We're nearing the halfway point of 2024, and advisors are faced with no shortage of challenges: Everything from stickier inflation and valuation concerns to global election cycles and geopolitical turmoil. 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 Midyear 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:​​

• Macro Economic Outlook/Model Portfolio


• Broad US Equities Overview


• Fixed Income Front & Center


• Going Global: Investing Abroad


• The Rise of Active Equity ETFs​


• Top Thematic Trends: A.I. Investing & More


• Active Fixed Income in Focus


• What's Missing in Client Portfolios

 

 

Register today for this free Symposium, approved for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, CIMC designations and The American College of Financial Services.