Webcasts

Upcoming

Behavioral finance: Why do investors make the wrong moves at the wrong times?

February 05, 2015

Advisers constantly deal with a baffling set of paradoxes from clients: They want safety and growth, but constantly try to beat the market and are quick to look for answers when portfolios underperform. They call themselves buy-and-hold investors, but rely on their adviser when volatility spikes and they want in or out.

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

Archives

Advisers on the Move: What to know before you go

January 20, 2015

With thousands of advisers expected to change firms in 2015, there are more options than ever to consider when evaluating a transition. To make a truly informed decision that will advance your career - and the best interests of your clients - InvestmentNews is holding an exclusive webcast that will dive deep into the most important changes and developments in the adviser landscape.

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

Investing Outlook 2015: How long will the good times last?

January 06, 2015

Stocks at all-time highs, interest rates poised to climb, cash (still) returning next to nothing and a plethora of newfangled products on the market. What's an adviser to do?

After a year of unexpected twists and turns, investors are no less uncertain going into the new year. Advisers need to be on top of their investing game to answer the hard questions.

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

Talking tax: Year-end advice from 529 experts

December 16, 2014

529 plans offer meaningful tax benefits and powerful estate planning advantages, yet remain overlooked as a practice-builder. With precious weeks left until year-end, there is still time to reach out to clients with value-added tax tips.

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

6 Steps to a Better Brand

December 11, 2014

After making the decision to go independent, one of the biggest challenges facing advisers is how to successfully build a brand to attract and retain the best clients. Creating a marketing plan, developing consistent referrals and establishing a strong presence in your market is difficult. Successful advisers are employing some simple strategies every day to stay a step ahead.

A deeper dive into Social Security claiming strategies: Mary Beth answers your questions

December 09, 2014

InvestmentNews' resident expert on Social Security, Mary Beth Franklin, will provide an overview of Social Security claiming strategies for married couples, same sex couples, divorcees, singles and survivors. She will then turn the floor over to the audience and open the webcast up to a live Q&A.

  • Accepted by the CFP Board for 1 CE credit.

Money in motion: The new world of fixed income

December 04, 2014

Billions of dollars in fixed income assets are now on the move and many financial advisers are looking for new strategies - and potentially a new crop of 'bond kings' - to anchor their clients' bond portfolios. In this exclusive interactive webcast, the InvestmentNews editorial team and industry experts will examine the major and recent changes in the fixed income landscape

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

The Maturing Credit Cycle - Keeping Your Clients Ahead of the Curve

December 03, 2014

Several years into the credit cycle, most of the low-hanging fruit has been harvested. Help your clients stay ahead of the curve during the maturing credit cycle through opportunities in the non-investment grade market.

  • Accepted by the CFP Board for 1 CE credit.

Fixed Income: What to Do When Nothing Is Cheap

November 20, 2014

Finding value today for your fixed income portfolio can be challenging. Despite a recent bout of volatility, valuations generally remain rich and interest rates seem to be at unsustainably low levels. Opportunities appear limited, and divergent global growth and monetary policy paths may force this trend to continue.

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

Demystifying China: What Matters?

November 18, 2014

The media is so full of stories about the impending collapse of China that it is hard to know what to worry about. Bursting of a housing bubble? Imploding wealth management products? Crashing stock market?

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

Why Wall Street veterans are going independent

November 13, 2014

The shift to independence is in full swing as top wirehouse brokers continue to migrate to the independent model. But what's drawing advisers from Wall Street to Main Street? Join InvestmentNews for a live, interactive webcast with CNBC correspondent Guy Adami, the chief market strategist for Private Advisor Group, as he reveals his thoughts on this trend to independence and interviews three advisers who have recently made the switch.

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

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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 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.