NEW YORK, July 20, 2016 /PRNewswire/ — OppenheimerFunds, a leading global asset manager, today announced the launch of its interactive, customizable CEO Advisor Institute app that addresses financial advisors’ personal and professional goals and challenges. OppenheimerFunds created the CEO Advisor Institute to help financial advisors run their businesses like world-class CEOs and engage their clients as trusted global advisors.
“We are committed to taking a consultative approach to serving our clients,” said John McDonough, Head of Distribution. “Recognizing the complexity that advisors face today, we designed the CEO Advisor Institute curriculum to help clients manage their sophisticated practices and deliver meaningful advice and extraordinary service. In response to a variety of economic and technological developments, we have consistently provided actionable guidance and practical solutions to our clients.”
The CEO Advisor Institute programs, including Compelling Conversations, Professional Practice, and Constructing and Managing a Synergistic Team, are now offered through the app. Advisors can also leverage OppenheimerFunds’ Compelling Wealth Management Conversations program, which provides the philosophical framework, historical context, and timely market insights to calm investors’ fears and keep them buckled in to their long-term plans. The app brings to life the dynamic and actionable business development tools and videos within the CEO Advisor Institute program, designed to help advisors:
“We recognize that the single greatest challenge facing financial advisors is constructing, systematizing, and leading complex practices and teams. Our goal is to be far more than just an investment source; rather, we are striving to become an advisor’s invaluable business partner,” said Paul Blease, Director of the CEO Advisor Institute. “This comprehensive multimedia app is just one more step in that direction.”
The free iPad app is available for download through the iTunes store or by visiting www.oppfunds.com/ceoapp.
OppenheimerFunds, a leader in global asset management, is dedicated to providing solutions for its partners and end investors. OppenheimerFunds, including its subsidiaries, manages more than $217 billion in assets for over 13 million shareholder accounts, including sub-accounts, as of June 30, 2016.
Founded in 1959, OppenheimerFunds is a high conviction asset manager with a history of providing innovative strategies to its investors. The firm’s 16 investment management teams specialize in equity, fixed-income, alternative, multi-asset, and factor-weighted-ETF strategies. OppenheimerFunds and its subsidiaries offer a broad array of products and services to clients, who range from endowments and sovereigns to financial advisors and individual investors. OppenheimerFunds and certain of its subsidiaries provide advisory services to the Oppenheimer family of funds, and OFI Global Asset Management offers solutions to institutions. For more information, visit oppenheimerfunds.com.
Shares of Oppenheimer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.
Before investing in any of the Oppenheimer funds, investors should carefully consider a fund’s investment objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by asking your financial advisor, visiting oppenheimerfunds.com, or calling 1.800.CALL OPP (225.5677). Read prospectuses and summary prospectuses carefully before investing.
Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc., 225 Liberty Street, New York, NY, 10281
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