What You Need to Know
The Next Gen program was initially piloted at Advisor Group subsidiary Securities America.
The Better Together program was initially launched as a six-part webinar series to help advisors.
Ladenburg Thalmann Asset Management CEO Philip Blancato was named chief market strategist for all of Advisor Group.
During Advisor Group’s Wealth Management Symposium on Thursday, the firm announced the rollout of its Next Gen and Better Together programs across the organization.
Next Gen “builds upon the success” of the program that was initially piloted at Advisor Group subsidiary Securities America, Advisor Group said. It “brings experienced financial advisors and Advisor Group leadership together with younger professionals to identify specific strengths to emphasize, areas for further development, and opportunities to grow through strategic partnerships and mentorships,” the company noted.
Advisor Group Launches Innovative Business Growth And Next Gen Advisor Programs At Fifth Annual Wealth Management Symposium
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December 23, 2020
Swan Global Investments, a specialized asset management firm with a 20-year track record in hedged equity solutions, announced on Wednesday the launch of the Swan Hedged Equity Exchange-Traded Fund (HEGD). HEGD is the first ETF launched by Swan Global Investments.
HEGD aims to address long-term investors’ need for capital appreciation while hedging against the risks and volatility associated with today’s often volatile markets. This differentiated solution combines the benefits of low-cost, passive investing with an actively managed hedging strategy.
The fund is anchored by Swan’s proprietary Defined Risk Strategy (DRS), which is a time-tested, disciplined approach that utilizes hedged equity and options-based strategies seeking to help investors grow their capital while also seeking to mitigate market risk. HEGD pairs the benefits of passive investing in equity index ETFs with actively managed options strategies, potentially resulting in a less volati