Embracing Investment Evolution to Advance Your Practice and Serve Client Needs: Fidelity Webinar

Webinar
Tuesday, June 4^th, 4 PM ET
Register Now

Are you ready to elevate your investing practice while offering new methods of portfolio personalization for your clients? Join us for a dynamic discussion featuring insights from Fidelity’s investment specialists as we explore ways to incorporate new and evolving investment solutions into your current approach. Please come prepared with questions to participate in this engaging discussion. We hope to see you there!

Featured Fidelity experts will cover:

• How direct indexing and model portfolios are helping advisors reshape client portfolios, at scale

• Why active and thematic ETFs may help reignite client engagement with their investments

• How the generation of tools available today can boost your ability to construct robust and personalized client portfolios

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Embracing Investment Evolution to Advance Your Practice and Serve Client Needs: Fidelity Webinar

Previous PostReminder: ESI’s Continuing Education Program

Next PostT + 1 Settlement - Effective May 28th