WEBCASTS
Navigating market challenges: Insights from the Global Survey of FAs
Financial advising is changing as rapidly as the markets. Staying informed about the latest trends and best practices is essential for success. The 2024 Global Survey of Financial Advisors offers valuable insights into the key challenges and opportunities facing your peers.
Join the experts at Natixis Investment Managers for an exclusive webinar on the day the survey results are released. Learn from industry leaders, and discover the key trends shaping the future of the industry.
SUMMARY
Topics will include:
- Advisors’ key business challenges and best practices for addressing them
- A look into how advisors are thinking about the upcoming election and its impact on the economy and markets
- How and why advisors are implementing model portfolios for their clients
This program is accepted 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®, and CIMC designations, and the American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
David Goodselll
Executive Director, Natixis Center for Investor InsightNatixis Investment Managers – US Distribution
Brian Hess
Investment StrategistNatixis Investment Managers
Kirsten Chang
Senior Industry AnalystVettaFi
Disclaimer
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Important Disclosures
FOR FINANCIAL PROFESSIONAL USE ONLY
All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.
Natixis Advisors, LLC provides discretionary advisory services through its division Natixis Investment Managers Solutions. Discretionary advisory services are generally provided with the assistance of model portfolio providers, some of which are affiliates of Natixis Investment Managers, LLC.
Natixis Distribution, LLC is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers.