ETFs as Risk Management Tools
How are index-based tools being used to manage risk while meeting client goals? Susanne Alexandor, Vice President and Client Portfolio Manager of Cougar Global Investments discusses the firm’s unique approach to managing downside risk is influencing the advisor/client relationship.
Retirement Management Advisors Designation: Planning for a Long, Stressless Retirement
As we get older in age one common question asked is how do you transition from accumulation phase to decumulation phase of life. Chris Bidwell, Board Member of Investments & Wealth Institute sits down to talk about how the Retirement Management Advisors Designation helps to get money out in terms of income, what accounts should be considered and how to do this in a safe manner to have a long relaxful retirement.
Behavioral Finance: A New Look at Investing and Planning
As behavioral finance becomes a more popular subject matter, many are reevaluating what their value proposition as it is no longer just investing or financial planning. Asif Nasim, discusses the importance of behavioral finance and how to use it for goal setting and understanding client needs.
Learning Investing and Wealth Around the World
With a new year just around the corner, Investment and Wealth has plenty of upcoming events. Sean Walter CAE, Chief Executive Officer of Investment and Wealth, discusses the goals for the company and how they help advisors all around the world strive for excellence in ethics in their practice.
Taking on Behavior Finance One Bias at a Time
Michael Pompian, CFA, Founder & Chief Investment Officer of Sunpointe Investments discusses the opportunity Investment and Wealth Conference provides and how as a behavior finance researcher it is important to know your own behavior bias before helping others with theirs.