How does the U.S. Investment Environment Compare Internationally? Insights from the Morningstar Global Fund Investor Experience Study
From our series: Working with US Citizens Abroad and Expats in the US (Webinar 4 of 4)

February 2nd, 2022 (150 Seats)

1:00 PM PT / 4:00 PM ET

The Global Financial Planning Institute invites you to join us on Wednesday, February 2nd at 1:00 PM PT / 3:00 PM CT / 4:00 PM ET for a Zoom Webinar entitled 'How does the U.S. Investment Environment Compare Internationally? Insights from the Morningstar Global Fund Investor Experience Study.'

In this webinar, GFP Institute Executive Director Ashley Murphy, GFP (USA/Australia) CFP®, AIF® will provide an overview of how to make the most of a client's long term investment returns, how to increase fees and simplify the administration of their global portfolio. 

Some of the relevant issues that will be addressed include:

  • How to make the most of a client's long term investment returns

  • How to increase fees

  • How to simplify the administration of their global portfolio

We hope you can join us!

Join the GFP Institute as an Open member for complimentary access to this webinar and our previously recorded library of presentations.

How does the U.S. Investment Environment Compare Internationally? Insights from the Morningstar Global Fund Investor Experience Study

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Presenter:
Ashley Murphy

Ashley Murphy, GFP CFP® AIF® CEPA™, is a tri-citizen of the USA, Australia, and the UK. Ashley is the founder and Principal of Arete Wealth Strategists Australia, a fee-only financial planning and investment management firm for Australian/American expatriates in the United States and Australia.

Upon settling upon his target market of Australian-American-British expatriates, Ashley grew his firm’s revenue almost 300% in 18 months. In pre-Covid times, Ashley would travel around the U.S. regularly to visit clients and would spend a month in Australia each year with his family to keep current on their financial planning issues, visit clients and attend conferences.

From 2014 - 2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University. He was formerly a Knowledge Circle host for the International and Cross-Border Knowledge Circle with the Financial Planning Association (2017 - 2019) and is a regular conference speaker. He holds a Graduate Diploma in Financial Planning in Australia making him one of the only financial advisors educated in both advice markets. Ashley has been quoted in the Wall Street Journal, profiled in Financial Advisor Magazine, and has written several guest-blogs for Michael Kitces’s Nerd’s Eye View.

Ashley presently lives with his wife Eliza, and daughters Elise & Jasmine in Brisbane, Australia. He enjoys cycling, reading, and world travel. He is a futurist with interests in architecture, renewable energy, and demographics.

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Coming up in February:
🌎Master Class in US Inbound/Outbound Financial Planning

10-Lesson course where a group of international financial professionals teach the cross-border considerations needed to work with clients from international backgrounds living in the US or Americans abroad.