01/23/09 4 PM EST |
Kevin Mahn, portfolio manager of SmartGrowth Mutual Funds, speaks about investing in exchange-traded funds to diversify client assets while incurring expense ratios that are often lower than mutual funds. ETFs are growing faster than ever, in both number and investment volume, according to Mahn. Today there are thousands of ETFs, representing over $1 trillion in assets and invested over all major asset classes and geographical regions.
A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.