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Bridging generational gaps in financial advice: Connecting next-gen advisers with baby boomer clients

June 20, 2017

What does it take for a next-gen adviser to work with baby boomers? It takes an understanding of demographic traits, such as developing name recognition with clients and making sure they know an advisers background, including past work and the educational experiences that led them to where they are today.

Active Isn't Dead: The Case for Refining Your Clients' Portfolios

May 23, 2017

There is a myth that active investment managers cannot outperform their benchmarks. But the death of active investing has been greatly exaggerated.

The economic climate in the past eight years has generally been conducive for U.S. market-cap weighted passive strategies. But if you look at all 28 of the asset class categories Morningstar tracks, the majority of active managers in 14 of those categories beat their indices over that time period.

M&A and Succession Strategies to Accelerate Growth

May 02, 2017

More advisory firms are exploring and executing mergers and acquisitions than ever before. Many firms are using M&A as a strategic means to accelerate the growth of their firms — and also to identify longer-term succession plans that can increase the overall enterprise value of a business.

Changing market, shifting fixed income strategies

April 27, 2017

In today's rapidly evolving economic climate, optimizing fixed income portfolios can be highly complex. With the current rising rate environment and potential policy implications, changes in the bond markets may impact advisors as they search for fixed-income solutions that will build the best defense for their clients.

This exclusive Nationwide® webcast will provide timely insights and strategies about making the most of clients' bond investments in the 2017 macroeconomic environment and beyond.

Fiduciary rule limbo: How advisors can adapt and deliver no matter where the fiduciary bar is set

April 04, 2017

Regardless of the uncertain fate of the Department of Labor's fiduciary rule and its provisions, many advisors are finding themselves under increasing pressure to meet a new level of client expectations and potentially answer some awkward questions. What should they say if asked about the rule and, perhaps more important, how should they be shaping their business to prepare for what may or may not come?

Join panelists assembled by DST for a candid roundtable discussion about the complexities and often competing priorities now facing advisory firms and advisors.

Teaming: A strategy for success for the new adviser and a growing practice

March 28, 2017

Cold calling can be the make-or-break of any new adviser, and a lack of mentoring can leave potential talent on the sidelines. Teams that onboard these young recruits provide valuable benefits that help advisers meet the challenges of starting out, while at the same time giving them much- needed guidance. The recruit, meanwhile, helps grow the business.

Knowledge-based investing: How to deliver alpha by leveraging those 'in the know'

March 21, 2017

Financial advisers are searching for unique ways to deliver strong returns to their clients. Today's rapidly evolving global economy, with its periods of volatility, require financial advisory firms to examine more than just a buy-and-hold strategy for success.

But what is knowledge-based investing and how can small cap stocks provide fertile ground for active managers to add value in clients' portfolios?

Join InvestmentNews for an exclusive webcast with HighMark Capital Management that will provide insights and tips on how to use knowledge-based investing strategies.

The new rules of adviser technology: Strategies for evolving your business

March 07, 2017

The financial advice business is being disrupted by technology, with many suggesting that the industry is approaching a critical inflection point: Advisory firms that do not actively evolve and embrace new technology and digital platforms are likely to lose market-share and miss out on many of the industry's most substantial growth opportunities.

Register for this exclusive webcast where InvestmentNews and industry experts will reveal, for the first time, the results of the 2017 Adviser Technology Study.

Financial Planning for Non-traditional Families

January 24, 2017

Your clients are evolving and your practice needs to evolve with them. There is no longer a "traditional" definition of the American family. Today's modern families defy categorization, but they do have one thing in common: they need your help with financial planning.

Non- traditional families face a variety of financial issues, including an impending "retirement crisis" because many have not saved enough to support themselves in retirement.

Adviser Transitions 2017: The Outlook for Succession, Acquisitions and Revenue

December 06, 2016

Regulation aside, the advice business enters the New Year on the threshold of intense change. Several trends are emerging, including an uptick in advisers exiting the business and looking for viable succession plans, more advisers seeking acquisitions to offset tightening revenues and greater compliance requirements. The industry is also anticipating an ever-greater emphasis on fee-based practices, with all the changes in affiliation and business models that such a shift may entail.

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

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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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