Frontiers of Investing Webinar Series, Part III: ETFs—What’s Next, and How to Use Them in Client Portfolios

Ron DeLegge of and Standard & Poor’s Thomas Graves and Vaughan Scully explore products and trends in the burgeoning ETF market

On Wednesday, Feb. 9, AdvisorOne’s editors will host the third in a four-part free Webinar series on the burgeoning global ETF market, which now encompasses 3,500 products totaling $1.5 trillion in assets. Programmed by the editors of Investment Advisor and Research magazines and, the third Webinar in the series—each of which is pre-approved for one hour of continuing education (CE) credit from the CFP Board of Standards—will focus on the latest products and trends in ETFs, and how best to use them in client portfolios.

Featuring Ron DeLegge (left) of and Standard and Poor’s Thomas Graves and Vaughan Scully, the Webinar will be held from 3:00-4:00 PM EST. Moderated by AdvisorOne Editor Gil Weinreich, expected topics include target-date funds; volatility plays; Asian growth investing; ETF exotica; active ETF investing; price competition among ETF providers; how best to build ETF portfolios; and due diligence concerns. Additionally, questions from webinar attendees will be encouraged.

To register for the Feb. 9 event and for more information, please visit our registration page at

You may access the archived first two webinars in the series: Using Volatility as an Asset Class, which was held Jan. 26, featuring Prima Capital CIO Cliff Stanton and volatility investor Bill Luby discussing Prima’s new research on volatility as a non-correlative asset class; and Finding Alpha in 2011, held on Feb. 2 and featuring Ben Warwick of Aspen Partners and QES Investments, and the long-time writer of AdvisorOne’s Searching for Alpha newsletter.

The fourth Webinar in the series will be held Wednesday, Feb. 16, also from 3:00 to 4:00 EST, focusing on how advisors can generate reliable income for clients in retirement. This free Webinar, good for one hour of continuing education credit from the CFP Board, features veteran retirement income expert Mike Henkel of Envestnet/PMC.

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