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16 March 2016 Multimedia

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The Cornerstone of Financial Firms in the 21st Century

  1. Joshua M. Brown

Conference Collections is a new product from CFA Institute. It features content developed from CFA Institute conference sessions and is a replacement for our Conference Proceedings Quarterly series, which will be retired at the end of the year. 

This edition of Conference Collections features Josh Brown's presentation, Building a 21st Century Advisory Firm, from the 2016 CFA Institute Wealth Management Conference.

Content from this session includes a blog, webcast of Josh Brown's presentation, key takeaways from this session, and a transcript of Josh Brown's presentation. This collection of products is eligible for 1 continuing education (CE) credit.

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