BMO Global Asset Management, ETF Securities, and Source, in association with Legal & General Investment Management and WisdomTree Europe, have created an ‘education programme’ designed to help adviser and wealth managers use ETFs better.
The ETF Forum covers the entire ETP market, with the main goal being to educate intermediaries on how the products can be used to build or enhance portfolios.
As part of this, the forum is hosting a series of free CPD-accredited workshops across the UK over the course of the year.
The launch event is in London on 20th June at BMO’s offices, followed by ten further workshops held in cities across the UK including Glasgow, Edinburgh, Manchester, Birmingham and Bristol.
“ETFs are seeing increasing inflows, however there remains a knowledge gap amongst UK advisers and wealth managers."
Industry milestone
Nizam Hamid, head of ETF Strategy at WisdomTree Europe said: “This coming together of some of the UK’s leading ETP providers is a milestone for the industry. ETFs are becoming increasingly popular but given the huge variety of products available, it is imperative advisers and wealth managers know how they can best use them.
“The ETF Forum will help ensure they have the most up-to-date information about ETFs when deciding where and how to allocate clients’ assets,” Hamid added.
Head of UK intermediary at BMO Global Asset Management, Rob Thorpe, added: “ETFs are seeing increasing inflows, however there remains a knowledge gap amongst UK advisers and wealth managers. The ETF Forum has been set up to fill that gap and drive an increase in ETP adoption amongst the UK adviser community.”
More details can be found here
