Webcasts

Upcoming

Inside an Equity Manager's Playbook

November 11, 2014

With money in motion, advisers need a game plan. You need a strategy with an established track record and something that can empower your clients in volatile market conditions. It may be time for you to adopt a true stockpicker's approach.

But how can you make this approach work for you and your clients?

Is Growth Ahead? A Stock Pickers Perspective

November 04, 2014

With interest rates and inflation likely to rise, the U.S. economy is at a crossroads. Advisers need to stay ahead of the curve to keep their clients safe. Find out about the sectors, industries and stock-picking strategies that have strong potential to benefit your clients.

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

Help Provide A Comfortable Retirement

October 30, 2014

When it comes to saving for retirement in volatile market conditions, clients face a tough question: Should I stay or should I go? Many investors shy away from investing when conditions are rocky.

Performance usually lags behind the markets because investors think with their heart instead of their head. With most clients worried about volatility, it is important to help them protect and grow at the same time, but how?

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

Archives

How best to serve successful female clients

October 21, 2014

As women continue to rise up the professional ranks and take on a larger role in managing household wealth, financial advisers seeking to serve this growing market must understand their unique needs.

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

Beyond Benchmarks: The New Rules of Fixed Income

October 09, 2014

Are yesterday's investment strategies adequate for today's complex bond markets? Many advisers recognize the limitations of traditional benchmarks and are turning to more flexible, unconstrained approaches to help clients seek return - both now, and when rates eventually rise. However, as unconstrained strategies become more popular, it is critical for advisers to understand the nuances of this fast-expanding sector.

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

How to work with millennials and the next generation of investors

September 23, 2014

Millennials are in line to inherit - by some estimates - nearly $30 trillion from baby boomers over the next decade - a great opportunity for advisers.

But Millennials aren't at all like their Baby Boomer parents. What's important to them is different, how they communicate is different and their financial goals and dreams - while perhaps still developing - are different. It's not business as usual.

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

Investment Intelligence: Demystifying liquid alternatives

September 16, 2014

As the popularity of liquid alternatives and other non-traditional investment products continue to explode, advisers need information and intelligent insights to stay ahead of the competition. Understanding and differentiating among all the different types of alternative strategies and how they can best address a client's needs is top of mind for advisors today. In this one hour CE approved webinar sponsored by MainStay Investments, advisers will learn how to construct a well-diversified portfolio using liquid alternatives and non-traditional investments. They will also learn which types of alternatives can help to diversify a portfolio and discover where the alternative flows may go in the future.

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

How to build 'real-life' retirement portfolios

September 10, 2014

As your clients approach retirement, that nest egg, which you have been carefully protecting, needs to begin to hatch.

When they reach 65, the ideals of "beating benchmarks" and "taking a long-term perspective" are suddenly replaced with the reality of having enough money to generate a sustainable monthly income throughout retirement.

What's your plan?

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

The future of advice: Business models and services for the next generation

August 19, 2014

While the definition and delivery of wealth management has changed rapidly in recent years, the demand for personalized financial advice remains strong - and, according to new investor research from InvestmentNews, has the potential to significantly increase over the next several years.

But not all advisory firms will benefit. Advisers who successfully adapt their business and service models to appropriately connect with both the investors of today and tomorrow will see accelerated growth rates and increased firm values.

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

What is your practice worth?

August 12, 2014

The average age of a financial adviser is 56, and many are expected to explore options for exiting the business over the next decade. Some will choose internal successors, while others will opt for mergers and acquisitions.

Regardless of the specific path they pursue, any adviser looking to transition ownership of their practice over the next decade will need to have a firm handle on the current and future value of their business.

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

Maximizing Your Clients' Social Security Benefits

August 05, 2014

Helping clients navigate the maze of Social Security can be a full-time job. But by understanding a few key concepts, you can make sure your clients get the most out of this critical retirement benefit.

With InvestmentNews contributing editor and Social Security expert Mary Beth Franklin, this webcast will cover the two main creative claiming strategies known as "file and suspend" and "restricting a claim to spousal benefits" and how and when to use them.

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

Millennials and Money: How to Capitalize on the $30T Opportunity

July 08, 2014

Millennials will be rapidly accumulating assets-and decision-making authority-as they stand to inherit $30 trillion from Baby Boomers over the course of the next decade. Are you ready to turn this next generation of investors into your next generation of clients?Join InvestmentNews for a live, interactive webcast that will arm advisors with actionable strategies to evolve their practice for the 21st century.

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

Prepare your clients for a rapidly changing fixed income environment

June 25, 2014

Risks in fixed income markets have changed. Industry experts are predicting bond yields are set to rise - and are calling for advisers to re-think traditional approaches to fixed income investing as the 30-year decline in rates comes to an end. Are your clients' fixed income portfolios positioned for increased volatility and interest rate sensitivity in a rising interest rate environment?

  • Accepted by the CFP Board for 1 CE credit and 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 azimmerman@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.