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 08, 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.

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.

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.

A Fintech Buyer’s Guide for Advisers

March 15, 2018

Are you ready to invest in technology? Heres everything you need to know before spending a dollar.

Many advisers have embraced the value of digital tools to improve their firm, and are ready to invest in new technology to continue their ascent. But with so many options available, how do independent firms get started?

Should you settle for a package from a custodian that may be cheaper, or build your own “perfect fit?” InvestmentNews has assembled a panel of advisers and consultants to talk through the process and share what experience has taught them so your firm can be confident it’s getting the most ROI with its new fintech investment.

The future of commercial real estate investing: How the investment ecosystem is being disrupted

January 23, 2018

Commercial real estate investing looks different now than it did a few years ago, and this year will bring even greater transformation.

A joint webcast with Pensions & Investments: The 2018 Retirement Plan Adviser Outlook

December 07, 2017

Institutional intelligence for the informed adviser: Strategies for accelerating the growth and development of your defined contribution plan business.

Accepted by IMCA for 1 CIMA/CIMC/CPWA CE credit. Accepted for 1 CFA Credit.

Investing for Impact: How ESG is changing the game

November 28, 2017

Over the past decade, the market for socially responsible and sustainable investing has evolved. From 2014 to 2016, total global assets in responsible investing strategies rose 25% to $22.9 trillion, according to a report from the Global Sustainable Investment Alliance. Today, environmental, social and governance investing—known as ESG— is creating diversification, returns and new client growth for savvy financial advisers.

But where are we and what’s next for this evolving sector? And how can advisers incorporate these cutting-edge strategies into their menu of offerings to appeal to existing clients and attract new ones?

Accepted for 1 CE Credit by the CFP Board. Accepted by IMCA for 1 CIMA/CIMC/CPWA CE credit. Accepted for 1 CFA Credit.

Elite RIAs: Drivers of current and future success

November 08, 2017

“Elite” RIA firms continue to grow at a rate that significantly outpaces the industry at large – and many elite firms are making short- and long-term investments designed to continue to accelerate their rapid growth.

Transitioning your business: Tips to make the process smoother

November 07, 2017

Making a change in firm or channel can be a substantial challenge in an adviser’s career. Being prepared by having all the information needed to make informed choices and decisions is vital, and too often advisers don’t know about this process.

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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