Date: Tuesday, May 24, 2022

Time: 1 pm ET | 10 am PT

Cost: Complimentary

Editorial Webcast Sponsored by: Cetera

Today, major financial market indexes are facing headwinds and volatility in a challenging economic environment. Despite this, financial advisors can help clients navigate today’s frothy market by selecting mutual funds in a period that favors active management. Once an advisor knows what asset classes to consider and emphasize, mistakes to avoid, and the importance of diversification, they can also embrace behavioral finance so clients benefit from their portfolio and other financial planning work over time. Additionally, they can maximize their impact with top techniques in client communications and reporting.

Join this complimentary webcast to learn how to focus on active management to create the best portfolios for the current investing climate. You will discover:

• Best practices and how to avoid missteps in working with clients to select mutual funds
• How to pick the most appropriate funds for clients given changing interest rates, market volatility, inflation and other factors
• Helpful communication and presentation techniques to use when guiding clients

Speakers: 

Tim Clift | Chief Investment Strategist | Envestnet

Gene Goldman | Chief Investment Officer | Cetera

Ben Johnson | Global ETF and Passive Strategies Research | Morningstar

Ryan Kirlin | Head of Capital Markets | Alpha Architect

Request Free!