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As ETFs continue to expand in number, assets, and complexity, it’s important that you know how to maintain your clients’ best interest and get compliant as you navigate this evolving landscape. Register now to discover the keys to putting your clients’ best interest at the center of your practice, while also boosting client relationships and growing AUM. Find out the best ways to maintain compliance with the Department of Labor (DOL) fiduciary ruling regarding financial advisors and client best interest. | |
They'll cover how to: Perform a model checkup—diagnosing your ETF models to ensure that they have the “best of breed” in each category of asset style and class Use new techniques to engage with clients, enhance client communication, and demonstrate best interest practices Understand how a forward-looking quantitative rating and customizable reports can help grow your practice with a compliant process Learn new tools and strategies to grow your practice and AUM | |
P.S. Can't attend? Register anyway and you'll be sent a complimentary recording! Click here to reserve your seat. Chaikin Analytics, 1500 JFK Blvd, Suite 220 Philadelphia, Pennsylvania 19102 United States |
Periodically, WealthManagement will inform you of special events, products and other offers that we believe you will find helpful in your business or career. To STOP receiving promotional e-mails from WealthManagement, please click here. |
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