Advisor Analyst Videos – 5th Annual ETF Conference

5th Annual ETF Conference

Presented by the Canadian ETF Association and Mindpath Conferences, November 15, 2018

The following videos are courtesy of:

How to be the Most Valuable Advisor to Clients

Dan Richards, CEO, Client Insights, talked about how advisors need to excel in terms of the value that they provide to clients.

How to be the Most Valuable Advisor to Clients – Part 2

Dan Richards, CEO, Client Insights, talked about how advisors need to excel in terms of the value that they provide to clients.

What to Do about Fixed Income’s Conundrum?

Mark Noble, Senior Vice President, Horizons ETFs, chatted on the bond market, given that rising rates and falling stock market prices have conspired to bring the end of the year to an anti-climactic close for investors.

Rising Rates Call For Active Fixed Income Strategies

Ahmed Farooq, Vice President, ETF Business Development, Franklin Templeton Investments, talked about the various ways advisors (and investors) can deal with the problem of fixed income investing in the rising rates environment.

What Makes You the Irreplaceable Advisor?

Goshka Folda, President & CEO, Investor Economics, and Global Head of Research, Strategic Insight, discussed her research firm’s findings of what it will take for advisors to remain the advisor of choice.

The opportunity in early adopters of Distributed Ledger Technology

Bill Stormont, COO, First Block Capital talked about how large capitilazation companies, such as Walmart and Maersk, who are early adopters of the Distributed Ledger Technology (DLT) and represent an opportunity over the long term.