Transforming a Portfolio
By TC Media
This practical workshop walks you through the investment, rebalancing and taxation implications of adding ETFs to a portfolio while closing out other positions. An in-depth look at the process will leave you with the tools to determine the optimal strategies for your own clients.
On Oct 3, 2018, Advisor’s Edge and Investment Executive hosted an ETF Summit to provide much needed clarity on the benefits and challenges of using ETFs.
This course is from one of the sessions.
Professional Responsibility Credits
Product Knowledge Credits
Practice Management Credits