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Build, Buy or Follow: The Three Most Valuable Insights from 22,000 Aladdin Portfolio Consultations

Session Speakers
Session Description

Why attend:
Drawn from consulting on 22,000 portfolios, learn practical insights from real-world advisor case studies to help your clients meet their goals.

Session details:
Most portfolios have done well over the past decade-long bull market.  The question on everyone’s mind is if your clients have the right portfolios for the next decade.  Over the past two years, we analyzed more than 22,000 portfolios for 1,700 advisors. Discover how to:

  • Factor in your portfolios’ factor weighting
  • Manage longevity risk in clients’ portfolios and asset allocation
  • Compare your portfolio versus your peers
  • Incorporate environmental, social, and governance insights into proposals
  • Scale your firm with commission-free model portfolios designed for Schwab’s platform

     

Additional Information
CIMA-1.5 hrs, CE-1.5 hrs
Education Session
1h 15m
Sponsored By


Booth: 925
Session Schedule