Form CRS // NEWS // Operations Notice

Form CRS // NEWS // Operations Notice

 
eagle png

 Webinar   July 19th, 2022

Mid-Year Markets Update

On July 19, Anu Gaggar, CFA®, FRM, CFP®, Vice President, Capital Markets Strategist at Fidelity, and Scott Wren, Senior Global Equity Strategist at Wells Fargo Investment Institute will join us once again to offer their perspectives on how markets have performed so far in 2022.

Hosted by Bob Collins, XML Co-CIO & Managing Director of Collins Investment Group, this event is a great opportunity for you to hear market insights directly from senior equity strategists at Fidelity and Wells Fargo Investment Institute. This webinar will be structured as an open discussion and include:

  • A recap of market events so far this year
  • Perspectives for the second half of 2022
  • Things to consider while navigating the current market environment
  • An open forum, led by our host and featuring questions submitted by the audience
Register for this webinar by filling out the form below:
1200x628px-misc-Jun-07-2022-10-13-51-23-PM
This webinar is for educational and informational purposes only. Content is not intended to be a recommendation, solicitation or endorsement of any company, strategy or service discussed nor should it be perceived as individual advice.

Anu Gaggar, CFA®, FRM, CFP®

Anu Gaggar, CFA®, FRM, CFP®, is a Vice President with the Capital Markets Strategy group at Fidelity Institutional® (FI), the Fidelity Investments business that offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.

Scott Wren

Scott Wren is Senior Global Market Strategist for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Scott is a member of the Investment Strategy Committee, which is the team that produces strategy and guidance recommendations for global financial, real asset, and alternatives markets. With his knowledge of the financial markets, he is often quoted in national media outlets including Reuters, The Chicago Tribune, The Los Angeles Times, The Washington Post, The Associated Press, and The Wall Street Journal. He frequently appears in interviews on Bloomberg Television, the Fox Business Network, and CNBC's “Nightly Business Report."

Robert J. Collins

Robert J. Collins has maintained a reputation for integrity and insightful investment advice throughout more than three decades in the financial services industry. Bob has built a team that is dedicated to earning each client’s trust and a focus on providing sound, personalized attention with the highest level of professionalism. As Co-CIO & Managing Director of Collins Investment Group, a division of XML Financial Group, Bob combines his belief in personal excellence with the support of a collaborative team of professionals and the resources of a large custodial financial institution. Prior to joining XML Financial Group, Mr. Collins was Managing Director and CEO of Collins Investment Group which operated as an independent business model within the Wells Fargo Advisors Financial Network. Prior to founding his own business, Mr. Collins spent more than a decade as a Managing Director – Investments at Wells Fargo Advisors. Bob is a portfolio manager entrusted to manage client portfolios with discretionary authority through the Private Investment Management (PIM) program.