InvestmentNews Webcasts

The future of investment management: A balance of scale and customization

The future of investment management: A balance of scale and customization

Thursday, September 06, 2018 | 4-5 PM ET

As advisers are looking to provide more personalized and customized services to their clients, the role of investment management within an advisory firm is being re-examined by many.

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Keys to Unlocking Sustainable Growth in Emerging Markets

Keys to Unlocking Sustainable Growth in Emerging Markets

Tuesday, July 31, 2018 | 4-5 PM ET

How should investors access sustainable growth and sustainable equity returns in emerging markets?

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Solving the planning gap – Health care costs in retirement

Solving the planning gap – Health care costs in retirement

Tuesday, July 24, 2018 | 4-5 PM ET

For many clients, health care costs will be their largest expense in retirement.

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Socially Conscious Investing Through ETFs

Socially Conscious Investing Through ETFs

Tuesday, July 10, 2018 | 4-5 PM ET

In the overcrowded ETF space, exchange-traded funds that screen for environmental, social and governance factors are a real standout.

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Understanding the economics of independence

Understanding the economics of independence

Thursday, June 28, 2018 | 4-5 PM ET

As the RIA model continues to evolve, there are a growing number of opportunities for advisers to strategically manage their own businesses and improve their overall financial performance.

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Building an AI powered advisory business

Building an AI powered advisory business

Thursday, June 14, 2018 | 4-5 PM ET

Gartner predicts that through 2020, organizations using system design in new artificial intelligence projects will achieve long-term success four times more often than others.

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With mid-terms on the horizon, markets are closely following whether voters will continue to support the populist policies that elected President Trump, or look for more balance between the two parties’ agendas.

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Advisor Marketing Makeover: Take your practice to the next level

Advisor Marketing Makeover: Take your practice to the next level

Thursday, June 07, 2018 | 4-5 PM ET

For many advisors, building clients’ nest eggs is a strength. But building their own advisory business often is a struggle.

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Investing 2018: Volatility, income and what’s next

Investing 2018: Volatility, income and what’s next

Tuesday, May 22, 2018 | 4-5 PM ET

Markets are constantly evolving, but portfolio objectives — around income, growth and volatility — should not.

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Where annuities fit in a fiduciary adviser’s practice

Where annuities fit in a fiduciary adviser’s practice

Wednesday, May 16, 2018 | 4-5 PM ET

The uncertain status of the Department of Labor’s fiduciary rule has caused many advisers to wonder about where annuities fit in retirement planning.

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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 Investments & Wealth Institute®, formerly 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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