Summary: We recently sat down with Scott D. Welch, CIMA, Chief Investment Officer at Dynasty Financial Partners to discuss the growing popularity of third-party research platforms and other trends driving wealth management today. We also touched on his market outlook and thoughts on positioning client portfolios.
 Asset managers should ensure that advisors have a very clear understanding of and appropriate expectations for how these strategies should perform under different market environments."Scott Welch, CIMA, Chief Investment Officer, Dynasty Financial Partners |
Your session has expired!
To continue, please log in again.
Your session is about to expire!
You will be logged off in seconds.
Do you want to continue your session?