As the search for yield continues, advisors are confronting the reality that low interest rates are here to stay. This can pose numerous problems for the portfolio, but finding an appropriate substitute doesn’t need to be difficult. Join DPL Founder and CEO David Lau and leading retirement researcher Wade Pfau, PhD, for an understanding of how RIAs can successfully navigate this new era of low interest rates.
Topics of discussion include:
- Why this era of low interest rates is forcing advisors to seek new source of income—and where they’re finding yield
- The overlooked asset class that shines in a low interest rate environment as a strong bond alternative
- How advisors can easily compare and evaluate solutions addressing yield in the portfolio
This session is worth 1.5 CE credits for subscribers with the following designations: CFP, CLU, ChFC and RICP. And CPA subscribers will earn 1.5 CPE credits. And NAPFA members who subscribe will receive a completion certificate they can apply for NAPFA CE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.