Challenging Asset Allocation Promises

W. A. (Trey) Ruch, III, CIMA®
Birmingham, Alabama

This breakout session examines the current state of asset allocation programming from a compliance perspective. We will cover organic advisory program components like model construction, client profiling / strategy selection, recommended lists and rebalancing in today’s real operating environment to the progressive marketing claims made about the features and benefits of these asset allocation based advisory programs. Are we doing what we say and saying what we do? Come join us and find out!

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