Digital Assets Report

The Summit covers absolutely everything that’s vital to this booming industry’s future, from holistic and goal-based investing, to outsourcing, overlay technologies, active ETFs in managed

The Summit covers absolutely everything that’s vital to this booming industry’s future, from holistic and goal-based investing, to outsourcing, overlay technologies, active ETFs in managed accounts…and so much more!

Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer
 
Top Reasons to Attend:
Gain insight into the future of Mas and UMAs from the industry’s leading minds
Take a deep look into the shift to holistic and goal-based investing
Determine the impact of breaking down silos within business units
Uncover the key differences between RIAs and wirehouses
Learn where the UMH and householding programs are headed
Evaluate how liquid alternatives can help reduce risk and volatility in a portfolio
Explore non-traditional fixed income and what it can mean to your portfolios
See how and why  active ETFs are taking the industry by storm
Attend one of two tracks: “Traction building strategies” or “Operations, reporting and compliance”
Get practical tips to boost market share and keep it
Assess the capabilities of outsourcing vendors: which are best for you? 

Click here to view the conference brochure
 
Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer.

For more information, please email Kathie Eberhard or call Kathie on 704-341-2439