Archived Events

September

Webcast

A New Look at Reverse Mortgages - An Emerging Retirement Income Tool

Tuesday, September 19, 2017

An advisor's biggest challenge today is often how to make income and assets last through an ever-lengthening retirement span. Strategic use of a reverse mortgage can deliver improved retirement cash flow and increased chances of portfolio survival in a long retirement, as demonstrated by research from The American College of Financial Services and other noted universities. Wondering how to take reverse mortgage concepts you've heard about and turn that knowledge into compliant strategies for your clients?

August

Webcast

An Adviser's Guide to Developing NextGen Talent

Tuesday, August 1, 2017

As the registered investment advisory business matures, it's clear we need to focus on a new generation of talent.



Research from InvestmentNews shows that firms of seven or more full-time individuals employing at least one NextGen adviser generated 33% more revenue than firms do not have a NextGen adviser. Clearly, firms are seeing a significant impact when they bring on NextGen talent.

Webcast

An Adviser's Guide to Developing NextGen Talent

Tuesday, August 1, 2017

As the registered investment advisory business matures, it's clear we need to focus on a new generation of talent.



Research from InvestmentNews shows that firms of seven or more full-time individuals employing at least one NextGen adviser generated 33% more revenue than firms do not have a NextGen adviser. Clearly, firms are seeing a significant impact when they bring on NextGen talent.

May

Conference

Spring Excell—Peak Advisor Alliance

Wednesday, May 31, 2017

Members of the InvestmentNews Research team will be presenting new adviser benchmarking data and providing strategies that can help accelerate the growth of your business. In this exclusive three-hour workshop, InvestmentNews will share:


  • Improving productivity, profitability and the client experience

  • Benchmarking fees and future growth opportunities

  • Measuring the effectiveness of your marketing and business development


  • Venue: ARIA Resort and Casino

    Location: Las Vegas, Nevada

    Conference E-mail:

    Visit Website

Webcast

Bridging generational gaps in financial advice: Connecting next-gen advisers with baby boomer clients

Tuesday, June 20, 2017

What does it take for a next-gen adviser to work with baby boomers? It takes an understanding of demographic traits, such as developing name recognition with clients and making sure they know an advisers background, including past work and the educational experiences that led them to where they are today.

Webcast

Emerging Market Debt: 5 Forces at Work

Tuesday, June 27, 2017

When it comes to emerging market debt, there are a series of forces that help you drive better results for your clients. In today's continually changing market environment, it is critical to know the forces at play to help keep your investment strategy a step ahead.

May

Webcast

M&A and Succession Strategies to Accelerate Growth

Tuesday, May 2, 2017

More advisory firms are exploring and executing mergers and acquisitions than ever before. Many firms are using M&A as a strategic means to accelerate the growth of their firms — and also to identify longer-term succession plans that can increase the overall enterprise value of a business.

Webcast

Active Isn't Dead: The Case for Refining Your Clients' Portfolios

Tuesday, May 23, 2017

There is a myth that active investment managers cannot outperform their benchmarks. But the death of active investing has been greatly exaggerated.



The economic climate in the past eight years has generally been conducive for U.S. market-cap weighted passive strategies. But if you look at all 28 of the asset class categories Morningstar tracks, the majority of active managers in 14 of those categories beat their indices over that time period.

Conference

Spring Excell—Peak Advisor Alliance

Wednesday, May 31, 2017

Members of the InvestmentNews Research team will be presenting new adviser benchmarking data and providing strategies that can help accelerate the growth of your business. In this exclusive three-hour workshop, InvestmentNews will share:


  • Improving productivity, profitability and the client experience

  • Benchmarking fees and future growth opportunities

  • Measuring the effectiveness of your marketing and business development


  • Venue: ARIA Resort and Casino

    Location: Las Vegas, Nevada

    Conference E-mail:

    Visit Website

April

Conference

2017 Icons & Innovators

Monday, April 3, 2017

On April 3rd, InvestmentNews will honor this year’s Icons and Innovators recipients at our inaugural Icon’s and Innovator’s Awards luncheon at the Essex House in NYC.



These awards recognize financial advisers and industry professionals in two capacities:


Icons: Those who have contributed profoundly and consistently to the success and advancement of the financial advice profession.


