NEW YORK, July 7, 2015 /PRNewswire/ -- OppenheimerFunds will launch this Wednesday a quarterly webinar series based on the firm's newly digitized Compelling Wealth Management Conversations. This multi-platform resource provides a deep philosophical framework and broad historical context designed to help financial advisors answer clients' short-term questions and keep clients "buckled into" their investment strategies. The program also focuses on opportunities to enhance and refine an investment strategy, and helps FAs articulate their value proposition in a clear and compelling way.
Each of the quarterly webinars will focus on pressing client questions and provide answers in a historical context. The inaugural July 8 program will explore such topics as:
- Debunking myths about corrections, foreign investing and investing amid "market uncertainty";
- Where to look for opportunity in the low-for-long interest rate environment, even as the Federal Reserve looks to begin gradually increasing rates;
- Surveying how different historical events have played out in the markets over the long term.
"The Greek debt crisis is but one example of the kinds of current events that investors have to consider in the proper historical and forward-looking context," said Senior Investment Strategist Brian Levitt, speaker for the July 8 webinar. "Compelling Wealth Management Conversations provides real-world perspective on trends that shape the investment environment in such diverse areas as demographics, energy, manufacturing, politics and the overall economy."
Click here to register for the webinar, which will take place at 4:00 p.m. EDT on Wednesday, July 8. For more information about Compelling Wealth Management Conversations, including a new digital app that enables advisors to create customized presentations, click here.
"Every night it seems, advisors and their clients get home from a long day at work, flip on the TV and see a red scroll of alerts and breaking news. Our Compelling Wealth Management Conversations program provides the insights, context and perspective to help investors relax and let their advisors do their job of helping clients achieve long-term financial security," said Paul Blease, Director of OppenheimerFunds' CEO Advisor Institute. "The positive response from advisors has led us to offer this webinar series as well as a new digital app so that advisors can access these insights in whichever medium works best for them."
OppenheimerFunds, a leader in global asset management, is dedicated to providing solutions for its partners and end investors. OppenheimerFunds, including its subsidiaries, manages more than $240 billion in assets for over 13 million shareholder accounts, including sub-accounts, as of May 31, 2015.
Founded in 1959, OppenheimerFunds is a high conviction asset manager with a history of providing active, innovative investment strategies to its investors. The firm's 14 distinct, collaborative investment management teams specialize in equity, fixed income, alternative and multi-asset strategies. OppenheimerFunds and its subsidiaries offer a broad array of products and services to clients, who range from endowments and sovereigns to financial advisors serving individual investors. OppenheimerFunds provides advisory services to the Oppenheimer mutual funds, and OFI Global Asset Management offers solutions to institutions. For more information, visit oppenheimerfunds.com.
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