2022: The Greatest Advisor Opportunity in 14 Years – if You Act Now

OCTOBER 20, 2022

Sure, 2022 has been a challenging year. Both stocks and bonds are down – which hasn’t happened since the Credit Crisis of 2008. That makes 2022 the best opportunity in 14 years for you to show your clients that you offer outstanding value!

That’s right! Mutual funds and ETFs will soon be issuing their annual capital gains distributions. And this year’s CGDs will be unusually high, due to portfolio turnover caused by 2022’s market volatility. This gives you a great opportunity to help your clients, reinforce your value!

How? By showing your clients how they can avoid capital gains taxes, using tax loss harvesting strategies. With year-end fast approaching, now is the time for you learn how to use these strategies, so you can convert 2022 into the best client retention and asset-gathering year you’ve had in more than a decade.

Join Ric Edelman for a special webinar with Michael Lane of BlackRock. They will show you how you can help your clients reduce their tax liabilities and increase client loyalty. This is a must-attend webinar! Join us on Oct 20 at 1pm!

1 CE credit is being applied for

Sponsored By:

iShares is a registered trademark of BlackRock, Inc. © 2022 BlackRock, Inc. All Rights Reserved.

Featured Speakers

Ric Edelman

Ric Edelman



Sean Ristau

Michael Lane

Head of iShares U.S. Wealth Advisory


Sean Ristau

Daniel Prince

Head of iShares U.S. Wealth Advisory Product Consulting


Upcoming Events

What You Need to Know About the New Spot Bitcoin ETFs
MARCH 5, 2024 | 2pm-3pm | WEBINAR

Collectively, these ETFs generated more AUM than any ETF launch in history—but what does it all mean for your clients, and for your practice? Join Ric Edelman and Bitwise CIO Matt Hougan to discover the impact and implications of these new ETFs on practice management, investment strategy and value-added client service. You’ll learn why SEC approval of the spot bitcoin ETFs is a historic event, how the market is reacting to them, how to understand the differences between them, what’s coming next in crypto ETFs—and much more.

JUNE 2-4, 2024 | AUSTIN, TX

VISION is the longest-running digital assets investment conference specifically for financial professionals. Chaired by Ric Edelman, VISION provides cutting-edge educational content and actionable ideas from leading investors and industry thought leaders. You get the information you need about crypto to attract new clients and AUM.

Past Events

How To Engage in Due Diligence of Digital Assets Managers, Products and Platforms

Conducting due diligence is never easy – and it’s particularly complex when crypto is involved. In this vitally important webinar led by Ric Edelman, you’ll hear from Matthew Kolesky, Arbor Digital’s Co-Founder and Compliance Officer, and Alexander Nary, Head of BitGo’s HeightZero. You’ll discover what to look for – and what to avoid – when you’re conducting due diligence for crypto asset management platforms and managed crypto solutions for client portfolios.

Bitcoin ETF Breakthrough: What it means for investors
Live Webinar Only. No Replay | For Financial Professionals Only

The launch of spot bitcoin exchange-traded funds in the U.S. represents a convergence of bitcoin and traditional finance – making bitcoin more accessible to a wider range of investors.

Join Ric Edelman, along with BlackRock’s Jay Jacobs, US Head of Thematics and Alternative ETFs, and Robert Mitchnick, Head of Digital Assets, as they discuss the fundamentals of bitcoin and bitcoin ETFs.

Answering the Top 10 Questions About the New Bitcoin ETFs

Spot bitcoin ETFs are here! What does their approval mean for investors? Join Ric Edelman and Bitwise CIO Matt Hougan as they answer your most pressing questions about the new spot bitcoin ETFs.

“In my 34 years as an advisor, I’ve attended many educational events. This was easily one of the best and most useful.”
Kevin Bourke, President
Bourke Wealth Management

Event was fantastic, lots of info. Really opened my eyes to the legitimacy of digital assets.
Stan Emery, IAR
Cambridge Investment Research

“The content was eye-opening. Thank you! It’s rare for me to get this much insight from a single conference.”
Michael Dunne, Financial Advisor
Cereus Financial Advisors, LLC

“Really excellent content! Thank you for doing this.”
Diane Weyrick, Advisor
DWM Financial, LLC

“Great presentation. Quality panels.”
Robert Dwyer, CIO
Chancellor Financial

“Excellent program. Well organized…awesome presenters and information. Well done!”
John Davis, Executive Director
Edelman Financial Engines