Innovators: Those who have conceived new ideas and tools that have propelled the industry forward.

Join John Bogle, founder of The Vanguard Group, and our other outstanding honorees, as they share their knowledge and insight and help us celebrate and honor their accomplishments.

  • Venue: JW Marriott Essex House

    Location: New York, NY

    Conference E-mail:

    Visit Website

Webcast

Fiduciary rule limbo: How advisors can adapt and deliver no matter where the fiduciary bar is set

Tuesday, April 4, 2017

Regardless of the uncertain fate of the Department of Labor's fiduciary rule and its provisions, many advisors are finding themselves under increasing pressure to meet a new level of client expectations and potentially answer some awkward questions. What should they say if asked about the rule and, perhaps more important, how should they be shaping their business to prepare for what may or may not come?

Conference

2017 Retirement Income Summit

Tuesday, April 25, 2017

InvestmentNews is pleased to celebrate 11 years of the Retirement Income Summit - the industry's premier retirement planning conference.


Much has changed - and much remains to be learned. Join us April 24-25 to discuss how the future is full of opportunity for the financial advice industry, and listen to leading experts debate what's in store for our economy, markets, and the state of retirement income.

  • Venue: Westin Chicago River North

    Location: Chicago, IL

    Conference E-mail:

    Visit Website

Webcast

Changing market, shifting fixed income strategies

Thursday, April 27, 2017

In today's rapidly evolving economic climate, optimizing fixed income portfolios can be highly complex. With the current rising rate environment and potential policy implications, changes in the bond markets may impact advisors as they search for fixed-income solutions that will build the best defense for their clients.



This exclusive Nationwide® webcast will provide timely insights and strategies about making the most of clients' bond investments in the 2017 macroeconomic environment and beyond.

March

Webcast

The new rules of adviser technology: Strategies for evolving your business

Tuesday, March 7, 2017

The financial advice business is being disrupted by technology, with many suggesting that the industry is approaching a critical inflection point: Advisory firms that do not actively evolve and embrace new technology and digital platforms are likely to lose market-share and miss out on many of the industry's most substantial growth opportunities.



Register for this exclusive webcast where InvestmentNews and industry experts will reveal, for the first time, the results of the 2017 Adviser Technology Study.

Conference

2017 Women to Watch

Wednesday, March 8, 2017

On March 8, InvestmentNews will honor this year’s Women to Watch Awards recipients and Deena Katz, winner of the Alexandra Armstrong Award, at our 2nd annual Women to Watch Awards luncheon at the Pierre Hotel in NYC.



This past March, we had a sellout crowd of over 300 of the who's who of the financial services industry to celebrate our 2015 award winners. This year, we expect the momentum to continue, and we could not be more pleased to celebrate with these women.

  • Venue: The Pierre Hotel

    Location: New York, NY

    Conference E-mail:

    Visit Website

Webcast

Knowledge-based investing: How to deliver alpha by leveraging those 'in the know'

Tuesday, March 21, 2017

Financial advisers are searching for unique ways to deliver strong returns to their clients. Today's rapidly evolving global economy, with its periods of volatility, require financial advisory firms to examine more than just a buy-and-hold strategy for success.



But what is knowledge-based investing and how can small cap stocks provide fertile ground for active managers to add value in clients' portfolios?



Join InvestmentNews for an exclusive webcast with HighMark Capital Management that will provide insights and tips on how to use knowledge-based investing strategies.

Webcast

Teaming: A strategy for success for the new adviser and a growing practice

Tuesday, March 28, 2017

Cold calling can be the make-or-break of any new adviser, and a lack of mentoring can leave potential talent on the sidelines. Teams that onboard these young recruits provide valuable benefits that help advisers meet the challenges of starting out, while at the same time giving them much- needed guidance. The recruit, meanwhile, helps grow the business.

January

Webcast

Financial Planning for Non-traditional Families

Tuesday, January 24, 2017

Your clients are evolving and your practice needs to evolve with them. There is no longer a "traditional" definition of the American family. Today's modern families defy categorization, but they do have one thing in common: they need your help with financial planning.



Non- traditional families face a variety of financial issues, including an impending "retirement crisis" because many have not saved enough to support themselves in retirement.

