The Way Forward Webinar Series – Episode 3: Investing
Event Description: Never before has the industry seen such ups and downs in the market, with daily volatility making the investment landscape ever more challenging to navigate. At the same time, these volatile markets create tremendous opportunities for advisors to showcase their services and business model by leveraging award-winning rebalancing and trading technology, accessing critical research, and tapping into top institutional investment managers to provide firms with a powerful investment management marketing message. Particularly as the online goliaths continue to expand and rollout “free” investing options, now is the time for advisors to up their investing games. Check out leading advice, strategies, and approaches from our panel of advisor investing experts in this “can’t miss” discussion.