Wednesday, Jul 08

Advisor IQ Replay – The Future of Advice: Education, Longevity, and Expectations

When it comes to the future, technology will play a central role in the way retirees interact with the world. What is the most important information Financial Advisors should share with them as they plan for retirement? Join us to find out in this replay of the Advisor IQ series.

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“The best way to predict the future is to create it” – Abraham Lincoln

This session will discuss how the landscape of financial advice has changed dramatically in recent years. Baby boomers, generation X, and millennials are more educated, more tech-savvy, and more demanding than previous generations. Clients now want financial advice to identify and help them navigate what they may confront in middle age and as older adults.

Our guest speaker for this continuing education session is Tom Barrett, Applied Insights Team, Hartford Funds.

Helios Quantitative Research acts as a white-labeled CIO for Financial Advisors across the world. We transform Financial Advisors into full asset managers by helping them create, implement, monitor, communicate, quantitative investment strategies. We currently influence over 100 advisory firms that collectively manage over $30 billion in assets under management. Learn how we are working through the current crisis.

Team Helios

Team Helios

Helios partners with Financial Advisors to help them grow their business, save time, and add scale to their services through enhanced asset management capabilities. Helios was founded in 2016 in Granite Bay, California.

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