The volatility of the stock market has put financial advisors and their clients in a state of "chronic crisis." But, as an advisor, part of your role is to calm your clients and take the emotions out of investing. In today's session of the Financial Advisor Webinar Series, Ed Jacobson, phychologist and consultant to advisors, presented eight strategies for optimal functioning, and guided advisors in how they can be sure to follow the regimen.
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Navigating The Maze Of Exchange-Traded Products
The number of Exchange-traded products (ETPs) continues to expand as do their use in portfolio management. Today, over 600 ETPs trade on U.S. exchanges and more than 500 are in SEC registration. To effectively manage your clients' assets, you need to understand the differences between ETP types and the potential tax consequences. In this session, Richard Ferri, CEO of Portfolio Solutions LLC, an investment management firm based Troy, MI., will clarify this often complex investment sector. He'll also talk about why leveraged and inverse index products typically leave you short, and how actively managed ETPs differ from index-based products.
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