-
Continuing Education And News Analysis For Financial Planners
Dec 08, 2020An Important Update From Fritz Meyer As unlikely as it may seem, a powerful new bull...
Register Now
-
Redesigning Portfolios Built For Accumulation To Work In The Decumulation Phase
Dec 16, 2020Class description for CE about low-expense portfolio design: The worst time to suffer a stock market loss is a few years before and...
Register Now
-
2021 Tax Planning Continuing Professional Education
Dec 17, 2020Please join us for Robert Keebler's December tax analysis webinar. For Growing Fiduciaries With...
Register Now
-
Three Retirement Income Withdrawal Techniques For Roth And Taxable Accounts
lf you’re a fiduciary advising retirees with taxable or tax-free Roth assets, this class shows you how to help clients decide among three...
View Replay
-
Urgent Planning Considerations In Light Of A Biden Administration
Class Description: Urgent Planning Considerations In Light Of A Biden Administration Transferring property out of a taxable...
View Replay
-
2020 Post-Election Tax Planning CE For Professionals
For Growing Fiduciaries With the election of Joseph R. Biden Jr. as the 46th U.S. President, higher federal...
View Replay
-
The Shape Of The Recovery; Fritz Meyer, November 2020
Election Eve Update From Fritz Meyer The economy grew at an anomalous 33.1% annual rate in the...
View Replay
The Answer For Today's RIAs Is Active Management, Says Successful RIA-Owner Ken Solow
_1449699350.jpg)
-
Ken Solow
06/01/12 4 PM EST IWIProgram Id: 857831568 1.5Average Attendee Rating Poor Average Excellent
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.
User reviews
-
-
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.
-
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.
