The how, when and where of managed accounts

Tues, April 17 | 4:00pm-5:00pm ET


With shrinking margins and the rise of robo-advice, financial advisers are searching for a solution that keeps them a step ahead. Investing has become more and more commoditized and advisers want something that can trim costs and still offer access to customizable asset management.

Join InvestmentNews and Gemini for this exclusive webcast where we will speak with executives, thought leaders and financial advisers about how managed accounts can impact your practice.

Our panelists will discuss:
  • Why do managed accounts make sense for your clients?
  • How can managed accounts be assimilated into a well-diversified portfolio?
  • When is the best time to implement this strategy?
  • What type of investors are best-suited for managed accounts?
  • What kind of managed account innovations should we expect in the future?
Attendees may submit questions before and during the live event. This free and invaluable resource will help you, your current clients and prospects.

Accepted for 1 CE Credit by the CFP Board. Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.


 
Panelists
 
headshot
Anthony L. Festa, CFA
Managing Principal & Head of Portfolio Strategy
Fund Evaluation Group, LLC
headshot
David Young
President,
Gemini Hedge Fund Services, LLC and Gemini Alternative Funds, LLC
headshot
John Linder
Managing Director of Marketing & Client Services,
Ryan Labs Asset Management
Moderator
                                                                                                                      
headshot
Matt Ackermann
Director of Multimedia,
InvestmentNews


 
close log in form button
Log In Now Not Registered?

close register form button
Register Now Already Registered?