The Ultimate Directory on Finance Webinars

How investors can navigate the changing hybrid market and stay ahead of the curve.A major structural shift is coming to Australian banks. ASX bank hybrids, also known as Additional Tier 1 (AT1) capital, will begin phasing out from January 2027, bringing significant implications for investors in this $42 billion market.Join VanEck’s investments experts live as they unpack the impact of this transition, provide in-depth analysis of the fixed income and capital securities landscape, and discuss portfolio positioning.Attendees who are financial professionals will receive CPD credit within two weeks following the live webinar.Speakers:Cameron McCormack, Senior Portfolio Manager, VanEck.Cameron is an experienced actuary with expertise in quantitative modeling, investment performance evaluation, and trade execution. Previously, Cameron worked in pricing and client solutions at Pacific Life Re Australia. He is an Associate of the Society of Actuaries (ASA).Pranay Lal, Senior Associate, Investment & Capital Markets, VanEck.Pranay specialises in equity and fixed-income trading execution, creating quantitative models for portfolio management, and delivering investment analytics. Previously, Pranay held roles at Macquarie Group and PwC Australia. He is an Associate of the Institute of Actuaries Australia (AIAA) and a Chartered Enterprise Risk Actuary (CERA).

You are invited to join Enfusion, in collaboration with WTax and Financial Recovery Technologies (FRT), for an insightful webinar on maximizing fund value through withholding tax reclaims and securities class action recovery.Are you leaving valuable opportunities on the table? Many investors unknowingly miss out on recoveries leaving significant value unclaimed. In an environment where fund managers are under growing pressure to reduce fees and deliver greater return, recoveries are underutilized to supplement alpha, offset costs, and meet fiduciary duties with no extra resources needed. This webinar will provide practical insights into how APAC fund managers can leverage recovery strategies to improve profitability.Webinar Highlights:• Market Trends: Explore the impact of fee compression and innovative ways to boost returns beyond traditional alpha.• The Power of Recovery: Understand the critical role of recovery in withholding tax reclaims and securities class actions to enhance fund performance by unlocking hidden value.• Actionable Insights: Learn from the proven success in recovery strategies and how APAC fund managers can utilize to supplement alpha.About WTaxWTax manages and maximizes foreign withholding tax relief and reclaim entitlements for investors and financial institutions. They consistently increase investment performance by up to 52 basis points per annum for over 900 clients globally, through optimising market coverage, shortening refund timelines, and improving cash flow.Their scalable and transparent tax solutions, coupled with in-depth technical expertise, reduce the administrative burden for their clients, saving time and allowing them to focus on their core investment activities.About FRTFinancial Recovery Technologies (FRT) is a leading global securities class action recovery service provider. They provide services to 2,500+ institutional clients, representing $45+ trillion in total AUM.They help institutional investors identify eligibility, file claims and collect funds made available in securities and other class action settlements. FRT offers comprehensive litigation monitoring and claims recovery services empowering clients with greater transparency, information, and insight.Featured Speakers: Christy Lai, Executive Director, Regional Lead - APAC, Enfusion; Bryan Gray, Regional Director - APAC, WTax; Mike Lange, Esq., Senior Vice President of Worldwide Litigation, Financial Recovery Technologies.

Join us for an insightful webinar on “The Rise of Cognitive Banking: How AI is Redefining Financial Services”, hosted by Fintech News Singapore.This webinar will explore how AI-powered cognitive banking goes beyond basic personalisation by anticipating and adapting to customers’ financial behaviors to enhance their financial wellness.The result? Stronger customer loyalty and increased adoption of financial products.The webinar will also feature key insights from the global survey “Understanding Consumer Demand in the AI-Banking Era.”We’ll reveal how, amid the growing demand for AI-driven, contextualised insights, more than half of customers in APAC would likely switch banks to access personalised financial wellness services.In this session, we will explore:• How AI-driven engagement can strengthen customer loyalty and reduce churn• How Cognitive Banking can empower people – from users making smarter financial decisions to employees delivering better banking experiences.• What it takes to build an AI-powered bank in 2025 and beyond.Panelists:• Dr. Geraldine Wong, Chief Data Officer, GXS Bank• Jino Noel, Chief Technology Officer, UnionDigital Bank• Jody Bhagat, President Global Banking, PersoneticsModerator:• Vincent Fong, Chief Editor, Fintech News Network

Turn prospects into investorsThe power of streamlined onboarding to drive conversionsSimplify onboarding, reduce errors, and close deals faster. Join us to see how Agora’s Smart Questionnaire streamlines investor commitments and accelerates capital raising.What’s on the agenda?1. Turn prospects into committed investorsLearn how to eliminate friction in the onboarding process with an intuitive, guided experience that helps investors move from interest to commitment seamlessly.2. Accelerate capital raisingClose deals faster by eliminating complicated onboarding processes and bottlenecks that slow down the subscription process.3. Speed up investor commitmentsLeverage pre-filled data, dynamic workflows, and streamlined e-signature capabilities to make the subscription process effortless for LPs while minimizing errors and revision needs.4. Simplify collaboration across stakeholdersEnable RIAs, Broker Dealers, and Family Offices to work together seamlessly with bespoke workflows designed for complex investor structures.5. See the Smart Questionnaire in actionWatch a live demo and explore real-world use cases showcasing how leading firms are using Smart Questionnaire to onboard investors faster and raise capital more efficiently.Hosted by: Julia Benichou, Product Marketing Manager at Agora; Miles Hector, Solutions Engineer at Agora.

