report by BlackRock
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Client Relationships
Breaking the Mold: Engaging Female Investors
For advisors attempting to deepen their relationship with women clients and prospects, an event tailored to women may make a big difference.
Children & College Savings
Advisor Perspectives: Guiding Your Child to Financial Independence
This piece is approved to use with clients.
You can guide your child towards financial independence by imparting these valuable lessons.
Leveraging Technology & Data
A Tale of Two Billboards
This piece is approved to use with clients.
Brinker Capital's Information Security Officer discusses the Equifax breach and how advisors and clients can keep their systems protected.
Several tangible ideas you can implement to enhance your brand, connect with prospective clients, and deepen relationships with current clients through authentic community integration.
Join us to hear from New York Life Investments and their partner, Wilshire, as they discuss growth opportunities with their multi-step approach to multi-asset income. As the Baby Boomer generation heads into retirement, the need for income and yield will be in high demand. The traditional income-producing assets no longer provide sufficient yields leaving an opportunity for non-traditional income solutions to continue to grow and make a significant impact.
Wouter Sturkenboom, CFA, Chief Investment Strategist, EMEA & APAC & Michael Hunstad, Ph.D., Head of Quantitative Strategies
Investors’ angst over Fed rate hike plans have caused equities to stumble into bear market territory. Are volatile stocks signaling a recession, or adjusting for higher interest rates and slower growth? Join our top investment experts as they discuss the key portfolio implications of this rapidly evolving market.
Jeff Shulze, CFA, Director, Investment Strategist at ClearBridge Investments
The Anatomy of a Recession (AOR) program provides practical, actionable insight into the US economy and critical market trends. ClearBridge Investments, one of Franklin Templeton’s specialist investment managers, has offered the program since 2016, based on proprietary dashboards that track multiple indicators of recession and recovery.
Join Envestnet | MoneyGuide and Trucedent to gain insight on important trust & estate planning strategies to review with your client at their Year-End Planning meetings. We will discuss trust types to consider and use software to illustrate how they may impact a client’s plan.
Brandon Thomas Co-Founder and Co-CIO Envestnet, Head of QRG, Michael Featherman, CFA Head of Investment Consulting Envestnet | PMC & Robert Huebscher CEO and Founder Advisor Perspectives
Check out this webinar replay as we share everything you need to know about direct indexing. We explained exactly why we believe this investment strategy is a trend that is here to stay and why it matters for advisors and all of their clients, not just high net worth.
JEN TABOADA, WEALTH EDUCATION SPECIALIST @ BLACKROCK ADVISOR INSIGHTS & SHANNON GRANAHAN, SENIOR DIRECTOR OF ENTERPRISE SALES @ HEALTHPILOT
Join BlackRock and HealthPilot for a crash course in Medicare resources for you and your clients.
Jim Bergeron, MD, Advisor Education Consultant @ Nuveen
Join us as we tackle critical conversations to help you thrive in today’s rapidly changing environment with actionable ideas to adapt and accelerate your practice.