Building Your Business

Under The Hood – What’s Driving ETF Trends

Wealth Management and Inside ETFs have teamed up to bring you a best of breed webinar experience. Bringing to together the breadth and depth of WM.com reach into the financial advisor community and the industry leading content of Inside ETFs our new webinar series Getting Under the Hood – ETF Trends Explored is the go-to place for advisor looking to stay current on all things ETF.

Our 4-part series is designed to help advisors progress through a given asset class to better understand the current outlook, the role of the asset class in portfolio construction and best practices for implantation and trading.

We begin our 2020 series with a closer look at bond ETFs. 2019 was the rise of bond ETFs as the paced equity inflows for all of 2019 setting a new high-water mark for inflows. In early 2020 that trend shows no signs of slowing. As the bond revolution continues many advisors are falling behind on several fronts including due diligence, building an allocation and more.

Session 1: Evolution or Revolution – Buffer ETFs to Capitalize on Market Opportunities
Date: Now Available On Demand

For nearly a decade investors have been searching for yield scouring all corners of the market. With the advent of bond ETFs it is easier than ever to source income, build bond ladders and manage risk and liquidity all at a lower cost.

Rates have been slashed to zero and markets are struggling to find solid ground, leaving investors with nothing but uncertainty. What can advisors do beyond hand-holding and the promise of better days? Join Inside ETFs, Wealthmanagement.com and Innovator ETFs as we explore Defined Outcomes and Buffer ETFs with actionable ideas that can help buoy clients’ portfolios, shore up your business and help protect you and your clients from future market volatility.

Accepted for one (1) CFP and one (1) AEP® CE Credit hour.
CIMA®, CPWA®, CIMC®, & RMA® CE Credits have been applied for and are pending approval.

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Session 2: Why Active Why Now – The Curious Case of a Flawed Benchmark
Date: TBD

It is no secret the S&P 500 has evolved to continually reflect the changing face of the US economy, offering investors a true benchmark. While fixed income benchmarks have evolved not many are aware of those changes and the impact it has on a portfolio and just how outdated they are from an investment standpoint.

In part 2 of our 4-part series we explore the role of active fixed income ETFs, why the Bloomberg Barclays US Aggregate Bond Index might not be the best benchmark for today’s investors and what solutions are available. In addition, we will tackle the current macro outlook highlighting the importance of human insight to help steady the ship and deliver the returns your clients need to reach their financial goals.

CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

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Session 3: Beyond Our Borders – Accesses the Largest Asset Class in the World
Date: TBD

If you polled 100 investors it is highly likely that none would pick the international bond market as the largest asset class in the world. But why? Well most investors have a pronounced home country bias when it comes building their bond portfolio.

During this webinar we explore where the opportunities lie in this expansive universe, how to separate the signal from the noise and access areas of growth with ease through ETFs. This 50-minute webinar we explore emerging market debt, the Chinese bond market and tackle the questions of local vs hedged. Hear from our experts and leave with a better understanding of how you can boost yield, increase your diversification and ensure your clients are better invested.

CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

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Session 4: The Great Awaking – The Rise of Bond ETFs
Date: TBD

Fixed Income ETFs launched nearly a decade after equity ETFs but adoption remained slow as investors favoured the use of more traditional mutual funds and individual bonds. As the role of the advisor is changing from portfolio manager to financial wellness coach bond ETFs grew in popularity for their ease of use, liquidity and targeted exposures.

Join Inside ETFs CEO John Swolfs as he is joined by bond experts and ETF thought leaders to provide an in-depth look at the evolution of fixed income portfolios, share ideas on how to get your due diligence and product selection right every time , while saving time and costs for both you and your clients.

Approved by the CFP Board for one (1) CE Credit Hour and one (1) AEP® credit hour.
CIMA®, CPWA®, CIMC®, & RMA® CE Credits have been applied for and are pending approval.CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

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