Advisor Education

Manager selection is paramount when selecting ETFs for fixed income investing. Learn about the structural advantages of ETFs and additional considerations when using fixed income ETFs. Explore the benefits active fixed income ETFs bring to your practice.

Not all cash is the same. Learn how to help optimize your clients’ cash allocations through liquidity tiering and by tapping into opportunities for higher yields and price appreciation.

Tune in for ideas on how advisors can address client concerns about moving money out of cash to invest it more productively into bonds – which have historically experienced less risk than stocks.

Tune into an informative discussion on how your clients can benefit from strategic tax planning by increasing retirement account contributions, booking capital losses to offset gains, and bunching itemized deductions for charitable giving. For additional resources on this topic, including an investor-friendly Tax Guide.

Clients focused less on capital accumulation and more on legacy need their advisors’ help to make the transition. John Nersesian, head of advisor education, provides insights into how to have conversations with clients, plan successful family meetings and more.

Explore strategies to help your clients manage charitable giving in a more intentional way to maximize effectiveness – both for themselves and the charities of their choice – with John Nersesian, head of advisor education. Download our 2024 versions of the Charitable Giving Guide and the Tax Guide for this year’s up-to-date information, and visit pimco.com/yearendplanning for more year-end planning strategies.

The fourth quarter is a great time for investors and their advisors to connect on strategies for the year ahead. Join John Nersesian, head of Advisor Education, as he shares topics worth considering for these conversations: tax planning, structuring family meetings, charitable giving and more.

Explore how municipal bonds may lower your tax bills and offer diversification benefits as compared with other asset classes, plus how the possibility of rising interest rates may affect them.

New provisions of Secure Act 2.0 have expanded the opportunities for Americans to save for retirement. Watch John Nersesian, head of Advisor Education, summarize the key benefits for retirement plan participants and their beneficiaries. Visit pimco.com/advisoreducation to learn more about this and other topics.

Explore how investing in alternatives enables investors to access appealing opportunities in private equity, private credit, and real assets – and how active managers pursue alpha amid rising correlations among traditional investments. Looking for additional information about Alternative Investments?

Watch as John Nersesian, head of advisor education, discusses how financial professionals can identify, measure, and communicate their significant contributions and outcomes to their clients. Interested in continuing education on the topic? Visit pimco.com/advisoreducation.

During periods of extreme market volatility, investors often focus on short-term returns not long-term goals. Learn how advisors can help reduce negative consequences of emotional decision making by providing valuable guidance in this video.

Mr. Nersesian is a senior consultant on the advisor education team at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Prior to this role, he was a senior managing director of wealth management services for Nuveen Investments. Previously, he was a first vice president at Merrill Lynch Private Client Group, where he also led advanced training for financial consultants. He served as a board member of the Investments and Wealth Institute (IWI, formerly IMCA) from 2006–2017 and as chairman for the 2014–2015 term, and he is a faculty member for the IWI Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) education programs held at Yale University and The University of Chicago. He has 39 years of investment and financial services experience and holds an undergraduate degree in business and economics from Lehigh University.

Mr. Ekberg is a senior consultant in advisor education at PIMCO. He provides training to financial professionals on advanced wealth planning topics, including retirement strategies, alternative investments, and goals-based wealth management. Prior to joining PIMCO in 2021, Mr. Ekberg was chief learning officer and managing director of professional development for the Investments & Wealth Institute (IWI), where he led the advisor education programs for advanced credentials in the financial industry. During his tenure at IWI, he oversaw the Certified Private Wealth Advisor (CPWA) certification education at the University of Chicago, and led the acquisition and development of the Retirement Management Advisor (RMA) certification. He has 19 years of investment and financial services experience and holds a master’s degree from Creighton University. He is a CFA charterholder and holds the Certified Investment Management Analyst (CIMA) and CPWA designations.