December

Webcast

Adviser Transitions 2017: The Outlook for Succession, Acquisitions and Revenue

Tuesday, December 6, 2016

Regulation aside, the advice business enters the New Year on the threshold of intense change. Several trends are emerging, including an uptick in advisers exiting the business and looking for viable succession plans, more advisers seeking acquisitions to offset tightening revenues and greater compliance requirements. The industry is also anticipating an ever-greater emphasis on fee-based practices, with all the changes in affiliation and business models that such a shift may entail.

  • Visit Website

  • Accepted for 1 CE Credit from the CFP Board. Pending by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Approved for 1 CFA Credit.

November

Webcast

Producers on the Fast Track: Taking Your Business to the Next Level

Tuesday, November 1, 2016

Advisors who have succeeded beyond the rookie stage may find themselves considering how to propel their business — and their career — forward.


In this exclusive, interactive webcast, our panel of expert speakers — including Tim Niemann, Principal, Advanced Training — Advanced Branch Team Performance at Edward Jones and two advisors who have expanded their businesses in recent years — will discuss ways in which advisors can take the next steps needed to achieve business success.

  • Visit Website

  • Approved for 1 IMCA CIMA®/CIMC®/CPWA® CE Credit. Approved for 1 CFA Credit.

Conference

2016 Women Adviser Summit

Thursday, November 10, 2016

The InvestmentNews Women Adviser Summit, a one-day workshop held in three cities, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.

  • Venue: The Fairmont San Francisco

    Location: San Francisco , CA

    Conference E-mail:

    Visit Website

Conference

2016 Alternative Investments Conference

Tuesday, November 15, 2016

It's time to look beyond the traditional. Attend the 6th annual Alternative Investments Conference and get the education you need on the latest alternative products and strategies.

  • Venue: JW Marriott

    Location: Miami, FL

    Conference E-mail:

    Visit Website

Webcast

How the Fiduciary Rule Will Re-Shape Business Models Across the Industry

Tuesday, November 15, 2016

The Department of Labor's fiduciary rule will re-shape the business and economic models of many financial advisors. In this exclusive webcast, InvestmentNews and Nationwide® will reveal the results of new industry research and highlight how advisors are likely to respond and evolve in a post-fiduciary-rule era.

  • Accepted for 1 CE Credit from the CFP Board. Accepted by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Approved for 1 CFA Credit.

Webcast

Helping Boomers and Aging Clients: Is Home the Best Place to Grow Old?

Tuesday, November 29, 2016

Choosing where to live in retirement and into advanced age seems like an easy decision but it may be more difficult than anticipated.



Dr. Sandra Timmermann, a nationally recognized financial gerontologist, discusses some of the housing, finance and care dilemmas clients face as they move along the age continuum or become incapacitated, and how financial professionals can help make the appropriate choices.

  • Accepted for 1 CE Credit from the CFP Board. Pending by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Approved for 1 CFA Credit.

October

Conference

Excell Fall 2016

Wednesday, October 5, 2016

InvestmentNews will be presenting results from the new 2016 Financial Performance Study during an exclusive pre-conference workshop at the Peak Excell conference on October 5, 2016.

Register now and you will receive a copy of the 2016 Financial Performance Study (a $499 value) before the conference. During this hands-on InvestmentNews workshop, we will walk through the findings and focus on: strategies for benchmarking your revenue mix, expenses – and overall profitability, new approaches to ignite business development and improve organic growth rates, techniques for increasing productivity and providing an improved client experience, M&A: When to buy and when to sell

  • Venue: CenturyLink Center, Hilton Omaha

    Location: Omaha, NE

    Conference E-mail:

    Visit Website

Webcast

Navigating a New Era of Retirement Plan Advice

Thursday, October 6, 2016

The needs of plan sponsors and retirement plan participants have changed dra-matically over the last year - and so too have the rules driving the type of support and services financial advisers provide to defined contribution plans.

Webcast

Boosting your bottom line: Keys to increasing your firm's revenue and profits

Tuesday, October 11, 2016

The industry's top firms have a clear formula fueling their success. Attend this exclusive webcast — where we will highlight key findings from the new 2016 InvestmentNews Financial Performance Study — and you will learn how leading advisory firms are growing their revenues, while also making strategic investments in their businesses.



