Solving the planning gap – Health care costs in retirement

July 24, 2018

For many clients, health care costs will be their largest expense in retirement. However, most do not—or do not know how to—accurately plan for these costs, widening the “planning gap” between how investors think and how financial advisors plan. Still, 78% expect their financial advisor to advise them on planning for these costs—presenting an opportunity for advisors to help them create a retirement income plan for health care costs in retirement.

Socially conscious investing through ETFs

July 10, 2018

In the overcrowded ETF space, exchange-traded funds that screen for environmental, social and governance factors are a real standout. Why? Because socially-conscious ETFs deliver more than market returns. They deliver on the principles-based investing strategies favored by female and millennial investors.

Join us for our one-hour video webcast, part of our the Innovators in Investing series, when InvestmentNews’ senior columnist John Waggoner sits down with industry thought leaders to discuss how socially-conscious investing through ETFs could re-shape your practice and boost your value proposition.

Understanding the economics of independence

June 28, 2018

As the RIA model continues to evolve, there are a growing number of opportunities for advisers to strategically manage their own businesses and improve their overall financial performance. This live, interactive webcast will specifically explore how the economics of the advice are changing – and how advisers can actively manage revenues and expenses to drive growth by leveraging the independent model.


Building an AI powered advisory business

June 14, 2018

Gartner predicts that through 2020, organizations using system design in new artificial intelligence projects will achieve long-term success four times more often than others. With the quick advancement of technology, a business future powered by intelligent data and predictive analytics becomes more real every day. Join this session where we will dissect a real business case and outline the key strategies of building a robo-ized business operation.

Advisor Marketing Makeover: Take your practice to the next level

June 07, 2018

For many advisors, building clients’ nest eggs is a strength. But building their own advisory business often is a struggle.

To be sure, developing and executing an effective business marketing program takes effort. And advisors often complain that marketing is not their strength and outside their comfort zone. Canned or plug-in programs can do some of the job, but a truly custom marketing program with personalized communications is what’s needed to effectively deepen relationships and drive engagement, loyalty and referrals.

Want to put excuses aside and make a change that will work? Join InvestmentNews and a marketing expert from Advisor Group for a special one-hour webcast to learn strategies and tips on how to improve marketing and take your practice to the next level.

Investing 2018: Volatility, income and what’s next

May 22, 2018

Markets are constantly evolving, but portfolio objectives — around income, growth and volatility — should not. With their nest egg fluctuating, your clients need you more than ever in 2018.

Accepted for 1 CE Credit by the CFP Board.

Where annuities fit in a fiduciary adviser’s practice

May 16, 2018

The uncertain status of the Department of Labor’s fiduciary rule has caused many advisers to wonder about where annuities fit in retirement planning. At the same time, clients are facing the challenge of ensuring that they have adequate retirement income. If their savings alone can’t provide a solution, where do they turn?

Accepted for 1 CE Credit by the CFP Board. Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.

Teaming up: How to expand your practice through partnerships

May 03, 2018

In an expanding market with rising costs and competitive pricing, it can be a struggle for registered investment advisers to compete.

Gone are the days of hanging a shingle and hoping for the best as you go it alone. So, what can firms like yours do to thrive and survive against larger players?

The key is to partner and team up with other small firms and recruit younger advisers to join you.

Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.

Cracking the Code: Making Sense of Alternative Investments

April 26, 2018

InvestmentNews Research estimates that $150 billion in alternative assets could be added to client portfolios among independent advisers over the next three years. Roughly 85% of all clients are now expressing interest in learning more about alternative strategies.

With this much interest, and more technology platforms eyeing this attractive market, what can advisers do to separate the wheat from the chafe? Learn how alternative investing could re-shape your practice and boost your value proposition.

Accepted for 1 CE Credit by the CFP Board. Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.

The how, when and where of managed accounts

April 17, 2018

With shrinking margins and the rise of robo-advice, financial advisers are searching for a solution that keeps them a step ahead. Investing has become more and more commoditized and advisers want something that can trim costs and still offer access to customizable asset management.

Join InvestmentNews and Gemini for this exclusive webcast where we will speak with executives, thought leaders and financial advisers about how managed accounts can impact your practice.

Accepted for 1 CE Credit by the CFP Board. Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.

Advice Alpha: Re-defining value – and success – for an advice-centric era

April 12, 2018

As investors and consumers become more empowered by technology, competition and pricing, the economics of advice and the business models supporting the delivery of advice must quickly evolve.

Importantly, the concept of success for both advisers and their clients is being re-defined.

New research from InvestmentNews and Cetera shows that success will be assigned to a range of considerations, notably intangible and emotional value, as well as predictive planning and effective engagement strategies. A move to more dynamic offerings and pricing will be required to maintain a vibrant and viable business – and ultimately shift from an adviser-centric to a truly advice-centric industry.

Why to Invest in China Now

March 27, 2018

Over the past several years, many U.S. equity investors have been hesitant to venture abroad. But international growth possibilities — particularly those in China — now may present a compelling opportunity.

Before making recommendations to their clients, advisers should know more about investing in China. In an exclusive webcast intended specifically for advisers, InvestmentNews and Matthews Asia — who has been investing in Asia for over 25 years — will explore the opportunities and challenges of investing in China now.

Where will the fates lead us in 2018: a path of inflation, growth or both?

March 20, 2018

FlexShares and InvestmentNews will look back at 2017 and what the implications of the market in early 2018 might have in store for the remainder of the year. A more in depth look into ESG innovations will also be explored, along with what we believe to be the differentiated themes that have emerged against the backdrop of the global economy.

Next Page »

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

Please contact us at info_cecredits@investmentnews.com if you have any questions.


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