Panel – Growing and Retaining AUM, comparing various business models

Panel – Growing and Retaining AUM, comparing various business models

Financial Planning and investment management go hand in hand in many industry practices. When they do the bulk of the firm’s revenue usually comes from management fees on assets under management (AUM) making the retention and growth of AUM vital to the future success of the business.

This panel will explore approaches, ideas, challenges, and the realities of growing one’s AUM business across various distribution channels: Investment Counsels, Dealership, and Fee and referral models.

 

REGISTER NOW

Members: $495.00 plus tax | Non-Members: $595.00 plus tax
2 Day Symposium, October 1 + 2 : $445.00
Sneak A Peek/Advanced Education Day: $150.00 plus tax

You will be directed to the registration page on iafp.ca to complete the transaction. *non-member registrations are subject to approval