In this live, interactive webcast, the InvestmentNews Research team and leading industry experts will provide you with important benchmarks for measuring your firm's success.

  • Visit Website

  • Approved for 1 IMCA CIMA®/CIMC®/CPWA® CE Credit. Approved for 1 CFA Credit.

Webcast

Becoming a Retirement Investment Expert: The 5 Essentials

Thursday, October 13, 2016

Being able to enjoy a comfortable retirement is the overwhelming reason why individuals invest and why they turn to professionals for advice. Yet fewer than 16% of advisors use personal retirement expertise, insight or specialized knowledge as part of their value proposition, and many advisors admit that they and their clients are stressed by the challenges that investing before, during and after retirement present.



In this exclusive webcast, our expert speakers will discuss the 5 key steps that lead not only to better retirement investment outcomes, but also a welcome "de-stressing" of portfolios and investors.

  • Visit Website

  • Approved for 1 IMCA CIMA®/CIMC®/CPWA® CE Credit. Approved for 1 CFA Credit. Accepted for 1 CE Credit from the CFP Board.

Conference

2016 Best Practices Awards and Workshop

Tuesday, October 18, 2016

The 4th annual Best Practices Awards and Workshop will take a deep dive into the 2016 Financial Performance Study of Advisory Firm results and identify the most elite firms of the industry.

  • Venue: New York Athletic Club

    Location: New York, NY

    Conference E-mail:

    Visit Website

Webcast

Beyond Low Vol: How Volatility Strategies Can Capture Returns in Sideways and Down Markets

Tuesday, October 18, 2016

Many advisors understand how managed-volatility and low-volatility strategies can reduce risk. But volatility strategies also can be used to deliver returns in sideways and down markets.



In this exclusive webcast, experts from LJM Funds will explain seven long-term volatility strategies, and the role they can play in your clients’ portfolios.



As the stock market hovers at record highs and bond yields bounce around near zero — and as anxiety rises about possible interest-rate hikes and equity market shocks &emdash; your clients may find value in using one or more of the volatility strategies that will be discussed and explained.

  • Visit Website

  • Approved for 1 IMCA CIMA®/CIMC®/CPWA® CE Credit. Approved for 1 CFA Credit. Accepted for 1 CE Credit from the CFP Board.

September

Webcast

The New Era of Investment Management: What to Consider Now

Thursday, September 15, 2016

With global changes in both the financial advice and investment management businesses, advisers need to be asking themselves critical questions about their business models and core strengths.



Should advisers handle investment management themselves? Should they choose outside professional managers? Should they combine both approaches? There are no easy answers, and in this exclusive video webcast, the findings of the latest InvestmentNews/Northern Trust research on investment management and investment outsourcing will reveal how advisers are approaching business challenges today and what you may wish to consider for your own practice.

  • Visit Website

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

Webcast

The Keys to Being an Elite RIA

Tuesday, September 20, 2016

While many advisory firms have seen their assets and revenue levels stall over the last 12-18 months, a handful of "Elite" firms have experienced rapid and accelerated growth.



In this exclusive, interactive webcast, InvestmentNews and BlackRock will highlight key findings from the 2016 Elite RIA Study and reveal the strategies driving some of the most successful firms in the industry.

  • Visit Website

  • Accepted for 1 CE Credit from the CFP Board. Accepted by IMCA for 1 CIMA/CIMC/CPWA.

Webcast

Financing the Advisory Deal: Success Stories in Acquisition, Succession and Recruiting

Tuesday, September 27, 2016

Whether it's acquiring another advisory firm or practice, implementing a succession plan into place or recruiting the advisers your firm needs to grow, adequate financing is a must. In this exclusive webcast, leading advisory firm managers will share their experiences in tackling these three challenges. They will provide insights into how making the right borrowing and financing decisions affected the outcome of their planning, and what steps advisory firms should consider when making plans in these areas.

  • Visit Website

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

Webcast

Diversifying with Alternative Investments

Thursday, September 29, 2016

Clients might talk with you regularly about asset class diversification, but they may not be as comfortable discussing the use of alternative investments to help enhance portfolio diversification.

  • Visit Website

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