There are unfortunately a lot of creative people out there who will go to extreme measures to take advantage of honest people’s personal information and hard-earned money. While it is unfortunately impossible to guarantee 100% protection, we want to help you take steps to reduce your chances of ending up in this situation.Join us for a workshop to learn about identity theft, fraud, and scams. We’ll talk about what to be on guard against, how to protect yourself, and steps to take if – despite your best efforts – you experience this.What You Will LearnWhat identity theft, fraud, and scams areCommonly used elder fraud tacticsWays to protect yourselfWho Should AttendAnyone who uses the internetAnyone who uses debit cards, credit cards, and checking accountsThose who want to keep their personal information from landing in the wrong handsPresenter: Shamica Joseph - Learning Experience Designer, GreenPath.

As Canadian financial advisors have experienced, we face a rapidly evolving investor landscape. Understanding the shifting investor behaviour is crucial to providing value and strengthening relationships. Join us for an exclusive webinar with Morningstar Canada to explore trends and insights from comprehensive industry surveys on Canadian retail investors. You'll discover practical strategies for addressing the DIY investing options and showing your value of advice, overcoming investor biases, meeting evolving regulations, and enhancing client education on risk.By attending the webinar, advisors will be equipped to help their clients understand:• What are the suitable investment options for me?• How does my portfolio align with my comfort around risk?• How can you give me confidence that I'm receiving good advice?Take advantage of this opportunity to refine your approach and stay ahead of the curve. Register today to gain valuable insights and elevate your advisory practice by utilizing data to deliver personalized recommendations based on client-specific risk profiles and goals.Speakers: Ian Tam, Director of Investment Research, Morningstar Canada; Jenny MacMillan Brown, Vice President, Business Development, Morningstar Canada.

While it’s understood that technology is a crucial element in financial planning, it’s a common misconception that applying technology is a one-and-done process. True digital empowerment requires a structured, ongoing approach to maximize the value of technology as firms evolve. Similarly, financial psychology has become an essential part of modern planning. However, many firms are still searching for ways to effectively weave it into the planning process, despite its proven effect on client outcomes.Join our upcoming webinar with Fidelity, where we will delve into the intersection of digital empowerment and financial psychology. We will explore what we can learn from firms that embrace technology and financial psychology practices, and how these firms experience superior outcomes.Speakers: Margaret Wilson, Vice President, Technology & Platform Consulting, Fidelity Investments; Emily Koochel, PhD, AFC®, CFT-I™, BFA™, Manager, Financial Wellness, eMoney Advisor.

The ongoing cost-of-living crisis in Europe is driving up lender operational costs, consumer debt, and defaults.Join Qualco and Arum for this Arum Approved System Series webinar, where we’ll cover:• How the crisis is reshaping collections across Europe• Ways automation and data can help tackle rising delinquencies• AI’s role in enhancing customer connections and decision-making• Strategies for building resilience and efficiency• New approaches to elevate your collections strategySpeakers: Tim Graham - Senior Solution Design Consultant, Qualco; Nikos Kanellopoulos - Solution Design Analyst, Qualco; Forid Meah - Head of Advisory Services, Arum.

Why Attend? Explore how gold and silver can provide long-term stability and tax-free growth in today’s unpredictable markets. ✅Hedge against volatility with gold and silver. ✅Leverage tax-free growth through QOFs and QSBS. ✅Proven stability: gold at 10.5% and silver at 10.7% annual returns. ✅Protect your wealth with timely investments. ✅Enhance security and growth potential through strategic partnerships with Scottsdale Mint. Don’t miss this chance to diversify your portfolio with secure, high-growth opportunities!Disclosure: Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Realta Wealth is a trade name used by Realta Equities, Inc. and its affiliate Realta Investment Advisors, Inc. Securities are offered through Realta Equities, Inc., Member FINRA/SIPC and investment advisory services are offered through Realta Investment Advisors, Inc., co-located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. All investments, including gold, carry risk. Potential risks include market volatility, economic factors, and geopolitical events. Transaction costs, taxes, and fees can also impact overall returns. Past performance is not indicative of future results. Before investing, conduct thorough research and consult with a financial advisor to ensure the investment aligns with your goals and risk tolerance.Speakers: Ray DeWitt, President; Josh Phair, CEO of Scottsdale Mint.

As consumers seek more flexible and secure payment options, navigating the evolving payment landscape can be challenging. Join our 40-minute webinar, “Next-Gen Payment Technologies and the Future of Billing: Insights from 2024 Research Findings,” to explore how emerging payment methods are transforming the bill payment landscape. We'll examine innovations such as Buy Now, Pay Later (BNPL), cryptocurrency, real-time payments, and digital wallets. Key Learning OutcomesConsumer Awareness: Gain insights into your customers’ knowledge of these payment methods and their readiness to use them for bill payments.Adoption Rates and Trends: Understand the current status and evolving trends in the adoption of these technologies.Barriers and Opportunities: Identify the challenges limiting widespread adoption and explore strategies billers can implement to drive usage.Speakers: Ben Murphy - Strategy and Transformation Director, KUBRA; Yara Alatshan - Partner Marketing and Market Intelligence Lead, KUBRA.