On Wednesday, November 20th, Kelli Schrade will be speaking at the Investment Management Institute’s 30th Annual Fall Consultants Congress at The Cornell Club in New York. Kelli will be one of the speakers on the Asset Allocation for the Next Generation panel, which will discuss the importance of focusing on client risk tolerance before an asset allocation is decided.
For more information, please visit the Investment Management Institute website.
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >