continuous education can keep directors up to date with rapidly changing markets. Furthermore, the SEC agenda and current regulatory proposals continue to address perceived systemic risk concerns relating to the asset management industry. During this webcast, panelists provided an overview of certain complex financial instruments and discuss leading practices in connection with oversight responsibilities.

M&A insights – How asset and wealth managers can remain competitive
June 6, 2017

In today’s ever-changing environment, asset and wealth managers are responding to industry challenges by implementing new strategies to remain competitive. During this webcast, PwC specialists discussed how an M&A transaction can be a solution for complex challenges such as changes in distribution, shifts in investor preferences, pressures of regulatory changes as well as keeping expense ratios low while dealing with increasing compliance and customer acquisition costs and shrinking margins.
 

A year in transition, a look ahead
January 19, 2017

As tax continues to evolve, alternative fund managers should be aware of what’s coming ahead as we transition into a new political and regulatory landscape.  In this webcast, PwC specialists discussed:

  • First look at post-election tax landscape
  • Section 385 debt/equity regulations - application to typical fund structures
  • New tax allocations regulations - impact on 2016 filings
  • Section 871(m) reporting and withholding - practical considerations for implementation
  • US adoption of country-by-country reporting - application to fund managers
     

871(m) regulations: A focus on "gap issues" for funds and an overview of PwC's PTP/MLP 871(m) service
January 11, 2017

This webcast focused on the regulations under Section 871(m) of the Internal Revenue Code and their impact on private equity firms/hedge funds.

M&A insights – How asset and wealth managers can remain competitive
June 6, 2017

In today’s ever-changing environment, asset and wealth managers are responding to industry challenges by implementing new strategies to remain competitive. During this webcast, PwC specialists discussed how an M&A transaction can be a solution for complex challenges such as changes in distribution, shifts in investor preferences, pressures of regulatory changes as well as keeping expense ratios low while dealing with increasing compliance and customer acquisition costs and shrinking margins.
 

Tax hot topics for the real estate industry
April 26, 2017

This webcast covered the latest tax hot topics in real estate including various tax reform proposals that could be impacting the industry in the near- and long-term.


US Commercial Real Estate: Insights and Expectations
March 22, 2017

During this webcast, panelists discussed the findings from the First Quarter 2017 PwC Real Estate Investor Survey, the outlook based on the PwC Real Estate Barometer, and the findings of the January 2017 Hospitality Directions.


871(m) regulations: A focus on "gap issues" for funds and an overview of PwC's PTP/MLP 871(m) service

January 11, 2017

This webcast focused on the regulations under Section 871(m) of the Internal Revenue Code and their impact on private equity firms/hedge funds.
 

Hot topics and the rapidly changing landscape for corporate real estate
July 13, 2016 

During this webcast, PwC experts discussed: 

  • The new lease standard and related business implications
  • Real estate monetization trends
  • Sustainability programs
  • Real estate implications of disruptive innovation or technology
  • Real estate arrives - a key element of corporate strategy

M&A insights – How asset and wealth managers can remain competitive
June 6, 2017

In today’s ever-changing environment, asset and wealth managers are responding to industry challenges by implementing new strategies to remain competitive. During this webcast, PwC specialists discussed how an M&A transaction can be a solution for complex challenges such as changes in distribution, shifts in investor preferences, pressures of regulatory changes as well as keeping expense ratios low while dealing with increasing compliance and customer acquisition costs and shrinking margins.


The DOL Fiduciary Rule goes live June 9: Are you prepared?
June 5, 2017

This webcast focused on the business implications of the announcement by Secretary Acosta that the DOL will move forward with the June 9 applicability date for the DOL Fiduciary Rule.

Contact us

Alison Gilmore
US Asset and Wealth Management Marketing Leader
Tel: +1 (646) 471 0588
Email

Lydia Morrish
US Asset Management Marketing Manager
Tel: +1 (646) 471 5923
Email

Emily Domeyer
US Asset Management Marketing Manager
Tel: +1 (312) 298 3578
Email

Follow us