Webcasts

Upcoming

Talking tax: Year-end advice from 529 experts

December 16, 2014

529 plans offer meaningful tax benefits and powerful estate planning advantages, yet remain overlooked as a practice-builder. With precious weeks left until year-end, there is still time to reach out to clients with value-added tax tips.

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

6 Steps to a Better Brand

December 11, 2014

After making the decision to go independent, one of the biggest challenges facing advisers is how to successfully build a brand to attract and retain the best clients. Creating a marketing plan, developing consistent referrals and establishing a strong presence in your market is difficult. Successful advisers are employing some simple strategies every day to stay a step ahead.

A deeper dive into Social Security claiming strategies: Mary Beth answers your questions

December 09, 2014

InvestmentNews' resident expert on Social Security, Mary Beth Franklin, will provide an overview of Social Security claiming strategies for married couples, same sex couples, divorcees, singles and survivors. She will then turn the floor over to the audience and open the webcast up to a live Q&A.

  • Accepted by the CFP Board for 1 CE credit.

The Maturing Credit Cycle - Keeping Your Clients Ahead of the Curve

December 03, 2014

Several years into the credit cycle, most of the low-hanging fruit has been harvested. Help your clients stay ahead of the curve during the maturing credit cycle through opportunities in the non-investment grade market.

Fixed Income: What to Do When Nothing Is Cheap

November 20, 2014

Finding value today for your fixed income portfolio can be challenging. Despite a recent bout of volatility, valuations generally remain rich and interest rates seem to be at unsustainably low levels. Opportunities appear limited, and divergent global growth and monetary policy paths may force this trend to continue.

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

Archives

Fixed Income: What to Do When Nothing Is Cheap

November 20, 2014

Finding value today for your fixed income portfolio can be challenging. Despite a recent bout of volatility, valuations generally remain rich and interest rates seem to be at unsustainably low levels. Opportunities appear limited, and divergent global growth and monetary policy paths may force this trend to continue.

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

Demystifying China: What Matters?

November 18, 2014

The media is so full of stories about the impending collapse of China that it is hard to know what to worry about. Bursting of a housing bubble? Imploding wealth management products? Crashing stock market?

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

Why Wall Street veterans are going independent

November 13, 2014

The shift to independence is in full swing as top wirehouse brokers continue to migrate to the independent model. But what's drawing advisers from Wall Street to Main Street? Join InvestmentNews for a live, interactive webcast with CNBC correspondent Guy Adami, the chief market strategist for Private Advisor Group, as he reveals his thoughts on this trend to independence and interviews three advisers who have recently made the switch.

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

Capitalizing on Volatile Markets: Inside an Equity Manager's Playbook

November 11, 2014

With money in motion, advisers need a game plan. You need a strategy with an established track record and something that can empower your clients in volatile market conditions. It may be time for you to adopt a true stockpicker's approach.

But how can you make this approach work for you and your clients?

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

Is Growth Ahead? A Stock Pickers Perspective

November 04, 2014

With interest rates and inflation likely to rise, the U.S. economy is at a crossroads. Advisers need to stay ahead of the curve to keep their clients safe. Find out about the sectors, industries and stock-picking strategies that have strong potential to benefit your clients.

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

Help Provide A Comfortable Retirement

October 30, 2014

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

How best to serve successful female clients

October 21, 2014

As women continue to rise up the professional ranks and take on a larger role in managing household wealth, financial advisers seeking to serve this growing market must understand their unique needs.

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

Beyond Benchmarks: The New Rules of Fixed Income

October 09, 2014

Are yesterday's investment strategies adequate for today's complex bond markets? Many advisers recognize the limitations of traditional benchmarks and are turning to more flexible, unconstrained approaches to help clients seek return - both now, and when rates eventually rise. However, as unconstrained strategies become more popular, it is critical for advisers to understand the nuances of this fast-expanding sector.

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

Best Practices for NextGen: How to land a job in the advice business

October 07, 2014

With more advisory firms focused on adding NextGen talent to their business, making a good first and last impression is more important than ever.

What are the best ways to position and market yourself to find an opening whether its full-time, part- time or an internship in the financial advice industry? Find out in this exclusive InvestmentNews NextGen webcast, which will focus on the dos and don'ts for any individuals looking to land a job in the financial advice industry.

The keys to growing your practice and driving profitability

October 02, 2014

Find out in this exclusive webcast, where our panel of experts will reveal the key findings of the 2014 InvestmentNews Financial Performance Study, the industry's bellwether benchmarking report.

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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 azimmerman@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.