Webcasts

Upcoming

The New Era of Investment Management: What to Consider Now

September 15, 2016

With global changes in both the financial advice and investment management businesses, advisers need to be asking themselves critical questions about their business models and core strengths.

Should advisers handle investment management themselves? Should they choose outside professional managers? Should they combine both approaches? There are no easy answers, and in this exclusive video webcast, the findings of the latest InvestmentNews/Northern Trust research on investment management and investment outsourcing will reveal how advisers are approaching business challenges today and what you may wish to consider for your own practice.

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

Archives

Emerging Market Investing: 3 Areas to Watch Now

August 30, 2016

Emerging markets present compelling long-term prospects for clients' core EM allocations, but it is a mistake to assume all EMs offer the same investment potential.

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

What BREXIT means for your portfolio?

August 23, 2016

The United Kingdom's decision to leave the European Union, following the so-called Brexit referendum, was the latest test for the global economy and financial markets. Although the markets have rebounded after an initial selloff, investors should be prepared for continued uncertainty and volatility stemming from the Brexit vote. But clients who stay calm and carry on will be doing their portfolios a big favor.

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

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?

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

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. Accepted by IMCA for 1 CIMA®/CIMC®/CPWA® 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. Accepted by IMCA for 1 CIMA®/CIMC®/CPWA® 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.

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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 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.