Today, there are more indices than stocks. This is both good and bad news. Investors can access many exposures and build diversified portfolios and not solely rely on active managers that have disappointed and charge high fees. The bad news is the quality and practical aspects of building an investment strategy using ETFs and other indices are only beginning to be well understood. For example, without easy access to leading science and portfolio construction capabilities, many advisors are leaving money on the table. Too many advisors today offer static investment model for what appears to be a low cost until market conditions suddenly shift, and the real costs are anything but low. Client outcomes are weighed down by the “frictions” that get in the way of client outcomes, including hidden fees, inefficient tax management and especially extreme losses.
Now, there are new ways to manage a modern portfolio. This webinar provides valuable information on how to manage fees, taxes and risk in changing markets and touch on the technology developments that is allowing advisors to benefit from this.
Dr. Vinay Nair, Founder and Chairman, 55ip
Wesley Graves, SVP Sales, 55ip
John Faustino, Chief Product & Strategy Officer, Fi360
Fi360
Our educational webinars address recent industry developments or specific topics related to fiduciary responsibility. They offer opportunities for interaction between the audience and the presenters, who are Fi360 staff or other industry thought-leaders.
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Live attendance is eligible for one hour of CE for the AIF®, AIFA®, and PPC® Designations. CE credit may also apply for the CFP® Certification, when indicated. Each individual wishing to receive CE credit for any credential must register for and log in to the session individually so that we have a record of your attendance. Recorded videos of previous webinars are available for viewing below. AIF and AIFA Designees must access archived webinars through the Designee Portal in order to receive CE credit. If you have any questions, please email support@fi360.com.
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