Webcasts

Special Webcast: Forecast 2010

Listen to our expert panelists LIVE from your own desk. Ask questions about the outlook for equity and fixed income markets.

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The RIA/Broker Model: Way station or final destination?

Listen to our panelists discuss the pros and cons to becoming a dually registered adviser.

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Tax Planning: What to do for clients now and in 2010

Listen to our panelists discuss the latest developments in taxes and learn what you can do to help your clients now.

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Do non-traditional ETFs belong in client portfolios?

Non-traditional ETFs -- especially leveraged and commodities ETFs -- are gaining traction and attention. How should advisers approach these sophisticated investments?

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What will 2010 Mean for Estate Planning

Three prominent estate planning attorneys discuss the latest developments in trusts and estates – and what advisers should be doing now.

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Special Webcast: Moss Adams/InvestmentNews Adviser Compensation and Staffing Study

Learn how your firm compares with other financial advisory businesses as our experts discuss the results of this bi-annual report.

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Adviser to Adviser: Overcoming Resistance to Long-Term Care Planning

Listen to our expert panelists discuss their approach to long term care planning in the current economic crisis from your own desk. Ask questions about how to approach clients and determine the best course for funding LTC.

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Mid-year outlook: What's in store for the economy and the markets?

Listen to our expert panelists discuss the course of the economy and how to navigate the markets.

This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.

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Webcast Series: Using Social Media to Market Your Practice

Blogging, LinkedIn, YouTube, Facebook, Twitter, Ning, Digg. These social networking tools aren't just for teenagers anymore. In fact, more and more advisers are using them creatively to expand their business, retain top clients and demonstrate their expertise.

This program has been accepted by IMCA for 1 non-IMCA CIMA credit.

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Webcast Series: Weighing the Alternatives

Listen to our expert panelists as they discuss the current outlook for alternative assets, how to get started, risks, and more.

This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.

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Webcast Series: Looking for Yield

After the past year, investors are hungry for safe returns. But where can safe returns be found? Listen to our panel of experts live from your desk.

This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.

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Webcast series: 50 cost-saving and money-making ideas in 50 minutes

Leading experts on marketing, compliance, technology and practice management share their best suggestions for saving money and making money in today's challenging environment. No hype, no sales pitches, no duplication — just 50 innovative, practical ideas you can use immediately to boost the bottom line of your advisory business.

This program has been accepted by IMCA for 1 non-IMCA CIMA credit.

Webcast series: What this Crisis Means for Long-Term Investing - Another Look

InvestmentNews brings back leading strategists with different viewpoints to discuss their current outlook for the market.

This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.

Surviving an SEC Audit after Madoff

Leading advisers and a former senior SEC enforcement chief discuss how to prepare for — and handle — an SEC audit in light of the Madoff scandal.

This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.

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Webcast series: Are You An Emotionally Intelligent Adviser?

Listen to our panel of top behavioral finance experts lead a discussion on succeeding in today's volatile environment.

This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.

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Adviser to Adviser: Maximizing Retirement Income - Now

Listen to our expert panelists discuss the challenges of rebuilding and reshaping portfolios now to meet retirement income needs.

This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.

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Successful Strategies for Buying and Selling Your Practice

Tuesday, March 24, 2009

Listen to our panelists discuss how strategies for successfully buying and selling your practice.

This program has been approved by IMCA for 1 non-IMCA CIMA credit.

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Managing a Fee Based Practice in the Face of Declining Revenues

Wednesday, March 11, 2009

Listen to our expert panelists discuss how to manage a fee based practice in today's turbulent market.

This program has been approved by IMCA for 1 non-IMCA CIMA credit.

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Adviser to Adviser: Using ETFs to build client portfolios

Tuesday, February 10, 2009

Listen to our expert panelists discuss how to make the most of ETFs from your own desk.

This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.

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