XUS Financial Advisor

Actionable Ideas for US Financial Advisors

With the unstable economic climate, even more pressure is being put on financial advisors to innovate and stand out from the crowd. In this interactive webcast series, thought leaders will present the latest industry trends and best practices to help you implement superior customer acquisition and retention techniques.

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Latest Talk

October 17, 2017 3:00pm GMT+0000 | 51 mins

Multi-Asset Funds: Risk-taking strategies for the current environment

Rory Mcpherson (Psigma Investment Management), Jeffrey L. Knight (Columbia Threadneedle), Lawrence Petrone

Join this panel debate where the speakers will cover: -Market outlook -Evolution of asset allocation -Risk-taking strategies for the current environment -2018 predictions -Challenges and opportunities

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