As the investing landscape, regulatory environment and client needs change, advisors must ensure their portfolio construction process and business practices evolve to better deliver against their clients’ needs. Implementing a defined investment process can help advisors construct portfolios that effectively balance the risks taken with the cost incurred; all within the context of their clients’ objectives. Additionally, with the growth of fee-based arrangements, low cost investment options, and calls for increased pricing transparency, advisors need to demonstrate true value through their service model, segmentation plan, and team structure.
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This session is currently available for 1.0 CFP® credit.
This session is currently available for 1.0 CIMA® credit.