Webcasts

Upcoming

Social Security Bootcamp: How to Maximize Social Security Now

May 17, 2016

Social Security represents one piece of the retirement puzzle. The decision of when and how to claim Social Security needs to fit into clients larger retirement income plan.

This webcast, with InvestmentNews contributing editor and resident Social Security expert Mary Beth Franklin, will cover how Social Security is claiming rules are changing. As a result of the Bipartisan Budget Act of 2015, retirees will no longer be able to file and suspend their Social Security benefits in order to trigger benefits for a spouse or dependent child while their own retirement benefits continue to grow. Learn what you can still do to help your clients maximize their Social Security benefits.

In addition, she will cover:

Advisers, Should You Stay or Should You Go?

May 10, 2016

What to Do When Your Business Reaches a Plateau

Sometime in their careers, advisers may feel stalled. Revenue and earnings may be growing slowly or not at all, the daily grind prevents getting out and meeting people - the reason most advisers chose the business in the first place - and little or nothing in the current work environment seems to be changing for the better.

At those times, advisers may think about switching firms. In this exclusive webcast, a team of experts will review the wide range of options now available to advisers considering a move. Key topics to be discussed include:

Archives

Uncovering International Opportunities Amid Global Market Volatility

April 19, 2016

In today's landscape of divergence, slow growth, and volatility, the global markets are cautious about what the future holds. Despite the anxiety, the current environment makes it a good time to review your strategy, possibly rebalance or consider a new perspective. There are still opportunities for the selective investor.

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

When Health Care Costs Derail Retirement: What Advisers Must Know

April 12, 2016

Health care expenses can unravel almost anyone's retirement - putting investing portfolios at risk. Advisory clients have a sense of the potential risk, as evidenced by a recent Harris Poll survey which found that 53% of investors want their financial adviser to talk to them about health care costs in retirement, while only 10% actually have had that conversation.

In this exclusive webcast, our panel of expert speakers will discuss what advisers need to know about this crucial topic and the steps they should consider to help provide the best possible health care and retirement outcomes for their clients.

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

Muni ETFs: The Potential Solution for Today's Wild Markets

March 29, 2016

The direction of interest rates is a question mark. Add market volatility and conflicting economic signals and it's easy to understand why many investors are confused, anxious and eager for sensible solutions regarding their portfolios.

In these uncertain times, many investors are finding value in municipal bonds and specifically exchange-traded funds. Join us for a practical discussion on this timely investment in a lively, interactive webcast with Jim Colby, Senior Municipal Strategist and Portfolio Manager of the Van Eck municipal bond ETFs, and Municipal Market Analytics' President, Tom Doe.

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

How a Fiduciary Standard and the 2016 Elections Could Change Your World

March 22, 2016

Never before have two looming events - the adoption of the proposed Department of Labor fiduciary duty requirement and the 2016 national elections - had the power to transform the wealth management business so dramatically.

Join us for an exclusive webcast with a team of public policy and investment experts to analyze the potential impact of these unusual forces on your business and on the markets.

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

Powering your next wave of growth: Five key considerations

March 15, 2016

Considering changing your B/D affiliation to position your firm for growth? This is a change that no advisor takes lightly. But because few advisors change B/Ds often, they may not know what questions to ask as they make their decision.

In this exclusive InvestmentNews Adviser Center webcast, our expert panel will explore five key areas that all advisers need to be considering as they look to the future of their firms.

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

Using Behavioral Finance to Guide Your Clients When Markets Turn Sour

March 08, 2016

Research now clearly illustrates that investors tend to consistently make a series of predictable and systemic errors during times of high volatility and market anxiety. 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 webcast featuring two industry experts on investing and behavioral finance and find out. This webcast, featuring author Victor Ricciardi and Gene Todd of First Bank Wealth Management, will address the behavioral triggers that lead clients to make poor decisions about their money.

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

Using Managed Futures to Navigate Market Turbulence

February 23, 2016

With 2016 off to a volatile start, many advisers and their clients are looking for ways to diversify portfolios that often become increasingly correlated during times of stress. Managed futures may be a tool to provide that much sought diversification.

This live, interactive webcast will discuss how advisers may use managed futures to meet client needs and provide portfolio ballast when equity, fixed-income and currency markets are in turmoil. We will examine:

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

Countdown to April 15: Tax-Saving Steps Clients Can Take Now and Through 2016

February 09, 2016

There’s not much your clients still can do to minimize their 2015 income taxes — or is there? In this exclusive webcast, our panel of experienced accountant/advisors will reveal some of the last-minute actions that investors can take to make the tax bite less painful. They also will discusses the steps you and your clients should consider to make 2016 a year in which investors will keep more of their money.

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

The Rise of the Digital Adviser

January 26, 2016

The growth of robo firms has captured everyone’s attention. But the power of digital technology to transform the financial advice business is not just about the entry of new and different competitors — it’s about the ways traditional firms can grow and prosper when they use technology strategically.

This live, interactive webcast will discuss how advisers can leverage technology to improve productivity, efficiency and safety, as well as enhance the client experience. We will examine:

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

The Rise of NextGen Advisers

January 12, 2016

Much has been written about the need for advisory firms to add 'NextGen' advisers to help stem a potential long-term industry talent shortage - and ultimately build a bridge to the next generation of clients and investors.

However, new research from InvestmentNews shows that an increasing number of firms are looking to add NextGen advisers in 2016. There is a significant short-term impact when firms bring NextGen talent into their organizations. Most notably, firms that have NextGen advisers appear to be growing faster than firms that do not - and are ultimately more successful in increasing revenues and improving profitability. This exclusively webcast will:

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

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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 aschnitta@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.