Web Seminar  The death of the 60/40 portfolio (and the rise of the model portfolio)

Mar 25, 2020 | 2 PM ET/11 AM PT

This one-hour webinar will explore a new solution: the rise of the model portfolio that is increasingly replacing the old 60/40. This portfolio turns to new asset classes for growth as well as income, and includes truly defensive asset classes like global macro and managed futures. The webinar will discuss where new opportunities are found today, such as in alternative credit, private equity, and emerging markets, as well as how to construct a portfolio based on these asset classes.

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Article Serving affluent clients: The expertise and tools you need

With the right combination of tools and expertise from our corporate partners — deep knowledge in capital markets to cash management and trust strategies — you can help advance your clients’ goals.

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Article Why a business plan is vital

Did you know that advisors with an annual business plan grow their practices faster? A model with a proven track record is key to success.

Learn about four ways you can make the most of a business plan to expand your client base.