Upcoming Events

September

Webcast

Investment Intelligence: Demystifying liquid alternatives

Tuesday, September 16, 2014

As the popularity of liquid alternatives and other non-traditional investment products continue to explode, advisers need information and intelligent insights to stay ahead of the competition. Understanding and differentiating among all the different types of alternative strategies and how they can best address a client's needs is top of mind for advisors today. In this one hour CE approved webinar sponsored by MainStay Investments, advisers will learn how to construct a well-diversified portfolio using liquid alternatives and non-traditional investments. They will also learn which types of alternatives can help to diversify a portfolio and discover where the alternative flows may go in the future.

Attendees may submit questions before and during this live event.

A free and invaluable resource.

  • Visit Website

  • Accepted by the CFP Board for 1 CE credit and by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.

Webcast

How to work with millennials and the next generation of investors

Tuesday, September 23, 2014

Millennials are in line to inherit - by some estimates - nearly $30 trillion from baby boomers over the next decade - a great opportunity for advisers.

But Millennials aren't at all like their Baby Boomer parents. What's important to them is different, how they communicate is different and their financial goals and dreams - while perhaps still developing - are different. It's not business as usual.

Tapping into their real-world experience, our panel of experts will provide insight into how to work with the next generation of investors, including:

* Who are millennial investors?
* What makes them different than Baby Boomers?
* How can advisers market to millennials?
* How much should advisers worry about the robo adviser movement?

Attendees may submit questions before and during this live event.

A free and invaluable resource.

  • Visit Website

  • Accepted by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.

October

Webcast

The keys to growing your practice and driving profitability

Thursday, October 2, 2014

Assets and revenues have increased across the industry over the last several years - but is your firm ahead or behind the curve? And ultimately, is your business as profitable and as valuable as it should be?

Find out in this exclusive webcast, where our panel of experts will reveal the key findings of the 2014 InvestmentNews Financial Performance Study, the industry's bellwether benchmarking report. Topics addressed during this live, interactive webcast include:

* Key industry growth rates for solo, ensemble and super ensemble firms
* The drivers of productivity, profitability and new business for the industry's top firms
* Steps for strategically investing in staffing, technology and marketing
* Best practices for structuring and distributing equity ownership

Attendees may submit questions before and during this live event.

A free and invaluable resource.

Webcast

Beyond Benchmarks: The New Rules of Fixed Income

Thursday, October 9, 2014

Are yesterday's investment strategies adequate for today's complex bond markets? Many advisers recognize the limitations of traditional benchmarks and are turning to more flexible, unconstrained approaches to help clients seek return - both now, and when rates eventually rise.

However, as unconstrained strategies become more popular, it is critical for advisers to understand the nuances of this fast-expanding sector. In this live, interactive investment strategies webcast, our panel of fixed income experts will specifically address:

* How unconstrained strategies can help target investor needs
* The different types of unconstrained strategies and their role in a diversified portfolio
* How to navigate unconstrained fund peer groups to help align funds with clients and prospects

Attendees may submit questions before and during this live event.

A free and invaluable resource.

  • Visit Website

  • Accepted by the CFP Board for 1 CE credit and by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.