Looking Forward: Using a Proven ETF Rating to Build Better Client Portfolios

Tuesday, August 11, 2020

2:00 PM EDT | 11:00 AM PDT

60 minutes

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As ETFs grow in number and complexity, it’s becoming more difficult and time-consuming for advisors to find the right ones. Discover how to build better ETF-based portfolios using a uniquely forward-looking rating system that helps you easily determine the best ETFs for your clients.

Join Marc Chaikin, Founder of Chaikin Analytics and creator of Chaikin Money Flow, as he walks you through cutting-edge technology that helps advisors make better investing decisions, accelerates the research process, enhances client engagement, and frees up time to grow your AUM. 

Advisors will learn how to:

  • Access a forward-looking rating system and customizable reports can help grow your practice and facilitate compliance 
  • Utilize “best-in-breed” platforms to communicate with clients
  • Perform a model checkup—diagnose your ETF models to ensure that they have the best of the best in each category of asset style and class
  • Use techniques to engage with clients and demonstrate best interest practices

After the presentation Mark will be available to answer questions live.


Marc Chaikin Headshot

Marc Chaikin
Chaikin Analytics

After 40 years on Wall Street as a trader, stock broker, analyst and head of the options department for a major brokerage firm, Marc founded Chaikin Analytics LLC to deliver proven stock analytics to investors and traders, based on the Chaikin Power Gauge, a 20-factor alpha model proven effective at identifying a stock’s potential. Chaikin developed computerized stock selection models and technical indicators that have become industry standards (including Chaikin Money Flow) and pioneered the first real-time analytics workstation for portfolio managers and stock traders.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.

For Investment Professionals Only