Webcasts

Upcoming

How cutting the expense drag on active management will benefit clients

August 25, 2015

Critics of active management often point to the lower costs of index and exchange–traded funds. But what most investors and many advisers don’t realize is that a wide variety of these costs are inherent in the mutual fund structure itself and that underperformance of some active strategies versus their passive rivals may be as much a direct result of these costs as any decisions around how the portfolio is managed.

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

Making the Most of Inheriting an Annuity

August 18, 2015

How are you going to help your clients maximize their inheritance when they are suddenly the beneficiary of a nonqualified deferred annuity or an IRA?

The truth is, there are several distribution options for non-spouse beneficiaries of these tax-deferred investments that many financial advisors are unaware of. So what are they, and how can you deliver the best strategy to your clients?

  • Accepted by the CFP Board for 1 CE credit.

Discovering the Hidden Potential of Life Insurance

August 13, 2015

Your high-income clients need protection, portfolio diversification, access to cash value, and another potential source of retirement income. But, would you ever think a life insurance product could solve all of those needs?

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

Archives

Global High Yield: Discovering a Critical "Third" Asset Class

July 28, 2015

In today's uncertain investment climate, it can be easy to lose perspective. Strategic thinking can help investors better mitigate risk and capitalize on opportunities that shorter-term mindsets may not see.

In fixed income, global high yield investments are a "third" type of asset class that can provide such strategic benefits. They are bonds that act more like equities and generate returns because of liquidity risk. Global high yield has not seen signs of poor liquidity since Dodd Frank regulation, despite general market concerns over market liquidity.

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

The Dangerous Game of Chasing Stability

July 14, 2015

In a desperate attempt to build a "safe" portfolio, investors and advisers think they have found safe havens in both fixed income and equity markets. But swapping one risk for another is not reducing risk. So what can you do to deliver exactly what your clients are clamoring for: high returns with low risk.

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

Wading Through The Sea of Liquid Alt Funds

July 07, 2015

This webcast will touch upon the rapid growth of liquid alt funds, dig into the universe of them to identify what’s what and give advisers concrete tips on how to wade through the sea of liquid alt funds to find the right fund for the right price.

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

Midyear Outlook: Positioning Your Portfolio for Global Opportunities

June 23, 2015

What are the effects of a strengthening U.S. dollar on worldwide companies and economies? Where does data show a more sustainable economic recovery is taking hold in Europe? Who are the winners and losers within emerging markets debt as their economic growth slows? Join a panel of T. Rowe Price investment professionals as they provide answers to these questions and more. This discussion will to help you determine the global diversification needed so you can position your portfolio for the rest of 2015.

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

How to robo-proof your practice

June 16, 2015

Advisers can’t get away from robo-advisers. Whether it’s stand-alone firms, platforms offered by custodians or other service providers, online or electronic investment platforms are everywhere. And they are attracting investors. But that doesn't mean that the days of face-to-face financial advice are numbered. In fact, top notch advisers are learning how to leverage robos to their advantage.

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

Are you an elite adviser?

June 09, 2015

There's only way to know if your firm is among the industry's elite - or on the right path to achieving elite status. Download the 2015 RIA Adviser Study today.

New industry research from InvestmentNews, in partnership with BlackRock, reveals how a select portion of the industry's top RIA firms have increased assets, clients and revenues at an accelerated rate. This webcast highlights the key reasons the industry's top RIA firms are thriving.

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

The Future of Retirement Plan Advice

June 03, 2015

As the universe of retirement plans expands – and becomes increasingly complex – InvestmentNews and Pensions & Investments are collaborating to host a live webinar that will educate financial advisers and consultants responsible for overseeing defined contribution plans.

Essential Ingredients for Unconstrained Investing

May 19, 2015

Between Fed policies and investors' demand for yield, bond prices have become inflated in recent years. As investors face high valuations and rising interest rates, they'll need advice on alternatives or complements to traditional fixed income investing.With that in mind, an unconstrained strategy may offer clients an attractive solution. The flexible approach is not tethered to a benchmark, which allows portfolio managers to roam across the fixed income universe to find the most promising investment opportunities.

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

How to Identify Opportunities in International Investing

May 12, 2015

If domestic stocks are surging, why is now such a critical time to be talking to clients about global markets? The truth is, Europe and Asia remain attractive investment opportunities and emerging markets are intriguing, but how can you create and deploy a global strategy that works in any market environment?

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

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

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.

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

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 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.