By Professor Joel Litman
President, CEO, and Chief Investment Strategist of Valens Research
Friday, 20th October 2017
(In EST) Friday, October 20, 2017 8:30 AM – Registration 9:00 AM – 10:30 AM
8th Floor, Richard M. and Maggie C. Daley Building
14 E Jackson Blvd.
Chicago, IL 60604
Wall Street has failed the financial advisor.
Full of poor recommendations for buying at the tops, selling at the bottoms, and doing little to support a wealth manager’s real goals for the family and individual investor…
That’s where the movement behind UAFRS comes in. So much of a financial advisor’s work is dependent on quality investment research and reliable market forecasts — and relying on as-reported financial data gives you anything but those two.