The Answer For Today's RIAs Is Active Management, Says Successful RIA-Owner Ken Solow

The Answer For Today's RIAs Is Active Management, Says Successful RIA-Owner Ken Solow
Ken Solow06/01/12 4 PM ESTIWIProgram Id: 857831568

Traditional strategic asset allocation is a high-risk business strategy for advisors, says Ken Solow, who’s built a firm managing more than $1 billion. As an alternative, advisors might want to consider tactically managing client portfolios.

At this webinar, you will hear about:

     •why MPT is flawed in secular bear markets
     •how to best use benchmarks in guiding client portfolio policy
     •three building blocks in active portfolio management
     •three methods for generating alpha
     •business issues in implementing active management

Presenter Kenneth R. Solow, CFP®, CLU, ChFC is a founding partner and Chief Investment Officer at Pinnacle Advisory Group, Inc., a Registered Investment Advisor. His 2009 book, Buy and Hold is Dead (Again), marks a historic shift in how private wealth advisors view investment management. Solow has been published in The Journal of Financial Planning, Smart Money, The Baltimore Sun, The Globe and Mail, Financial Planning Magazine, and the Wall Street Transcript.

 

Note: This webinar is eligible for IMCA® credit towards CIMA®, CIMC®, and CPWA® accreditations.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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I appreciated the presentation topic. I did not get enough data to support his claim. Where's the proof? I do, however, appreciate the time Ken took to share with us.

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As a died in the wool (DFA) passive advisor - I find the webinar interesting but absolutely NOT compelling. I used to think - like most advisors still think that someone out there smart enough can "consistently" do what he says he thinks he can. I think the l/t evidence suggests otherwise. I think this will end up confusing some advisors (and their clients) again that there really are humans who can do this. This is crystal ball stuff - even under the guise of it based on rational and consistent preceps.

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