PFP2401. Solving Practical Problems in Private Wealth Management

The profession of financial advice has evolved over time, alongside the needs and expectations of clients. Sophisticated advisors enhanced their skills to accommodate the increasingly complex issues facing their clients. This session will explore some of these issues, such as state-of-the-art asset allocation, market downturns and volatility mitigation strategies, incorporating human capital in investment decisions, and approaches in generating income and their tradeoffs. The basis of these solutions is rooted in rigorous academic research based on data and evidence developed over the past few decades. Advisors will be presented practical ways to address these issues and how to implement them in their investment process.

Learning Objectives:

• Identify state-of-the-art investment approaches.
• Recognize complex client issues in the investment process.
• Recognize how to apply specific strategies in practical situations.