A round up of articles & events to further your professional development
Private Markets: Asset Allocation and Portfolio Construction From the Investments & Wealth Monitor
Product innovation has made private-market investments more readily available to a larger group of investors at lower minimums and with more-flexible liquidity features.
Hear from more than 30 speakers in a content-packed two-day event with a cryptocurrency pre-conference.
Get the latest from expert speakers and discover key asset classes attracting the most attention and dive into their historical performance to make informed decisions. After this event, you'll be able to manage risks and identify opportunities in new markets that can generate returns that are uncorrelated with other core portfolio holdings.
International Dividend Stocks—The Overlooked Corner of the Market
Webinar | October 27 @ 4:30 p.m. ET 1 complimentary CE hour
Join GQG Partners portfolio manager, Brian Kersmanc who will share what he views to be important considerations when it comes to selecting international dividend-paying stocks and how they can fit into your broader investment strategies.
Developed by the Investments & Wealth Institute, sponsored by Macquarie Asset Management 12 CE HRS + a certificate
Beyond traditional public market investments, private markets can offer additional diversification to help build wealth and create a unique business advantage for advisors. Because private market investments were historically only available to institutional investors, they are often underutilized in portfolios. This course will guide advisors to gain an intimate knowledge of the space to help educate their clients and provide added value. Take the course now.
Principles, Myths and Methods for the Hourly Financial Advisor w/Mark Berg, CFP®
Exceptional Advisor Podcast
Hourly counsel has the potential to be the fastest-growing segment in the delivery of financial advice, according to Mark Berg, the founding principal of Timothy Financial Counsel. In this podcast, Berg discusses how to price, position and deliver hourly advice.
Daniel R. Solin, the New York Times bestselling author of The Smartest Sales Book You’ll Ever Read, joins the Exceptional Advisor Podcast for insight on how advisors can talk to both prospects and clients.
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