Help your married clients generate lifetime income (with fewer compromises)

August 16, 2016

When it comes to finances or taking out the trash, married couples often make compromises. But sometimes the biggest compromise comes when it is time to plan their retirement.

Your clients may have to surrender flexibility, for example, to generate the retirement income they want. But what if you could remove some of the tough compromises married clients may face when planning a retirement strategy?

Next Steps: How to Keep Your Practice a Step Ahead of Fiduciary Regulation

July 28, 2016

With the Department of Labor and the SEC fiduciary standards on the horizon, the ways financial advisers need to adjust to a regulatory landscape is changing rapidly. Your clients, your business and your future hang in the balance as the industry braces for the most game-changing legislation since the Investment Advisor Act of 1940.

Good practices are staying abreast, but great practices are finding a way to stay ahead of the pack.

  • Accepted by the CFP Board for 1 CE credit.

What This Election Means for the Economy and Your Investors

July 26, 2016

Election frenzy has already begun. In the months leading to November, you may need to prepare investors for market volatility and find ways to help clients stay disciplined through a tumultuous political climate.

Join InvestmentNews and Nationwide® for an exclusive webcast to examine how elections have impacted the economy and markets in the past — and to discuss how leadership changes ahead could affect the economy and investors of today.

  • Accepted by the CFP Board for 1 CE credit.


The Power of 3: Help Protect, Participate and Personalize Your Clients' Retirement Assets

July 19, 2016

When it comes to saving for retirement in volatile market conditions, clients face a tough question: Should I stay or should I go? Many investors shy away from investing when conditions are rocky.

Performance usually lags behind the markets because investors think with their heart instead of their head. With most clients worried about volatility, it is important to help them protect and grow at the same time, but how?

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

Five Tech Innovations Advisers Can't Afford to Ignore

July 12, 2016

The wealth management industry is changing fast, but technology is changing faster.

Advisers can't afford to drop the ball now. In a world of constant digital evolution, financial professionals should keep an eye on five innovations that have hit - and are now sticking to - the wealth management industry.

  • Accepted by IMCA for 1 CIMA/CIMC/CPWA CE credit.

Surviving Chinese Volatility: Why Understanding China Matters

June 21, 2016

China faces many challenges, from high levels of corporate debt and new home inventories to "zombie" state-owned companies and capital outflows. Will these challenges result in a hard landing, or will they contribute to gradual slower growth and greater volatility?

These are important questions for investors because China accounts for about one-third of global growth, a larger share than the US, Europe and Japan combined.

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

Eliminating 5 Roadblocks to Your Firm’s Productivity

June 16, 2016

While each advisory firm is unique, most face similar operational challenges in providing high-quality service. In fact, these challenges often present themselves as five roadblocks that impede firms from maximizing their productivity and expanding their reach.

In this exclusive webcast, our panel of experts will identify five common operational roadblocks and explain how firms of different sizes and used technology to eliminate the problem and bring efficiency to their business. The experts also will explain how modern, adviser-focused enterprise content management (ECM) tools are helping firms become more productive.

How to Build a Great Retirement Strategy for Married Clients

June 07, 2016

When it comes to saving for retirement, your married clients face a lot of unique challenges. As a financial professional, you can help take some of the worry out of planning and alleviate a few hurdles when it comes to helping them select the right retirement strategy.

But how can you provide your clients with two-for-the-price of one guaranteed income that won't disinherit a spouse while offering a potentially better value for them and more clients for you?

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

How the DOL Fiduciary Rule Could Reshape the ETF Game

May 24, 2016

Exchange-traded funds are among the big winners in the wake of the Department of Labor's new fiduciary standard because of their low cost and their transparency. Could this mean a surge in assets or a new variety of products will enter the market?

Financial advisers, especially those that work within retirement plans, will need to stay a step ahead of this trend in order to remain both compliant and growing.

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

Social Security Bootcamp: How to Maximize Social Security Now

May 17, 2016

Social Security represents one piece of the retirement puzzle. The decision of when and how to claim Social Security needs to fit into clients larger retirement income plan.

This webcast, with InvestmentNews contributing editor and resident Social Security expert Mary Beth Franklin, will cover how Social Security is claiming rules are changing. As a result of the Bipartisan Budget Act of 2015, retirees will no longer be able to file and suspend their Social Security benefits in order to trigger benefits for a spouse or dependent child while their own retirement benefits continue to grow. Learn what you can still do to help your clients maximize their Social Security benefits.

In addition, she will cover:

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

Advisers, Should You Stay or Should You Go?

May 10, 2016

What to Do When Your Business Reaches a Plateau

Sometime in their careers, advisers may feel stalled. Revenue and earnings may be growing slowly or not at all, the daily grind prevents getting out and meeting people - the reason most advisers chose the business in the first place - and little or nothing in the current work environment seems to be changing for the better.

At those times, advisers may think about switching firms. In this exclusive webcast, a team of experts will review the wide range of options now available to advisers considering a move. Key topics to be discussed include:

  • Accepted by IMCA for 1 CIMA/CIMC/CPWA CE credit.

The New Rules for Retirement Plan Advice

April 28, 2016

With legislative and regulatory changes looming large, considerable changes are about to impact the world of retirement plan advisers.

To ensure they are delivering top-notch services, retirement plan advisers will be focusing more time and resources on evaluating the overall design of the plans they support, along with the investment line-up and QDIAs offered.

In this live, interactive webcast, we will specifically identify the most important areas of emphasis for plan advisers in 2016, including:

  • Accepted by IMCA for 1 CIMA/CIMC/CPWA CE credit.

The Next Generation of Referrals

April 26, 2016

For years, referrals have been the lifeline of new business for financial advisory firms. But some new non-traditional business development strategies and emerging roles within advisory firms are helping to accelerate the number of referrals and new clients an adviser can add to their business.

This webcast will specifically focus on these next generation referral and business development strategies, and will highlight research from several recent InvestmentNews studies and surveys.

  • Accepted by IMCA for 1 CIMA/CIMC/CPWA CE credit.

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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 aschnitta@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.