CE Credit Webinar! Gain insights on diversification, risk management, and more from leaders like DeFred Folts, Andre Freyer, and Paul Riccardella
| | | Partner for Portfolios: Scale and Differentiation with Models |
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| | DATE:
Thursday
November 30, 2023 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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Discover the Strategic Benefits: Partnering with an Asset Manager for Model portfolios offers invaluable resources for clients and offers scale to your business, streamlining comprehensive investment solutions, and freeing up time for client-centric relationship management. Advisors are leveraging partner portfolio utilization to elevate both their business and client outcomes.
Join us in an upcoming webinar to explore:
Diversification and expertise Scale and efficiency Risk management Due diligence |
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CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
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| | | DeFred (Fritz) G. Folts III Co-founder and Chief Investment Strategist 3EDGE Asset Management |
| | | Andre Freyer - Moderator Vice President iShares Institutional Sales |
| | | Paul Riccardella, CFA, CAIA Head of Americas Wealth Indexed Investment Coverage MSCI |
| | | David Armstrong - Host Executive Content Director Wealth Management | Informa Connect |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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Investing involves risk, including possible loss of principal. Diversification and asset allocation may not protect against market risk or loss of principal. No proprietary technology or asset allocation model is a guarantee against loss of principal. There can be no assurance that an investment strategy based on the tools will be successful. The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective. The information presented does not take into consideration commissions, tax implications, or other transactions costs, which may significantly affect the economic consequences of a given strategy or investment decision. iSHARES and BLACKROCK are trademarks of BlackRock, Inc. or its affiliates. All other trademarks are those of their respective owners. BlackRock is not affiliated with WealthManagement.com or MSCI. iCRMH1123U/S-3224224 |
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