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      IN THE NEWS All 2012 |  2013

      WSJ Asks Our Advisors How New Parents Should Approach Finances

      For the Curtin family, a new job marks an opportunity to take stock of their financial situation and re-evaluate college-saving options. The Wall Street Journal…
      MORE



      SPEAKING/CONFERENCES All 2013

      Wela Strategies to Participate in Morningstar Conference in June

      Wela Strategies will be participating in the 25th Annual Morningstar Investment Conference on June 12 – 14, 2013 in McCormick Place, West Building, Chicago.  Wela Strategies will be presenting on the following topic.

      ETF Managed Portfolios: Global Opportunities and Multiasset Income Solutions

      ETF managed portfolios remain one of the fastest-growing areas in finance. Three leading managers will discuss current opportunities across the globe and explain how exchange-traded funds can deliver global multiasset income solutions to advisors and investors.

      Moderated by Andy Gogerty, Morningstar

      Mitch Reiner, Wela Strategies

      Lucas Turton, Windham Capital Management

      Anthony Parish, Sage Advisory

      For more information on the full conference agenda, visit: http://www.morningstar.com/products/conferences/2013MICAgenda.pdf


      Scaling Your Practice for Growth – Think Differently


      RIA Summit
      Four Seasons Resort & Club Las Colinas, Dallas, TX (Room TBA)
      February 12, 2013

      Today’s investment landscape is going through a prolonged period of change. Those advisors who are willing to think differently about their practices to position their firms to take advantage of this environment have a tremendous opportunity to capture assets. Our panel will discuss approaches taken by innovative advisors to transform their practices into growth businesses by thinking differently about their business model, their trusted service partners and their value proposition.


      Innovations and Ideas for Asset Allocation Using ETFs

      TD Ameritrade Annual Conference
      Manchester Grand Hyatt, San Diego, CA
      January 30, 2013

      Portfolio managers offering managed portfolios are using ETFs in new and innovative ways to provide investment solutions for financial advisors and clients. Learn more about which ETFs portfolio managers are evaluating and using to provide needed solutions for clients, and how portfolio managers are using them in either tactical asset allocation or strategic asset allocation.



      WEBINARS/CALLS All 2012 |  2013

      The Modern Consumer Webinar

      Learn about The Consumer – View our recent webinar

       

      Wela Commentary: October Wrap-Up

      Wrap Up – November

      Wela Commentary: September Wrap Up (audio)

      Wrap Up – September

      Mitchell Reiner and Paul Scudellari To Participate in November Webinar

      Mitchell Reiner and Paul Scudellari will be participating in a webinar for Wela alongside FiPath4Advisors on November 21, 2013 at 1:00pm EST.  The content will be about the modern consumer and their behavior (comparing Gen X, Y, and Boomers).

       

      Webinar:

      Attracting and Working With the Modern Consumer

      Details:

      Hosted by FiPath4Advisors with our Special Guests from Wela Strategies

      Presented by: Peter Velardi, CFP®, Mike Turgeon, Mitchell Reiner, CFP®, CIMA® and Paul Scudellari, CFP®

       

      Date:

      Thursday, November 21, 2013, 1:00 pm – 2:00 p.m. EDT

       

      Objectives:

      Advisors who know how to work with today’s consumer are more successful and profitable. Join our webinar to:

      Learn how to attract the modern consumer to your practice

      Discuss product trends that can help modern consumers solve their problems while helping you be more efficient with your time

      Learn a proven institutional approach to managing clients’ assets

      REGISTER NOW

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