Thanks so much for coming to my presentation for the FPA Greater Phoenix 2015 Symposium!
Click the links/images below to download a copy of the presentation materials:
Asset Location: The New Wealth Management Value - Add For Optimal Portfolio Design?
The Emerging Next Generation of Variable Annuities - An Asset Location Tool?
January/February 2014 Newsletter - Exploring the Benefits of Asset Location
March/April 2014 Newsletter - Advanced Asset Location Strategies
"Future of Financial Planning" Reading List
Real-Time Collaborative Financial Planning and the Evolving Role of the Financial Advisor
3 Ways the Digital Age Will Change Financial Planning in the Next 10 Years
Growing a Planning Firm in the Digital Age: The Rise of Inbound Marketing
The Delivery of Financial Planning in the Digital Age
Why Robo-Advisors Will Be No Threat to Real Advisors
What Robo-Advisors Truly Threaten to Disrupt: Index ETFs and Mutual Funds, Smart Beta and Algorithmic Investing, Custodians and their Advisor FinTech Ecosystem