February 28, 2012

Owner Compensation & Equity Trends

How do you compensate owners in your firm? Are you looking for opportunities to expand firm ownership?

This timely webcast will help you answer these questions as we focus on two important areas of ownership: owner compensation and equity trends.

Join Kelli Cruz, Director of Research & Consulting at IN Adviser Solutions, along with a panel of successful advisers, as they discuss the best approaches to compensating owners for the various roles they play in the firm and explore new equity trends data.

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February 14, 2012

Evolving Emerging Market Strategies

Portfolio Manager Viewpoints with John P. Calamos, Sr. of Calamos Investments

How financial advisers can access today's opportunities with lower volatility in emerging market portfolios.

Evolving trends have positioned the emerging markets to potentially fuel the entire world’s growth over the next decade. Allocating to emerging markets as a core part of the portfolio will likely be a key strategy for many advisers seeking to capitalize on opportunities in this rapidly changing world, according to John P. Calamos Sr.

Join Mr. Calamos in this live, interactive webcast as he discusses how advisers can access the growth opportunities their clients need - while also managing the risk in this space.

* Accepted for 1 CE credit by the CFP Board.

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February 10, 2012

Next Gen: Finding the Right Job in a Financial Advisory Firm

There are a number of different ways to begin a career in the financial planning business. Within any advisory firm, there are multiple people that support a firm’s day-to-day business, while also contributing to a practice’s – and its employees’ – potential for long-term development and growth.

In this exclusive InvestmentNews ‘Next Gen’ webcast, held specifically for people looking to make an entry into the advice business, our experts will discuss how entry-level job-seekers can get a foot in the door in the advice business.

January 26, 2012

Demystifying High-yield Bonds in a Low-yield World

Portfolio Manager Viewpoints with Doug Forsyth of Allianz Global Investors Capital

High-yield bonds have been viewed by some advisers as either too risky or complex for their clients’ portfolios. But the asset class actually has a favorable risk-reward profile and advisers should be exploring opportunities in high-yield bonds — particularly in the current low-yield environment, according to Doug Forsyth, fund manager at Allianz Global Investors Capital.

In this exclusive interactive event, Mr. Forsyth, one of the top-performing high-yield bond managers in recent years, will detail where he sees the most total return potential and will take questions directly from financial advisers.

* Pending CE credit by the CFP board.

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January 17, 2012

Understanding the New World of State RIA Regulation

This spring will mark a significant expansion of state regulatory authority over RIAs. Join our team of experts for an in-depth exploration and explanation of what advisers must do to prepare — and succeed — in light of the coming changes.

* * Pending CE credit by the CFP board.

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January 12, 2012

Beyond the Headlines: A live video CIO roundtable

With global markets driven by news coming out of Europe and Washington D.C., financial advisers and their clients may be tempted to let headlines govern their investment decisions. But in 2012, the advisers who provide the most value to their clients will likely be those that go well beyond the headlines.

Where are some of the best opportunities - across all asset classes - to uncover value? In this interactive, live video webcast, four of the top CIOs in the investment management industry will offer their views on how to position your clients' portfolios for peak performance.

* * Accepted by the CFP board for 1 CE credit.

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December 13, 2011

Outlook 2012

Will the euro zone’s problem affect the U.S.? Will corporate earnings continue to climb? Find out what’s ahead for the equity and fixed income markets — and what advisers should be doing for their clients now.

* This program has been accepted by the CFP Board for 1 CE credit.

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December 08, 2011

Why Diversification is Alive and Well: A Multi-factor Investment Approach

Portfolio manager viewpoints.

With global markets governed by volatility and uncertainty, advisers can no longer simply urge clients to just "stay the course".

More sophisticated and thoughtful approaches to asset allocation and diversification will be the key to effectively managing through market conditions moving forward. In this exclusive webcast, investment professionals from Russell Investments and Axioma, a leader in risk analytics, will address why U.S. equity allocations have evolved - and how advisers can position their clients' portfolios.

* Accepted by the CFP board 1 CE credit.

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November 30, 2011

Liquid Alternatives: Non-correlation in a 1940 Act Structure

Portfolio manager viewpoints.

Alternative investment strategies are becoming increasingly accessible to financial advisers and their clients.

While once quite limited in their availability, and offered, for the most part, to institutional investors and the wealthiest individuals and family offices, they are now being distributed more widely in the form of a mutual fund. Opportunities for advisers and their clients are growing in ways that potentially offer new sources of portfolio diversification and less correlated returns.

As the number of alternatives in a '40 Act structure continues to grow, wealth managers should understand how these products and strategies complement their more traditional holdings and may contribute more robust client portfolios.

In this interactive webcast, a panel of investment experts will discuss how certain types of alternative investments, including managed futures, function and can help diversify clients’ portfolios.

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November 15, 2011

Finding Growth in a Global Recovery
Featuring Nick P. Calamos of Calamos Investments

Portfolio manager viewpoints with Nick P. Calamos, CFA, President of Investments and Co-Chief Investment Officer of Calamos Investments.


Global market volatility has defined a number of new investing challenges for financial advisers but growth opportunities persist. Nick Calamos will share his approach to sourcing global growth opportunities and risk management strategies in this interactive webcast for advisers.

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