Trend Following in the RIA Industry

February 1, 2024
Ian McMillan, CMT

Ian McMillan, CMT

Market Technician
David Zarling, CMT

David Zarling, CMT

Head of Investment Strategy & Research

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A webcast presentation by Ian McMillan & David Zarling as part of the CMT Association’s Educational Web Series.

About this presentation: Join this presentation with Ian McMillan and David Zarling to learn about applying trend following strategies in RIAs and wealth management. We’ll discuss practical ways to integrate these methods into client portfolios and improve business outcomes. This session is aimed at finance professionals looking for actionable insights into trend following.