Upcoming Events

April

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

Webcast

The Future of ETFs: Changing the Landscape. Changing the Game.

Tuesday, April 28, 2015

As the popularity of ETFs continue to explode and the landscape evolves, advisers need information and intelligent insights to stay ahead of the competition. Understanding and differentiating among the growing array of alternative ETF strategies and how they can best address a client's needs is top of mind for advisers today. Whether your objective is long-term diversification, or shorter-term tactical positioning, liquid alternatives have an important role to play.

Attend this webcast and:

* Discover where the next big wave of growth in ETFs is coming from where are flows currently going

* Learn how index-based alternative investment solutions fit in an overall portfolio

* Discuss portfolio construction and adviser options to reduce overall portfolio risk


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.