Featuring Guest Speaker: Brian Levitt, Global Market Strategist
Brian Levitt is a Global Market Strategist at Invesco. He is a recurring guest on CNBC, Bloomberg, and Yahoo! Finance. Mr. Levitt also is frequently quoted in the financial services media, including Barron’s, Financial Times, and The Wall Street Journal.
During this session, we will discuss:
- How did we get here
- Where are we in the cycle
- What’s the direction of the economy
- What will the policy response be
- What are the market implications
Invesco and their representatives are not affiliated with Ameriprise Financial.
Forbesrankings are developed by SHOOK Research and are created using an algorithmthat includes both qualitative (in-person, virtual and telephone due diligencemeetings; client impact; industry experience; review of best practices andcompliance records; and firm nominations) and quantitative (assets undermanagement and revenue generated for their firms) data. Investment performanceis not a criterion because client objectives and risk tolerances vary, andadvisors rarely have audited performance reports. Certain awards include ademographic component to qualify. These rankings for each applicable year arebased on the opinions of SHOOK Research, LLC, are not indicative of futureperformance or representative of any one client’s experience and are based ondata from the previous two calendar years. Forbes magazine and SHOOK Researchdo not receive compensation in exchange for placement on the ranking or itsuse. For more information: www.SHOOKresearch.com. SHOOK is a registeredtrademark of SHOOK Research, LLC.
Forbesrankings are developed by SHOOK Research and are created using an algorithmthat includes both qualitative (in-person, virtual and telephone due diligencemeetings; client impact; industry experience; review of best practices andcompliance records; and firm nominations) and quantitative (assets undermanagement and revenue generated for their firms) data. Investment performanceis not a criterion because client objectives and risk tolerances vary, andadvisors rarely have audited performance reports. Certain awards include ademographic component to qualify. These rankings for each applicable year arebased on the opinions of SHOOK Research, LLC, are not indicative of futureperformance or representative of any one client’s experience and are based ondata from the previous two calendar years. Forbes magazine and SHOOK Researchdo not receive compensation in Forbes Best-in-State Wealth Advisors,20257exchange for placement on the ranking or its use. For more information:www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
TheAmeriprise Client Experience Award is earned by a practice based on fourmeasurable statistics that reflect the value of goal-based advice to ourclients: Client Experience Rating; percentage of clients over a certain assetlevel in Advice Relationships; percentage of clients over a certain asset levelwith regular contact and, once the practice has exceeded a minimum amount ofNet Flows, the percentage of Net Flows derived from Assets Under Management.
Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Certain awards include a demographic component to qualify. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved.