In partnership:

PRESENTED BY:
Carlton Neel, CEO of Chaikin Analytics

Wednesday, December 4th   |   2:00 pm (ET)

Are mutual funds becoming obsolete? If so, what does that mean for advisors and their clients?

A recent rule change by the SEC will allow more active ETFs to proliferate, putting further pressure on mutual funds. Find out the possible ramifications for you as an advisor, and for your clients.

Register now and you'll discover:

• Simple, time-efficient solutions for investing client money in the right ETFs
• How to improve client communication, using third party research that validates your portfolio choices
• The keys to building and managing powerful portfolios across an array of risk levels, based on an alpha-driven ETF algorithm

This event has been accepted for one hour of CE Credit.

About Carlton Neel

As Chief Executive Officer of Chaikin Holdings, Carlton Neel spearheads the creation of investable products for Registered Investment Advisors, Wealth Managers and individual investors. He previously spent five years as Vice President at J.P. Morgan & Co., Inc., before working with noted investor and market guru Dr. Martin Zweig at Zweig Mutual Funds for nearly 20 years. In his long portfolio management career, Carlton managed open-end mutual funds, closed-end mutual funds and variable annuities, in addition to managing his own hedge fund for a brief time.

SPECIAL BONUS: All attendees will get FREE early access to PortfolioWise, an upcoming ETF tool built uniquely for advisors.

Register now to attend this special presentation.