Webinar Replay
JUNE 28, 2021 | 2pm – 3pm ET
Digital Assets and Volatility: The Inherent Risk on Every Advisor’s Mind
1 CFP CE credit was be available
1 CFA PL credit was be available
The Investments & Wealth Institute® accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
Webinar Hosts:
Ric Edelman, Founder - RIA Digital Assets Council
All three leading trade publications – Investment Advisor, RIABiz and InvestmentNews – have named Ric Edelman one of the most influential people in the financial planning and investment management profession.Ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s and among the Top 10 Wealth Advisors by Forbes, he’s in both Research magazine’s Financial Advisor Hall of Fame and Barron’s Hall of Fame. In 2017, Ric received the IARFC’s Lifetime Achievement Award.
Ric is the founder of the nation’s largest independent RIA, with 350 advisors in 170 offices nationwide, managing $230 billion for 1.2 million individuals and households. The firm is also the nation’s largest independent provider of advice to 401(k) plans, serving thousands of companies, including 150 of the Fortune 500. The firm is also ranked #1 for quality by Consumer Reports. He is the firm’s largest individual shareholder, serves on its board and remains actively engaged in the firm’s investment management and financial planning strategies.
Widely known in the financial services industry for his thought leadership, Ric founded the Funding Our Future Coalition with the Bipartisan Policy Center. With more than 50 academic, non-profit, corporate and think-tank members, it’s now the largest coalition ever formed that focuses on attaining financial security for all Americans. Ric was behind the creation of the first exponential technologies ETF and has been awarded two patents inventing a product that allows newborns to save for retirement.
Ric is also a leading financial educator and champion of improving financial literacy for all Americans. TALKERS magazine named him among the 100 Most Important Radio Talk Show Hosts in the country; his show has been on the air for nearly 30 years, currently airing on 80 stations coast-to-coast, and Ric is the only licensed financial advisor and one of just two weekend-only hosts on TALKERS’ “Heavy Hundred” ranking.
Ric has also produced award-winning specials for Public Television, and he’s a #1 New York Times bestselling author of 10 books on personal finance, including a best-selling children’s book on money.
Ric taught personal finance for 9 years at Georgetown University and currently is Distinguished Lecturer at his alma mater, Rowan University, which awarded Ric an Honorary Doctorate in 1999. In 2020, Rowan named its communications school the Ric Edelman College of Communication & Creative Arts.
Ric and his wife Jean live in Northern Virginia. They serve on a variety of nonprofit boards and are benefactors of the Edelman Center for Nursing at Inova Hospital Foundation, the Edelman Indoor Arena at Northern Virginia Therapeutic Riding Program, and Rowan University’s Edelman Planetarium and Edelman Fossil Park.
Ric Edelman
FOUNDER
RIA Digital Assets Council
Ben McMillan, Chief Investment Officer | IDX
Ben McMillan is the Founder and CIO of IDX, a quantitative investment research firm, and a former Portfolio Manager at RQSI. While at RQSI, Ben launched the RQSI Small Cap Hedged Equity Mutual fund in Sept 2015. Prior to that he served as co-Portfolio manager (and co-creator) of the Van Eck Long/Short Equity Index mutual fund since July 2012. Prior to joining Van Eck Global, he worked at Lyster Watson & Co. where he developed and launched the Lyster Watson Long/Short Equity Replication strategy in 2009. Ben holds an MSc in Econometrics from the London School of Economics as well as an MA and BA in Economics from Boston University.
Ben McMillan
CHIEF INVESTMENT OFFICER
IDX
Sponsored By:
Upcoming Events
Is the Crypto Winter Over?
DECEMBER 13, 2023 | WEBINAR
To find the answer, take a look at the trend signals, which can help you detect positive vs. negative momentum. Today’s crypto trend signals might help you recognize what’s coming next for crypto prices – and whether you should allocate more to BTC or ETH right now.
Join Ric Edelman for a fascinating and informative webinar along with Erik Anderson, Senior Digital Assets Research Analyst at Global X ETFs, and Andy Baehr, Managing Director of CoinDesk Indices. They’re going to show you how you can do better when dealing with the question of allocating crypto for your client portfolios.
You will also be able to ask questions during the live Q&A!
>> FULL DETAILS
VISION 2024
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.
>> FULL DETAILS
Past Events
What Advisors and Investors Are Saying Today About Digital Assets
NOVEMBER 29, 2023 | WEBINAR
Be the first to see the results of the latest survey of financial advisors, which was conducted by McKinsey & Company and Lionsoul Global. You’ll discover what advisors are thinking and doing about crypto, the products they want, and the essential services they say they need to help them attract and retain new clients. You’ll discover if you’re ahead of the competition – or falling behind. A can’t miss event!
>> FULL DETAILS
Capturing Yields in a High-Rate Environment with Bond ETFs
OCTOBER 24, 2023 | WEBINAR
Bonds are back and once again delivering strong yields. Are you helping your clients take advantage of the highest bond returns in decades? This event will reveal the best opportunities in fixed income right now and give you the information you need to have about the economic outlook for your client conversations. Join Ric Edelman and PIMCO’s David Braun for this important and timely webinar.
>> FULL DETAILS