May 22, 2018
Markets are constantly evolving, but portfolio objectives — around income, growth and volatility — should not. With their nest egg fluctuating, your clients need you more than ever in 2018.
Accepted for 1 CE Credit by the CFP Board.
May 16, 2018
The uncertain status of the Department of Labor’s fiduciary rule has caused many advisers to wonder about where annuities fit in retirement planning. At the same time, clients are facing the challenge of ensuring that they have adequate retirement income. If their savings alone can’t provide a solution, where do they turn?
Accepted for 1 CE Credit by the CFP Board. Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.
May 03, 2018
In an expanding market with rising costs and competitive pricing, it can be a struggle for registered investment advisers to compete.
Gone are the days of hanging a shingle and hoping for the best as you go it alone. So, what can firms like yours do to thrive and survive against larger players?
The key is to partner and team up with other small firms and recruit younger advisers to join you.
Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.
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.
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.
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