Webcasts

Upcoming

Essential Ingredients for Unconstrained Investing

May 19, 2015

Between Fed policies and investors' demand for yield, bond prices have become inflated in recent years. As investors face high valuations and rising interest rates, they'll need advice on alternatives or complements to traditional fixed income investing.With that in mind, an unconstrained strategy may offer clients an attractive solution. The flexible approach is not tethered to a benchmark, which allows portfolio managers to roam across the fixed income universe to find the most promising investment opportunities.

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

How to Identify Opportunities in International Investing

May 12, 2015

If domestic stocks are surging, why is now such a critical time to be talking to clients about global markets? The truth is, Europe and Asia remain attractive investment opportunities and emerging markets are intriguing, but how can you create and deploy a global strategy that works in any market environment?

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

Archives

The Future of ETFs: Changing the Landscape. Changing the Game.

April 28, 2015

As the popularity of ETFs continue to explode and the landscape evolves, advisers need information and intelligent insights to stay ahead of the competition. Understanding and differentiating among the growing array of alternative ETF strategies and how they can best address a client's needs is top of mind for advisers today. Whether your objective is long-term diversification, or shorter-term tactical positioning, liquid alternatives have an important role to play.

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

Income diversification: The new rules of risk and reward

April 21, 2015

Faced with low yields, financial advisers have broadened allocations into a wide range of both equity and fixed income sectors. But will this shift toward greater risk and reward endure as the Fed and US economy normalize, or will investors return to a traditional and more conservative view of the bond markets as a low volatility counterpoint to stocks?

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

The Bottom Line on Interest Rates: Discovering Overlooked Opportunities for Returns

April 14, 2015

Many advisers and their clients tend to underestimate the impact that the looming changes in interest rates can have on the values of different companies and ultimately the performance of their stocks. Not all companies are created equal, however, and advisers are often overlooking some fundamental drivers of out-performance.

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

Point-Counterpoint: Active vs. Passive

April 07, 2015

Since the financial crisis, passive investments have become the go-to choice for droves of people who have bought into the argument that beating the market is impossible. Nonetheless, active managers still manage billions of dollars and continue to pitch their value. This year, with equities entering the seventh year of a bull market and interest rates poised to rise, putting an end to an over-extended rally in bonds, could be the year that puts active managers back on the map. Or not.

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

Selectivity: Uncovering Opportunities in Global Fixed Income

March 31, 2015

Several years of strong performance have made it harder to find value in fixed income. And recently, a stronger dollar has weighed on international bond returns, raising doubts about the benefits of global diversification. With central bank policy diverging and volatility rising, now is not the time to abandon a globally diversified approach to fixed income. But greater selectivity will be required. Join a conversation with Ted Wiese, Head of the Fixed Income Division at T. Rowe Price, and Jim Cronin, the firm's Head of USIS Financial Advisors-Broker/Dealer, as they answer questions on the minds of financial advisors and share their views on what lies ahead in this challenging fixed income environment.

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

Using technology to drive productivity and profitability

March 24, 2015

InvestmentNews Research and our panel of industry experts will highlight the latest trends in technology spending and implementation - and ultimately how top firms are generating exceptional returns on their technology investments.

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

Emerging Markets: Opportunities in 2015 and Beyond

March 10, 2015

As investors continue to flock to equities, savvy advisers are searching for new sectors. With that in mind, what does the future hold for emerging markets?

Join InvestmentNews for a conversation with Gary Greenberg, the portfolio manager of the Calvert Emerging Markets Equity Fund, and Bennett Freeman, Calvert's senior vice president of sustainability research and policy, to gain perspectives on the current state of emerging markets and how to position yourself for the road ahead.

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

Social Security Bootcamp: The retirement income puzzle

March 03, 2015

Social Security represents one piece of the retirement puzzle. The decision of when and how to claim Social Security needs to fit into clients' larger retirement income plan.

This webcast, with InvestmentNews contributing editor and resident Social Security expert Mary Beth Franklin, will cover how to fit Social Security claiming into the broader retirement income discussion. She will discuss the ramifications of tapping qualified retirement accounts before claiming Social Security.

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

Behavioral finance: Why do investors make the wrong moves at the wrong times?

February 05, 2015

Advisers constantly deal with a baffling set of paradoxes from clients: They want safety and growth, but constantly try to beat the market and are quick to look for answers when portfolios underperform. They call themselves buy-and-hold investors, but rely on their adviser when volatility spikes and they want in or out.

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

Advisers on the Move: What to know before you go

January 20, 2015

With thousands of advisers expected to change firms in 2015, there are more options than ever to consider when evaluating a transition. To make a truly informed decision that will advance your career - and the best interests of your clients - InvestmentNews is holding an exclusive webcast that will dive deep into the most important changes and developments in the adviser landscape.

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

Next Page »

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.