Event

    Recorded Event
    CE Credit

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    Webinar by Envestnet (1 hr)

    CFP
    CIMA
    Model Portfolios: Build It or Buy It – That is the Question

    Model portfolios are experiencing tremendous growth and a recent study shows that they are projected to reach $10 trillion in 2025. More and more advisors are discovering that an optimal solution for responding to the shifting paradigms upending the financial services industry and increased client demands is the utilization of model portfolios as an integral part of their practices. This panel will explore current trends on why advisors are choosing to Buy vs. Build.

    If you are interested in earning continuing education credits for CFP® or CIMA®, please click on the survey link below. Envestnet will be sending session reports to both CFP and CIMA on a monthly basis. Please reach out to eventsteam@envestnet.com if you have any questions.

    This session is currently available for 1.0 CFP® credit.
    This session is currently available for 1.0 CIMA® credit.

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    SPEAKERS

    Jean Heath
    Managing Director, Head of Asset Manager Network @ Envestnet

    John Largent
    President/CEO & Chief Investment Strategist @ Members Trust Company

    Robert E. Miller
    Chief Executive Officer @ Frontier Asset Management

    Robert Montella
    Managing Director and Portfolio Manager @ Principal Global Investors