Webcasts

Upcoming

Solving the planning gap – Health care costs in retirement

July 24, 2018

For many clients, health care costs will be their largest expense in retirement. However, most do not—or do not know how to—accurately plan for these costs, widening the “planning gap” between how investors think and how financial advisors plan. Still, 78% expect their financial advisor to advise them on planning for these costs—presenting an opportunity for advisors to help them create a retirement income plan for health care costs in retirement.

Understanding the economics of independence

June 28, 2018

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. This live, interactive webcast will specifically explore how the economics of the advice are changing – and how advisers can actively manage revenues and expenses to drive growth by leveraging the independent model.

Archives

Investing for Impact: How ESG is changing the game

November 28, 2017

Over the past decade, the market for socially responsible and sustainable investing has evolved. From 2014 to 2016, total global assets in responsible investing strategies rose 25% to $22.9 trillion, according to a report from the Global Sustainable Investment Alliance. Today, environmental, social and governance investing—known as ESG— is creating diversification, returns and new client growth for savvy financial advisers.

But where are we and what’s next for this evolving sector? And how can advisers incorporate these cutting-edge strategies into their menu of offerings to appeal to existing clients and attract new ones?

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

Investing 2017: Industry at a Crossroads

September 26, 2017

The advice industry is at a unique inflection point, as the way clients are investing has changed dramatically: Technology has evolved, access to innovative products has changed, and the active vs. passive debate continues to rage on. Advisers and their clients are caught right in the middle, setting the stage for a new adviser-client dynamic.

How will this impact advisers’ businesses and business models, as well as their portfolio construction strategies and capabilities?

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 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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