Join us as we begin the year with an in-depth look into the financial markets and global economy. A panel discussion featuring three top investment strategists will be moderated by Zachary Karabell, Head of Global Strategy, Envestnet.
As the year comes to a close, it is crucial for advisors to understand the implications of 2013 income tax changes to help clients keep more of their money. Join us as Tim Clift, Chief Investment Strategist at Envestnet | PMC, and Chad Terry, Director of Investment and Retirement Education at Blackrock, discuss wealth planning strategies to reduce the challenges presented by:
New Series of Cost-Efficient Beta Portfolios
Through increased use of index-based funds and ETFs, advisors are more actively engaged in the portfolio construction process than ever, but remain challenged in ways to shape a client’s overall portfolio around tax strategy and other unique considerations.