Webcasts

Upcoming

What is your practice worth?

August 12, 2014

The average age of a financial adviser is 56, and many are expected to explore options for exiting the business over the next decade. Some will choose internal successors, while others will opt for mergers and acquisitions.

Regardless of the specific path they pursue, any adviser looking to transition ownership of their practice over the next decade will need to have a firm handle on the current and future value of their business.

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

Maximizing Your Clients' Social Security Benefits

August 05, 2014

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

With InvestmentNews contributing editor and Social Security expert Mary Beth Franklin, this webcast will cover the two main creative claiming strategies known as "file and suspend" and "restricting a claim to spousal benefits" and how and when to use them.

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

Archives

Giving your Firm an Edge with Technology

July 29, 2014

You may be able to avoid technology in some circumstances - but not when it comes to your business. To build a practice that is consistently profitable and growing, technology needs to embraced and leveraged for all it's worth. But where to begin?

Women and Investing: Successfully Advising Women in Transition

July 22, 2014

Women who suddenly become divorced or widowed face steep emotional transitions and new financial realities. In order to successfully attract and hold onto these female clients, financial advisers must understand how to help them navigate the unique life adjustments they must make.

How to attract - and develop - NextGen talent

July 15, 2014

Advisers have a growing need to bring new talent into their practices to help bridge the gap with their next generation of clients - and also develop their own next generation of firm leaders.

Millennials and Money: How to Capitalize on the $30T Opportunity

July 08, 2014

Millennials will be rapidly accumulating assets-and decision-making authority-as they stand to inherit $30 trillion from Baby Boomers over the course of the next decade. Are you ready to turn this next generation of investors into your next generation of clients?Join InvestmentNews for a live, interactive webcast that will arm advisors with actionable strategies to evolve their practice for the 21st century.

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

Prepare your clients for a rapidly changing fixed income environment

June 25, 2014

Risks in fixed income markets have changed. Industry experts are predicting bond yields are set to rise - and are calling for advisers to re-think traditional approaches to fixed income investing as the 30-year decline in rates comes to an end. Are your clients' fixed income portfolios positioned for increased volatility and interest rate sensitivity in a rising interest rate environment?

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

Aging: The Most Important Conversation You're NOT Having With Your Clients

June 19, 2014

Take your financial planning conversations to the next level by tackling one of the most sensitive (yet critical) topics facing all of your clients - the financial implications of aging.

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

Re-defining risk: The new rules of portfolio construction

June 10, 2014

Helping clients navigate the complex trade-offs between risk and reward is one of the most important jobs for advisers. Hear the latest research findings from a survey about mass affluent investors' views of risk and return, along with the roles they feel their advisers should play. Discover how to approach securing client relationships for a lifetime by your approach to portfolio construction.

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

The secrets of using 529 plans to build more successful practices

May 29, 2014

Many financial advisers view 529 plans as basic college savings tools ignoring the hidden potential they possess to actually drive new business and deepen client relationships. Join InvestmentNews on 529 Day for a live, interactive webcast that will arm advisers with practical and often overlooked strategies for using college savings plans to build more successful practices.

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

Using behavioral finance to understand - and act on - major market anomalies

May 21, 2014

Research now clearly illustrates that investors, and markets as a whole, tend to consistently make a series of predictable and systemic errors. How can financial advisers gain a deeper understanding of these behavioral finance fundamentals, while also capitalizing on them to benefit their clients' portfolios?

Attend this exclusive, interactive webcast - featuring two of the industry's top experts on investing and behavioral finance - and find out. This webcast, featuring Ariel Investment's John W. Rogers, Jr. and Charles K. Bobrinskoy, will focus on how financial advisers can re-think standard sources of returns by challenging the categories of conventional investing through independent thinking.

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

Leveraging the power of social media for client referrals

May 13, 2014

All the experts will tell you that having a social media presence - through LinkedIn, Facebook, Google +, Twitter, et al - is crucial, but it takes time to squeeze value out of these networks. In this webcast, we 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, panelists will look at how to combine traditional marketing methods with social media, and what to expect along the way.

Next Page »

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.