Webcasts

Upcoming

Ask the Tech Experts: Trends in Advisory Technology

June 11, 2013

In the financial advisory business, it's hard to keep up with technology, with constant updates and changes from the front office to the back office, apps and software, online, mobile and everything in between.

Current Investment Opportunities: Where on Earth are They?

June 04, 2013

Lately, news from international markets has been, at best, mixed. Fiscal problems among European nations, and a cool down in emerging economies have caused investors to question where the opportunities exist today. Nonetheless, given the reality of an interconnected global economy, there is no turning back.

The RIA hybrid - is it right for you and your clients?

May 21, 2013

The RIA hybrid model is one of the fastest growing segments of the advice industry. This webcast will examine what's fueling the growth, and identify some of the potential opportunities and obstacles that advisers in this segment will surely face in the future.

Jumping off the Tweet deck: Using social media to market your firm

May 14, 2013

Social media and social networks are not new. Even so, how advisers use the likes of LinkedIn and Facebook is all over the map. This webcast will provide insight into what works and doesn't and offer fresh perspectives on building your brand, marketing your firm and, ultimately, bringing in new clients. We'll also discuss recent developments on the regulatory front.

The Case Against the Bond Bubble

May 08, 2013

What if all the talk about a coming collapse in bond prices was just that - talk? RidgeWorth's Jim Keegan, a seasoned fixed-income portfolio manager, believes that despite the fears, we aren't in a bond bubble and that now is an ideal time to invest in certain fixed-income securities and bank loans. Join him as he makes his case.

Attracting high-net-worth clients

April 23, 2013

High-net-worth clients are the gold standard for many advisers, but winning them over isn't easy. Their expectations are high. They're not easily impressed. And they demand highly- customized products and solutions. This webcast will teach advisers everything they need to know to serve - and attract - wealthy clients.

NextGen Webcast: Breaking into the advice business

April 16, 2013

As the need for new talent in the financial advice business persists, a growing number of opportunities are now available for new entrants into the industry.

Women and Investing: How to build, maintain and grow relationships

April 09, 2013

While women are an economic force to be reckoned with, their needs are underserved within the advisory industry. Savvy advisory firms have come to understand that they need to find ways to better serve women investors to help them succeed in meeting their financial goals.In the first of three webcasts, InvestmentNews explores strategies to help advisers succeed in serving women's unique investment needs.

Dividends: Everything you and your clients want to know

April 04, 2013

Going beyond and behind the numbers to find the best opportunities in dividend-paying stocks
Investors seeking income increasingly are turning to dividend-paying stocks. But not all such stocks are equal, says expert Daniel Peris, author of The Strategic Dividend Investor and its just-released follow-up, The Dividend Imperative: How Dividends Can Narrow the Gap between Wall Street and Main Street.

Preparing Client Portfolios for Rising Interest Rates

March 19, 2013

What the coming change in direction will mean for your clients' fixed-income investments - and what to do now
Higher interest rates are coming, perhaps soon. And rising rates are sure to wreak havoc on investors' fixed-income assets - or will they? A rising-rate environment provides different investment opportunities and actually may be less damaging to portfolios than many anticipate, provided the right moves are made now.

Finding Risks and Opportunities in Fixed Income

March 12, 2013

With interest rates at historic lows, how much risk is lurking in fixed income, and how can advisers position their clients for a rising rate environment?This webcast will look at fixed-income investing from a variety of perspectives, including individual bonds, ETFs and mutual funds. Our panelists will offer outlooks for the bond market as well as investing strategies.

Adviser Technology: Six steps to results and returns

March 05, 2013

An InvestmentNews Research webcast revealing the results of the 2013 Adviser Technology Study
A handful of advisory firms are maximizing their technology investments to run more efficient, effective - and ultimately profitable practices.What are the traits of the top performing and most innovative independent advisers? Find out in this exclusive InvestmentNews Research webcast, which will offer the first look at the results of our 2013 Adviser Technology Study.

Continuing Education Credits: For all webcasts approved by the CFP Board, CE credit will be automatically reported 1 week after the live event, and again 30 days after the live event for all on-demand viewers. For IMCA CIMA�/CIMC�/CPWA� CE credits please e-mail LRussell@investmentnews.com for a certificate of completion. For both CFP and IMCA approved webcasts, CE credit will only be available within 30 days of the original air date. After 30 days, the webcast will be available for replay for 365 days post-live event, however CE credit will not be honored.