US Wealth Managers

Community information
Welcome to the US wealth managers community on BrightTALK. Join this community to hear industry experts share market, compliance, legal, tax and fund updates and analysis. You can also find helpful tips on financial planning, asset allocation, portfolio management and engaging and retaining high net-worth (HNW) clients.
  • In today’s time-pressed world, we all need to make sure that every minute counts when we’re communicating with clients. In this webinar, you’ll hear what some of today’s most successful advisors are doing to operate more effectively:
    · The tested strategy that increases client assets
    · Your best use of time to start each day
    · Three minutes that make meetings more productive
    · How to get clients to look forward to your meetings
    · The optimal way to wrap up a meeting

    This event is being conducted by Advisor Perspectives. LPL Financial and Advisor Perspectives are separate entities. LPL Financial is not responsible for any direct or incidental loss incurred by applying any of the information offered.
  • Smart Beta is a global phenomenon that, since the launch of the FTSE RAFI Index Series 10 years ago, has transformed indexation, attracted hundreds of billions of dollars in tracking assets and expanded to include an ever-widening range of approaches.

    Join Jason Hsu, Co-Founder and Vice Chairman of Research Affiliates, LLC and Frederick Bailey, Managing Director, FTSE Asset Owner Group, who will be looking back at 10 years of live performance of FTSE RAFI and discussing:

    • Fundamentally Different: The Origins and Catalysts of Smart Beta
    • How the Original Criticisms of Smart Beta Stack Up After 10 Years of Live Data
    • Have the Promises of Smart Beta Been Delivered?
    • From Fundamental Weighting to Low Volatility and Beyond: The Future of Smart Beta

    16:00-17:00 London
    11:00-12:00 New York
    10:00-11:00 Chicago
    8:00-9:00 Los Angeles