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3 Portfolio Tips You Can’t Miss for 2018

Live on February 15, 2018 | 4:15pm ET / 1:15pm PT

David Ader
Chief Macro Strategist
Informa Financial Intelligence
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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TAGS: Resources