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, our specialists will discuss 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.
Professionals in the asset and wealth management industry, and private equity, banking, and insurance professionals interested in M&A activity in the asset and wealth management industry.
Participants of the live webcast will be eligible for 1 CPE credit. Participants will need to log on from their individual computers to receive CPE credit.
Please note that CPE credit can only be given to individuals who remain logged into the LIVE webcast and respond to the polling questions provided during the webcast. If you are viewing this webcast in a group, everyone in the group can receive CPE Credit. Also, those who dial in via telephone are NOT eligible for CPE credit. Please note that this is a NASBA (not PwC) requirement.
Find answers here to frequently asked questions concerning CPE webcast participation.
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