Webcasts

Upcoming

Using Managed Futures to Navigate Market Turbulence

February 23, 2016

With 2016 off to a volatile start, many advisers and their clients are looking for ways to diversify portfolios that often become increasingly correlated during times of stress. Managed futures may be a tool to provide that much sought diversification.

This live, interactive webcast will discuss how advisers may use managed futures to meet client needs and provide portfolio ballast when equity, fixed-income and currency markets are in turmoil. We will examine:

  • Accepted by the CFP Board for 1 CE credit.

Countdown to April 15: Tax-Saving Steps Clients Can Take Now and Through 2016

February 09, 2016

There’s not much your clients still can do to minimize their 2015 income taxes — or is there? In this exclusive webcast, our panel of experienced accountant/advisors will reveal some of the last-minute actions that investors can take to make the tax bite less painful. They also will discusses the steps you and your clients should consider to make 2016 a year in which investors will keep more of their money.

  • Pending CE Credit.

Archives

Countdown to April 15: Tax-Saving Steps Clients Can Take Now and Through 2016

February 09, 2016

There’s not much your clients still can do to minimize their 2015 income taxes — or is there? In this exclusive webcast, our panel of experienced accountant/advisors will reveal some of the last-minute actions that investors can take to make the tax bite less painful. They also will discusses the steps you and your clients should consider to make 2016 a year in which investors will keep more of their money.

  • Pending CE Credit.

The Rise of the Digital Adviser

January 26, 2016

The growth of robo firms has captured everyone’s attention. But the power of digital technology to transform the financial advice business is not just about the entry of new and different competitors — it’s about the ways traditional firms can grow and prosper when they use technology strategically.

This live, interactive webcast will discuss how advisers can leverage technology to improve productivity, efficiency and safety, as well as enhance the client experience. We will examine:

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

The Rise of NextGen Advisers

January 12, 2016

Much has been written about the need for advisory firms to add 'NextGen' advisers to help stem a potential long-term industry talent shortage - and ultimately build a bridge to the next generation of clients and investors.

However, new research from InvestmentNews shows that an increasing number of firms are looking to add NextGen advisers in 2016. There is a significant short-term impact when firms bring NextGen talent into their organizations. Most notably, firms that have NextGen advisers appear to be growing faster than firms that do not - and are ultimately more successful in increasing revenues and improving profitability. This exclusively webcast will:

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

Outlook 2016: Global Opportunities During a Time of Volatility

December 10, 2015

Volatility creates uncertainty, but can also present opportunities. As you prepare for the year ahead, what can you do to embrace the environment and position portfolios for upcoming conditions?

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

The Bottom Line on Fees

December 08, 2015

Based on data collected through the InvestmentNews Financial Performance Study of Advisory Firms and Adviser Compensation & Staffing Study, this webcast will examine the impact of fee structure and pricing on overall revenues and profitability. The webcast will provide relevant fee benchmarks for various firm sizes, firm types and business models, in addition to strategies for creating a fee structure that can increase and optimize the overall value of an advisory firm.

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

Developing a strategy for your next generation

December 01, 2015

Advisers who are focused on the long-term, strategic development of their businesses should all be asking themselves an important question: How will my firm connect with our next generation of clients?

With an estimated $30 trillion in wealth expected to transfer to Gen X and Gen Y over the next several decades, developing a next generation of talent within your practice is no longer a novelty it is a necessity.

Join this live, interactive webcast and learn more about how you can identify and develop your firms next generation of advisers.

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

How to "Insure" Married Clients Get the Most Out of Retirement

November 18, 2015

Clients often have to trade off flexibility in order to generate the income they need in retirement. This is especially true for married clients who must make difficult decisions today that may limit their ability to adapt to their needs in the future.

But, what if you could offer a solution that would provide married clients with guaranteed lifetime income, but also provide them with fewer compromises?

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

The Retirement Plan Adviser Outlook

November 17, 2015

The investment and regulatory issues that are re- shaping defined contribution plan advice.

An exclusive webcast presented by InvestmentNews and Pensions & Investments.

A constantly evolving regulatory environment and investment landscape are re-defining the rules for advising defined contribution plans. With the delivery of financial advice to retirement plans and accounts at the center of intensified discussions surrounding a universal fiduciary standard, even more change is on the horizon for financial advisers in 2016.

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

Tax Planning in 2015: More important than ever

November 10, 2015

With 2015 shaping up to be a down — at best flat — year for stocks and another year of low interest rates, tax planning is more important than ever. Opportunities to harvest losses and lay the groundwork for 2016 are at hand.

On this webcast, our panel will discuss what steps advisers should be taking now to prepare clients — and their portfolios — for tax season. From stocks to mutual funds to ETFs, both in traditional asset classes and alternatives, we'll cover it.

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

How to Get More from Your Variable Annuities

November 03, 2015

Many financial professionals, and the investors they serve, are already using annuities for accumulating and distributing retirement assets, but are you getting the most out of these annuities?

The truth is, many advisers miss out on some of the biggest tax benefits of these investment products (and some advisers aren't familiar with annuities at all.)

So, what are these benefits and how can you leverage them?

Join InvestmentNews for a conversation on this critical issue.

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