We're nearing the end of 2026, and advisors are faced with no shortage of challenges. Everything from rate cuts and valuation concerns. They're also more eager than ever to learn how to stay on top of investing trends — like the rapid rise of active ETFs, AI, crypto, and beyond. Join us for our 2027 Market Outlook Symposium, where our panelists will tackle all of these topics and shed light on top strategies aimed at helping your clients reach their financial goals.

Topics covered will include:​​

• The Macro Perspective: What to Watch in 2027


• Broad U.S. Equities Overview


• Fixed Income Front & Center​


• Active Fixed Income in Focus


• Why Consider Dividend Strategies Given the Macroeconomy?