Advisor IQ Replay - The Future of Advice: Education, Longevity, and Expectations
July 8th, 2020
"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.
Complimentary CE Series
1hr Credit - CFP, CPA, CIMI, CPWA
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