In ever-changing market environments, financial advisors are tasked with finding the right strategies to grow their client’s portfolios and provide the best guidance. One way to diversify? ETFs. The convenience of ETFs free advisors from the burden of picking stock winners and losers, and takes the guesswork out of the selection process by providing exposure to hundreds of stocks within one investment vehicle.
Attend this webinar and discover these benefits of ETFs and more – including:
- Advantages you may not be thinking about when counseling clients on the best ways to utilize ETFs in portfolio mixes
- Why ETFs, as one of the lowest-cost investment options on the market, offer a smart, simple and affordable way to help grow clients’ money for the future
- How ETFs can help your clients take back control of their investable assets
- Ways ETFs can enable investors to customize their portfolios based on their needs and empower them to reach their financial goals on their own terms
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Sponsored by
Mark Bruno - Host
Managing Director, Wealth Management
Informa Connect
Michael Lane
Head of iShares U.S. Wealth Advisory
BlackRock
Craig Lazarra
Managing Director, Core Product Management
S&P Dow Jones Indices
Vance Barse, CPWA®, AIF®
Wealth Strategist & Founder
Your Dedicated Fiduciary
