Upcoming Events

November

Webcast

Is Growth Ahead? A Stock Pickers Perspective

Tuesday, November 4, 2014

With interest rates and inflation likely to rise, the U.S. economy is at a crossroads. Advisers need to stay ahead of the curve to keep their clients safe. Find out about the sectors, industries and stock-picking strategies that have strong potential to benefit your clients.

This exclusive webcast will reveal:

* Hidden growth opportunities for the savvy adviser
* The stories behind each of these critical sector
* Trends that make the case for including an increasing slice of growth in your clients portfolios

By attending this webcast, you will also gain access to a variety of client-approved tools to help you facilitate conversations on this important topic.

  • Visit Website

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

Webcast

Capitalizing on volatile markets: Strategies for finding returns

Tuesday, November 11, 2014

With money in motion, advisers need a game plan. You need a strategy with an established track record and something that can empower your clients in volatile market conditions. It may be time for you to adopt a true stockpicker's approach.

But how can you make this approach work for you and your clients?

This exclusive webcast will reveal:

* Insightful case studies from an experienced stockpicker

* The story behind an under-appreciated sector

* The power of dividend investing

* The value of boutique investment firms

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.

Webcast

Why Wall Street veterans are going independent

Thursday, November 13, 2014

The shift to independence is in full swing as top wirehouse brokers continue to migrate to the independent model. But what's drawing advisers from Wall Street to Main Street?

Join InvestmentNews for a live, interactive webcast with CNBC correspondent Guy Adami, the chief market strategist for Private Advisor Group, as he reveals his thoughts on this trend to independence and interviews three advisers who have recently made the switch.

Topics to be discussed include:

* The key drivers for making the decision to go independent

* How to successfully outsource the role of compliance

* First hand feedback on the actual transition from the folks who have done it

* Best practices and more.

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.

Webcast

Demystifying China: What Matters?

Tuesday, November 18, 2014

The media is so full of stories about the impending collapse of China that it is hard to know what to worry about. Bursting of a housing bubble? Imploding wealth management products? Crashing stock market?

In this exclusive webcast, Matthews Asia's, Andy Rothman, Investment Strategist, share his views on the following:

* Entrepreneurs drive the Chinese economy, not state-owned firms

* China is not export-led

* China is already the world's best consumption story

* Slower growth is inevitable, but still faster than most and off a very big base

* With very low homeowner leverage and prices rising in line with income, there's no property 'bubble'

* There are no 'shadow' banks in China

* The longer-term risk is the absence of the rule of law and institutions which are trusted


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.