Webcasts

Upcoming

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.

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

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 info_cecredits@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.