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Web Series

 

 

Do you have business intelligence, research, performance data and education that will help the bank insurance and securities community make better-informed business decisions, grow their businesses, and advance their personal brand and professional stature? Then submit a webinar proposal!   

Looking for a past webinar that you attended or your co-worker recommended?  Check out our webinar archives!

**Please note that these webinars are closed to the media unless otherwise stated**

**Non-BISA Members are welcome to attend at the price of $50 per registrant, per webinar**

 

 If you have any questions or concerns, please contact Leigh Maltby either via e-mail at lmaltby@bisanet.org or by phone at (202) 367-2460.


Upcoming Webinars

 

October
 
"Building a Wealth Management Practice:  Insights from Pacesetting Firms"

Presented by National Financial®, a Fidelity Investments® company
BISA Platinum member


Date
:  October 29, 2014

Time:  2:00 PM – 3:00 PM ET
Registration:   https://www4.gotomeeting.com/register/551384263

Findings from Fidelity® Bank Wealth Management study show wealth management lessons that may provide a potential growth path.


Sarita Bhagwat is vice president of market research and insights for Fidelity Investments®, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. Ms. Bhagwat oversees all marketing research activities for Fidelity’s institutional business and often contributes to the group’s whitepapers, thought leadership points of view, and speaking engagements. Prior to joining Fidelity, Ms. Bhagwat was the head of the financial services sector at Affinnova, where she established the firm’s finance vertical to help support innovation efforts for clients across banking, payment, investment, and insurance sectors. Prior to Affinnova, she led the financial services sector for TNS, India, and spent 10 years at Abt Associates, a research based consulting company in Cambridge, Massachusetts. Ms. Bhagwat received a bachelor of science in physics from Fergusson College India and an MBA from University of Pune. Ms. Bhagwat also holds a masters degree in consumer behavior from University of Florida.

 

Disclosure:  For Investment Professional Use Only. Third party marks are the property of their respective owners.  The third parties listed are independent companies; listing them does not suggest a recommendation or endorsement.  The registered trademarks and service marks appearing herein are the property of FMR LLC.  National Financial Services LLC, 200 Seaport Boulevard, Boston, MA 02210; Member NYSE, SIPC.


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Bank Insurance & Securities Association
2025 M Street, NW, Suite 800 | Washington, DC 20036
p: 202-367-1111 | f: 202-367-2111 | e: bisa@BISAnet.org