Webcasts

Upcoming

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

December 06, 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.

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

Archives

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

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.

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

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.

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

November 01, 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.

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

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

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.

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

Becoming a Retirement Investment Expert: The 5 Essentials

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.

Join us for a practical discussion intended to provide advisors with useful insights that will increase their retirement expertise and professional success.

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

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

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.

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

Navigating a New Era of Retirement Plan Advice

October 06, 2016

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

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

Diversifying with Alternative Investments

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.

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

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

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.

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

The Keys to Being an Elite RIA

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.

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

Next Page »

Continuing Education Credits: For all webcasts approved for CE credit by the CFP Board, credit will be reported one week after the live event. For on-demand viewers, CE credit will be reported 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.

For all webcasts approved by IMCA for CIMA®/CIMC®/CPWA® CE credits, email info_cecredits@investmentnews.com for the IMCA program ID to self-report for CE credit. Program IDs will be provided up to 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.