While market volatility can create anxiety for some, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than good.
Please join us for a webcast with Tom Fellowes, Regional Director, to provide perspectives on capital markets, previous market declines, volatility, and the importance of investor discipline.
About the Presenter
Tom Fellowes is regional director in Dimensional's Sydney-based Financial Adviser Services team, working with advisors to aid the delivery of consistent and successful investment experiences to their clients.
In this role, Tom updates financial advisors on capital market research, assists in communicating investment concepts and consults on asset allocation and business development issues. He holds a bachelor's degree in economics and business management from the University of Newcastle Upon Tyne. This course included a year's work placement working at First State Investments in Edinburgh.
Learning Partnership: Financial Advice New Zealand, as part of the Academy of Professional Learning, partners with organisations such as Dimensional that are leaders in research and learning in financial services.
Dimensional’s Virtual Program: Dimensional is a global investment firm with a strong belief in markets, who identify compelling research and apply it to practical investing.
Dimensional is partnering with Financial Advice NZ to provide a virtual webcast series to share valuable insights into Investment Planning, Personal Development and Practice Management to equip adviser and advisory firms with the skills needed to grow a successful business upon a solid theoretical foundation.
NOTE: THIS IS A COMPLIMENTARY WEBCAST FROM OUR LEARNING PARTNER
CPD: 0.5 STRUCTURED HOUR
Area: Investment Planning
Please register directly with Dimensional using the link below.
Members: After the event we will enter your attendance into your online CPD log
Non-members: We will send a PDF of your attendance
Thursday 24th January 2019, 2pm NZDT