Upcoming Events

April

Webcast

Point-Counterpoint: Active vs. Passive

Tuesday, April 7, 2015

Since the financial crisis, passive investments have become the go-to choice for droves of people who have bought into the argument that beating the market is impossible. Nonetheless, active managers still manage billions of dollars and continue to pitch their value. This year, with equities entering the seventh year of a bull market and interest rates poised to rise, putting an end to an over-extended rally in bonds, could be the year that puts active managers back on the map. Or not.

This webcast will cover the pros and cons of each approach, the performance numbers and the outlook.

Our panel will consider the following questions:

* Why has passive investing become so popular?

* What's happened to active investing?

* What are the pros and cons of each approach?

* Will passive or active shine this year?

* How should advisers evaluate each approach?

* How can advisers build a solid portfolio using both active and passive?

Attendees may submit questions before and during this live event.

Register now for this free and invaluable webcast. 

  • Visit Website

  • Accepted by the CFP Board for 1 CE credit

Webcast

The Bottom Line on Interest Rates: Discovering Overlooked Opportunities for Returns

Tuesday, April 14, 2015

Many advisers and their clients tend to underestimate the impact that the looming changes in interest rates can have on the values of different companies and ultimately the performance of their stocks. Not all companies are created equal, however, and advisers are often overlooking some fundamental drivers of outperformance.

While falling rates last year provided a boost to many domestic equities, the benefits were not distributed evenly and a clear trend emerged among the top-performers. In this exclusive webcast, Ariel Investments Charles Bobrinskoy (Vice Chairman and Head of Investment Group) and InvestmentNews will examine:

* Why advisers often miss some great stock opportunities
* How falling rates tend to help companies with weak balance sheets
* How interest rates will impact stock valuations in 2015 and beyond
* What advisers can do to separate the wheat from the chaff

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

Webcast

Income diversification: The new rules of risk and reward

Tuesday, April 21, 2015

Faced with low yields, financial advisers have broadened allocations into a wide range of both equity and fixed income sectors. But will this shift toward greater risk and reward endure as the Fed and US economy normalize, or will investors return to a traditional and more conservative view of the bond markets as a low volatility counterpoint to stocks?

In this exclusive webcast, our panel of experts will take your questions and provide their views on the changing economic landscape and the net impact on your ability to help clients generate income.

Specifically, this live webcast will address:

* Why there is potential for significant change in the bond markets - and in retail investors' view of fixed income in general

* The five truths every advisers and bond investor should hear

* How advisers can explore non-traditional income sources without over-exposing clients to additional portfolio risks

* How advisers can prepare their clients for more volatile swings in both fixed income and equity income sectors

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