Financial advisors who offer portfolio management services are trending towards index-based allocation strategies, including the use of ETFs in retirement and trust accounts. As technology innovations generate more advanced retirement models, advisors are able to provide clients with retirement strategies on par with those offered to non-qualified accounts.
Join us on June 25 as we discuss novel index portfolio management techniques that meet retirement goals and wealth transfer objectives. Attendees will hear more about:
- How indexing works in retirement plans
- New practices in portfolio construction
- Advisors’ growing use of index collective investment trusts as a way to compete in the retirement space
- The role and responsibilities of advisors managing investment portfolio models in custodial accounts
Submit your questions in advance or ask them during the live Q&A session following the webinar.
|Wednesday, June 25, 2014
2:00 P.M. EDT
11:00 A.M. PDT
6:00 P.M. GMT
Accepted for 1 hour CFA® and CFP® credits
Pending CIMA® credit