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Helping Advisors Shape Returns Through Target Outcome Investing

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We caught up with Jeff Chang from CBOE Vest. Cboe Vest is changing the way advisors can invest through their Target Outcome Investments. The future of the financial world is in its ability to provide what they do by integrating it through technology. CBOE Vest is on the crest of that wave to deliver unique solutions for advisors to benefit their clients.

Click the image to watch Jeff as he covers:
 

  • How CBOE Vest helps advisors accomplish investment return shaping.
  • How technology is changing the way companies approach investor education.
  • The Robo Advisor has been instrumental in furthering ETF portfolios, what’s next.
  • What CBOE Vest is working on in 2018 that Advisors can get excited about.
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