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.
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.
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.
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.
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.
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.
October 24, 2017
A new survey conducted by InvestmentNews and Nationwide® has uncovered significant differences between investors’ and advisers’ perceived needs for income during retirement.
In this free replay webcast, specialists from InvestmentNews Research and the Nationwide Retirement Institute® highlight the specific sources of this “planning gap” – and offer strategies on how to educate clients about the need for longer-term planning.
October 03, 2017
Competition for established talent in the advice industry is at an all-time high — and the industry's top firms are using compensation and staffing strategies that will likely lead to both short- and long-term success.
In this exclusive webcast, InvestmentNews will present new research from the 2017 InvestmentNews Adviser Compensation & Staffing Study.
September 26, 2017
The advice industry is at a unique inflection point, as the way clients are investing has changed dramatically: Technology has evolved, access to innovative products has changed, and the active vs. passive debate continues to rage on. Advisers and their clients are caught right in the middle, setting the stage for a new adviser-client dynamic.
How will this impact advisers’ businesses and business models, as well as their portfolio construction strategies and capabilities?
September 19, 2017
An advisor's biggest challenge today is often how to make income and assets last through an ever-lengthening retirement span. Strategic use of a reverse mortgage can deliver improved retirement cash flow and increased chances of portfolio survival in a long retirement, as demonstrated by research from The American College of Financial Services and other noted universities. Wondering how to take reverse mortgage concepts you've heard about and turn that knowledge into compliant strategies for your clients?
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.
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