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| PRESENTER David Ader Chief Macro Strategist Informa Financial Intelligence |
MODERATOR Ryan Nauman VP, Product and Market Strategist Informa Financial Intelligence |
Investors have been contending with historically low rates for nearly a decade now, forcing financial advisors to hunt for yield in non-traditional asset classes, such as alternatives, in order to provide the needed income for their clients. Even though rates are expected to gradually climb, this new normal will continue to place pressure on financial advisors to locate investments that meet the income and diversification needs of their clients.
• The New Normal – What and why?
• What obstacles this new investment environment creates for financial advisors
• Portfolio construction strategies to consider
The NAEPC has approved this program for one (1) CE credit hour in estate planning for the AEP® designation program.
Investments & Wealth Institute (formerly IMCA) has accepted PROGRAM for 1 hour(s) of CE credit toward the CIMA® and CPWA® certifications.
LIVE EVENT ONLY: The Certified Financial Planner (CFP) Board of Standards has approved this program for one (1) CE credit hour.
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