Available on-Demand

Editorial Webcast Sponsored:

Today, major financial market indexes are facing headwinds and volatility in a challenging economic environment. Despite this, financial advisors can help clients navigate today’s frothy market by selecting mutual funds in a period that favors active management.. Once an advisor knows what asset classes to consider and emphasize, mistakes to avoid, and the importance of diversification, they can also embrace behavioral finance so clients benefit from their portfolio and other financial planning work over time. Additionally, they can maximize their impact with top techniques in client communications and reporting.

Join this complimentary webcast to learn how to focus on active management to create the best portfolios for the current investing climate. You will discover:

  • Best practices and how to avoid missteps in working with clients to select mutual funds
  • How to pick the most appropriate funds for clients given changing interest rates, market volatility, inflation and other factors
  • Helpful communication and presentation techniques to use when guiding clients


Featured Speakers:

Tim Clift, Chief Investment Strategist, Envestnet

Clift leads research and consulting services for Envestnet, including a team of analysts responsible for the selection and monitoring of investment managers. Earlier, he was the Chief Investment Officer and Chairman of the Investment Committee at FundQuest, which he joined in 1994.

Gene Goldman, Chief Investment Officer, Cetera

Goldman is responsible for the strategic direction and continued growth of the firm’s research offerings and provides day-to-day oversight of Cetera Investment Management. Prior to joining Cetera, he served in a variety of roles at LPL Financial including work as a market strategist and lead strategist of the manager strategy group.

Ben Johnson, Director, Global ETF and Passive Strategies Research for Morningstar

Johnson served earlier as Morningstar’s Director of ETF research for Europe and Asia, as well as as a senior equity analyst, covering the agriculture and chemicals industries. Before joining Morningstar in 2006, he worked as a financial advisor for Morgan Stanley.

Ryan Kirlin, Head of Capital Markets, Alpha Architect

Kirlin works to assist financial advisors and institutional clients in building ETF portfolios and finding investment portfolio solutions for their clients. Earlier, he worked for the New York Stock Exchange’s Exchange Traded Fund Group, where he helped ETF issuers launch over 650 exchange-traded funds. He also was Head of Capital Markets for RevenueShares.