2018 FTJ FundChoice Advisor Summit

How to take a more rules-based approach

February 07, 2018 @ 12:00 am

Runtime: 1:52

Clients are looking for ways to limit downside risk while generating returns. Terri Spath of Ocean Park Asset Management offers some ideas.

More from the Event

Preparing Clients For Any Market Scenario

If the market went down, would your clients be surprised by their portfolio’s reaction? Reduce vulnerability and strengthen relationships with the guide to preparing clients for any market scenario.

0
Comments

What do you think?

Video Channels

Recent Events

Drive 2019

Monday, Sep 30, 2019

Fearless Investing Summit 2019

Thursday, Sep 26, 2019

Fintech Fueling Advisor Growth

Monday, Sep 9, 2019
X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.