March 20, 2012

The Coming Crisis in Long-term Care

Baby boomers fortunate enough to have escaped the financial and emotional costs of long-term care in connection with their aging parents are not out of the woods. Their own long-term care needs are likely to be staggering — and as our expert panelists will discuss, most boomers, and their advisers are ill prepared. This webcast will detail the problem, offer solutions and give advisers the necessary talking points to discuss this emotionally fraught topic with clients.

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

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March 13, 2012

Equity investing: How to see beyond the uncertainty

A Portfolio Manager Viewpoints webcast featuring Jim Kieffer of Artisan Partners

In volatile and uncertain markets, advisers are searching for ways to get many of their clients to re-connect with equities.

In this exclusive and interactive webcast, Jim Kieffer - Morningstar's top domestic equity manager of 2011 - will take questions directly from advisers about where, and how, he is investing for attractive long-term returns by utilizing a risk-aware investment approach.

* Accepted for 1 CE credit by the CFP Board.

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March 07, 2012

New Wave Prospecting for Advisers

Innovation in the world of online do-it-yourself financial advice is about to change the way advisers attract and retain new clients. Join our expert panelists as they explain how advisers can use the new tools to improve the efficiency of their business and grow by incorporating services they may have previously overlooked.

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February 28, 2012

Owner Compensation & Equity Trends

How do you compensate owners in your firm? Are you looking for opportunities to expand firm ownership?

This timely webcast will help you answer these questions as we focus on two important areas of ownership: owner compensation and equity trends.

Join Kelli Cruz, Director of Research & Consulting at IN Adviser Solutions, along with a panel of successful advisers, as they discuss the best approaches to compensating owners for the various roles they play in the firm and explore new equity trends data.

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February 14, 2012

Evolving Emerging Market Strategies

Portfolio Manager Viewpoints with John P. Calamos, Sr. of Calamos Investments

How financial advisers can access today's opportunities with lower volatility in emerging market portfolios.

Evolving trends have positioned the emerging markets to potentially fuel the entire world’s growth over the next decade. Allocating to emerging markets as a core part of the portfolio will likely be a key strategy for many advisers seeking to capitalize on opportunities in this rapidly changing world, according to John P. Calamos Sr.

Join Mr. Calamos in this live, interactive webcast as he discusses how advisers can access the growth opportunities their clients need - while also managing the risk in this space.

* Accepted for 1 CE credit by the CFP Board.

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February 10, 2012

Next Gen: Finding the Right Job in a Financial Advisory Firm

There are a number of different ways to begin a career in the financial planning business. Within any advisory firm, there are multiple people that support a firm's day-to-day business, while also contributing to a practice's - and its employees' - potential for long-term development and growth.

In this exclusive InvestmentNews 'Next Gen' webcast, held specifically for people looking to make an entry into the advice business, our experts will discuss how entry-level job-seekers can get a foot in the door in the advice business.

January 26, 2012

Demystifying High-yield Bonds in a Low-yield World

Portfolio Manager Viewpoints with Doug Forsyth of Allianz Global Investors Capital

High-yield bonds have been viewed by some advisers as either too risky or complex for their clients’ portfolios. But the asset class actually has a favorable risk-reward profile and advisers should be exploring opportunities in high-yield bonds — particularly in the current low-yield environment, according to Doug Forsyth, fund manager at Allianz Global Investors Capital.

In this exclusive interactive event, Mr. Forsyth, one of the top-performing high-yield bond managers in recent years, will detail where he sees the most total return potential and will take questions directly from financial advisers.

* Pending CE credit by the CFP board.

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January 17, 2012

Understanding the New World of State RIA Regulation

This spring will mark a significant expansion of state regulatory authority over RIAs. Join our team of experts for an in-depth exploration and explanation of what advisers must do to prepare — and succeed — in light of the coming changes.

* * Pending CE credit by the CFP board.

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January 12, 2012

Beyond the Headlines: A live video CIO roundtable

With global markets driven by news coming out of Europe and Washington D.C., financial advisers and their clients may be tempted to let headlines govern their investment decisions. But in 2012, the advisers who provide the most value to their clients will likely be those that go well beyond the headlines.

Where are some of the best opportunities - across all asset classes - to uncover value? In this interactive, live video webcast, four of the top CIOs in the investment management industry will offer their views on how to position your clients' portfolios for peak performance.

* * Accepted by the CFP board for 1 CE credit.

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December 13, 2011

Outlook 2012

Will the euro zone's problem affect the U.S.? Will corporate earnings continue to climb? Find out what's ahead for the equity and fixed income markets - and what advisers should be doing for their clients now.

* This program has been accepted by the CFP Board for 1 CE credit.

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