Webcasts

Upcoming

Leveraging the power of social media for client referrals

May 13, 2014

All the experts will tell you that you need to be on social media - LinkedIn, Facebook, Twitter and Google+ - and that it takes time to squeeze value out of having a presence on these networks. This webcast will cut to the chase and unlock ways advisers can leverage social media to drive client referrals, the lifeblood of top performing advisory firms. In addition, the panel will look at just how social media fits into a broader marketing plan, how to combine traditional methods with social media and what to expect along the way.

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Women and Investing: Attracting and Retaining Female Clients

April 22, 2014

As female investors control more household wealth and are poised to inherit new assets, they are becoming an even more desirable set of clients for financial advisers to reach. Serving those female investors successfully requires understanding their unique needs.

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

Finding Growth: Powerful Trends for Profit Hunters

April 08, 2014

Help your clients benefit from some of the most interesting growth opportunities and learn what the driving forces behind them are. James D. Hamel, CFA and lead portfolio manager for the Artisan Global Opportunities Fund, reveals some key trends he believes to be powerful sources of profit acceleration.

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

Getting the most out of Social Security: The many uses of file & suspend

March 04, 2014

Helping clients navigate the maze of Social Security can be a full-time job. But by understanding a few key concepts and taking a few important steps, you can make sure your clients get the most out of this critical retirement benefit.

Social Security expert and InvestmentNews contributing editor Mary Beth Franklin covers some of the most important ways to help clients maximize their Social Security benefits, including the many uses of a strategy known as file and suspend.

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

Alternative Investments: What's Under the Hood?

February 11, 2014

Looking to reach more high-net-worth clients? Alternative investments can help you do just that.

New research finds well-off investors are embracing non-traditional investments and increasing their allocations to alternatives. At the same time, many high-net-worth clients say they lack confidence in their understanding of these strategies-and are looking to financial advisers for help. This interactive webcast will address the hot button issues with alternative investments, and discuss how they can be used to further attract assets.

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

Large Cap Value: The Right Time for a Focused Strategy

January 14, 2014

The strong outlook for equities continues, but which asset class offers the greatest opportunity moving forward? More importantly how, specifically, can your clients benefit? George Sertl, portfolio manager with Artisan Partners' U.S. Value team, will make a strong case for the outperformance of the large cap value space for the foreseeable future.

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

Recruiting in 2014: Risks, Challenges and Opportunities

January 08, 2014

2013 was a good year for the advice business (surging stock market notwithstanding) and the trend lines for 2014 are also looking solid. Still, advisers and advisory firms are facing significant recruiting risks and challenges: talent shortage, increasing regulatory requirements, and aging advisers, just to name a few. This webcast will take a look at the trends in place and provide insight into how to turn recruiting challenges into opportunities.

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

What's Next For Nontraded REITs

November 20, 2013

2013 is shaping up to be a record year for the sale of nontraded REITs. Indeed, the industry has turned a corner from the days of subpar products and little, if any, due diligence on the part of advisers and brokers. But after such a strong year, what lies ahead?

This webcast will take a look at the factors behind the big numbers and how long they are likely to drive assets to nontraded REITs. Panelists will take a look at specific slices of the market and discuss strengths and weaknesses in each area.

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

The Search for Yield: Finding yield in a low rate world

November 12, 2013

While the current environment presents challenges to advisers seeking to generate income for their clients, there are still significant pockets of opportunity to find yield in today's bond markets. In this exclusive webcast, our panel of portfolio managers will highlight these opportunities, provide their technical and fundamental outlooks for high yield.

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

Women and Investing: Reaching Gen Y

November 05, 2013

While it's true that women Baby Boomers need and want financial planning advice, advisers who focus on that group and ignore Gen Y women are missing a big opportunity. Gen Y women have distinct ways they manage their careers, their wealth and their lives. This webcast, the third of three Women and Investing webcasts, will explore ways to connect and communicate with Gen Y women to help them reach their financial goals.

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

Using Technology for Lead Generation

October 29, 2013

Generating leads that can turn into potential clients is the lifeblood of every advisory firm. While the tried and true methods remain important, today's technology has provided new and significant ways for advisory firms to explore lead generation. From social media networks like LinkedIn, to data mining and other software tools, advisers are now finding new clients in places they never dreamed of.

Sponsored by:
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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 srosic@investmentnews.com for a certificate of completion. Certificates of completion 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.

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