Navigating Fixed Income Markets as the Fed Tackles Inflation
Fixed income investors faced plenty of challenges in 2021 as the global economy recovered from the COVID-19 pandemic. With January and February returns flashing red across the board, 2022 appears to be setting up for more of the same. Columbia Threadneedle will discuss strategies that may help investors navigate the triple threat of Fed tightening, high inflation, and decelerating economic growth.
Play bigger than you are: Effective team formation
Financial advisors today are expected to do more than manage investments; FAs must provide comprehensive guidance on a range of financial matters and life event decisions.
Leading practices are forming teams that surround their core members with an array of expertise drawn from their firm eco-system and third party resources, tailored to the specific needs of their key client(s). But how to do so with efficiency and at a reasonable cost?
Attend this session to learn:
- The five key benefits of creating a virtual team (core, firm eco-system, third party resources)
- Why defining the core or key client(s) is critical to forming a distinct value proposition and the makeup of the virtual team
- Key considerations for each part of the virtual team.
Your niche is waiting: Help your best clients build wealth at work
Even your most successful clients may not know how to get the most out of their retirement compensation packages. They need help, and you should be the one to help them.
Attend this session to:
- Learn strategies to attract and retain high-earning clients
- Gain knowledge to help you assist clients with complex retirement issues
- Discover ways to earn clients' confidence
Abram Claude will be available after the presentation to answer attendees' questions live
A Smarter Solution to Municipal Investing
Traditional muni indices are concentrated in higher quality bonds and may have more interest-rate risk.
Passive products that track traditional municipal bond benchmarks may give investors excessive exposure to duration (interest-rate) risk, because of the way traditional indices are constructed.
A strategic municipal bond approach, with a focus on diversification and the flexibility to navigate interest-rate risk and credit risk, may help address this challenge.
As Retail Sales Are Expected to Rise, Online Sellers Could Be the Big Winners
Consumer spending is expected to rise this holiday season, but the benefits won’t be evenly spread. Mainstream retailers, under pressure from Amazon and off-price stores, are shifting risk to brands.
Election 2016: Lifting the Cloud of Uncertainty
The uncertainty of this election makes it hard to predict the long-term outcome of either a Clinton or Trump administration. For clues, focus on where the two candidates stand on three key issues.