As we approach the 12th year of the longest bull market most of us have ever known, an important philosophical question remains: what is the financial advisor’s primary value proposition?
Is it about constructing and managing bespoke portfolios? Or should it be about financial planning and behavioral coaching? The answer has major implications for the entire advice supply chain from asset managers to home offices to advisor and investors – and may actually lead to a false choice when it comes to asset allocation and portfolio construction.
If you are an executive in a broker-dealer or bank home office or large RIA firm, please join us for an insightful webinar where we discuss:
- Key qualitative and quantitative data related to the Rep as PM vs ‘use models’ debate
- The proliferation of product-centric advisory programs and the unfulfilled promises of early UMAs
- Looking at models and investment vehicles as interchangeable, customizable building blocks (regardless of trading discretion, security type or product wrapper)
- How to evaluate technology partners that can best serve advisors at both ends of the portfolio management spectrum (and anywhere in between).
CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.
Founder and President
Wealth Consulting Partners, LLC
SVP, Client Experience
Thad Ingersoll, CIMA®
VP - Wealth Management Product Risk, Compliance & Controls
Ameriprise Financial Services, Inc.
Davis Janowski - Moderator