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Tuesday, September 21, 2010
Portfolio manager viewpoints: with John P. Calamos, Sr. of Calamos
How can you keep your clients invested in the stock market without subjecting their portfolios to constant threats of volatility? John P. Calamos, Sr., one of the top equity investors of the last 30 years, will offer his thoughts and tips for investing in low-volatility equity strategies during a live and exclusive webcast with InvestmentNews. He will also dive into how—and why—low-volatility equity strategies that incorporate convertible securities should be at the core of your clients’ equity allocation.
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Tuesday, July 20, 2010
Your clients want income. They’re more risk-averse than ever. And, they want tax relief. Knowledgeable advisers are using a variety of options strategies to meet these and other client concerns.
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Wednesday, September 15, 2010
Hundreds of advisory firms took part in this year’s benchmark study, which found that a select group of advisory firms prospered and grew in an extremely trying economic and market environment. Our panel of experts will provide highlights of the study, identify the characteristics of top-performing advisory businesses and suggest action steps that can improve any firm’s results.
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Tuesday, July 13, 2010
Reluctant to provide Finra with even a tweet of possible regulatory wrongdoing, most broker-dealers have prevented or strongly discourage reps from using social media. But, some marketing-oriented — and compliance-savvy — reps have successfully implemented social media programs to help build their business. Our panelists will explain how they did it and what you can do to meet the regulations while using these new tools.
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