Inside ETFs & TD LINC 2020 | 17 January 2020

Good day to everyone !

We hope it was an exceptional week for all. We’ve heard from many advisors who shared their work from client engagement and review meetings that have been well under way. And we start off our Week in Review:

Upcoming Webinar

Our kickoff to the new year webinar is scheduled for Tuesday, February 7, 2020 at 2:00 pm ET / 1:00 pm CT. The topic for the webinar will be a sharing of the many takeaways and insights from the Inside ETFs and TD LINC 2020 events . Register with us at the link below –

Here is the link for the registration – Portformer Webinar

Here is link and transcript from our webinar on December 3, 2019 – Webinar: The next gen wealth advisor 

Industry Conferences

We are less than 2 weeks away from the Inside ETFs Conference | Portformer in Hollywood, FL for January 26-29, 2020 with an impressive agenda and roster of speakers. The TD National LINC 2020 event is set for January 29-31, 2020 and you can schedule time with us for both events through these links. Please stop by our exhibit booths and we’re excited to demonstrate some of the recent enhancements.

#Fintwit Influencer Analysis

What can we say, we are continuing to receive interest from our inaugural #Fintwit Influencer Analysis ‘ and appreciate all of the posts and likes from our community to date. The link to our blog post and the study is right here.

Popular Posts:

Here are the posts most read on

Question of the Week: What has been your most recent technology or program implementation challenge and the lessons learned ? Please share with us via our chatbox at Portformer or reply to this email and the information will remain confidential.

What we’re Reading:

Here is a snapshot of the best articles compiled and read by our team:

New ETFs fight to escape the shadow of Blackrock and Vanguard – WSJ article on the ETF issuers are competing against the Big 4 and a data provider’s research which is creating headwind.

The Investment Case for Gender Equality – An article on a question that many advisors are being sought for guidance from their clients.

How Can Advisors Add Value and Defend Fees – A discussion around advisors needing to move beyond ‘buy and hold’ and ‘high risk, high return’ to deal more with clients’ behaviors and emotions.

Why Charles Schwab and TD Ameritrade Could Force RIAs to Rethink Pricing An industry-based article that questions with a major change in the custodian paradigm will this lead the advisor to reconsider their economic model/pricing.

ETF investing Advisor Says You Only Need These 3 Stocks

As always, we welcome sharing this with a colleague who would benefit from joining our community or you can find us on social media at Twitter @portformer and LinkedIn at Portformer.

Many of you have inquired as you’re evaluating the benefits of model construction or the outlook for one of your stalwart funds has changed – we’re always ready to help you regain your time.


Sean Kruzel and the Portformer™ Team

John DiBenedetto

Sales | Business Development | Customer Success

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