Explore a wealth of knowledge with our diverse webinar offerings, including thought leader speaker sessions, product demos, and insights from our partner firms. Gain valuable insights, stay updated on industry trends, and uncover innovative strategies to enhance your wealth management journey. Dive in and empower yourself with the expertise you need to thrive.
Join Tolerisk CEO Mark Friedenthal and Causeway Securities CEO Conor O’Donnell for a practical conversation about the increasing role of structured products in fee-based portfolios. This session will review ways to evaluate suitability, improve client outcomes, and maintain compliance when incorporating these solutions—all from a fiduciary perspective.
Takeaways:
· Strategic Integration: How structured products integrate into a fee-based model.
· Client Alignment: Understanding the balance between your willingness and financial ability to take on risk.
· Transparent Guidance: Strategies for making transparent, client-centric recommendations.
This webinar is approved for CFP, AIF, AIFA, and PPC CE credits.
