Webcasts

Upcoming

Beyond Low Vol: How Seven Volatility Strategies Can Work for Your Clients

October 18, 2016

Many advisors are familiar with todays popular managed-volatility and low- volatility strategies. But risk reduction is not the only way that volatility strategies can help you and your clients reach their goals.

In this exclusive webcast, experts from LJM Funds will explain the risks, returns, and correlations of seven long-term volatility strategies, and the role they can play in a portfolio.

As the stock market hovers at record highs and bond yields sink to historic lows, your clients may find value in using one or more of the volatility strategies that will be discussed and explained.

Accepted for 1 CE Credit from the CFP Board.

Becoming a Retirement Investment Expert: The 5 Essentials

October 13, 2016

Being able to enjoy a comfortable retirement is the overwhelming reason why individuals invest and why they turn to professionals for advice. Yet fewer than 16% of advisors use personal retirement expertise, insight or specialized knowledge as part of their value proposition, and many advisors admit that they and their clients are stressed by the challenges that investing before, during and after retirement present.

In this exclusive webcast, our expert speakers will discuss the 5 key steps that lead not only to better retirement investment outcomes, but also a welcome "de-stressing" of portfolios and investors.

Join us for a practical discussion intended to provide advisors with useful insights that will increase their retirement expertise and professional success.

Accepted for 1 CE Credit from the CFP Board.

Navigating a New Era of Retirement Plan Advice

October 06, 2016

The needs of plan sponsors and retirement plan participants have changed dramatically over the last year - and so too have the rules driving the type of support and services financial advisers provide to defined contribution plans.

Archives

Diversifying with Alternative Investments

September 29, 2016

Clients might talk with you regularly about asset class diversification, but they may not be as comfortable discussing the use of alternative investments to help enhance portfolio diversification.

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

Financing the Advisory Deal: Success Stories in Acquisition, Succession and Recruiting

September 27, 2016

Whether it's acquiring another advisory firm or practice, implementing a succession plan into place or recruiting the advisers your firm needs to grow, adequate financing is a must. In this exclusive webcast, leading advisory firm managers will share their experiences in tackling these three challenges. They will provide insights into how making the right borrowing and financing decisions affected the outcome of their planning, and what steps advisory firms should consider when making plans in these areas.

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

The Keys to Being an Elite RIA

September 20, 2016

While many advisory firms have seen their assets and revenue levels stall over the last 12-18 months, a handful of "Elite" firms have experienced rapid and accelerated growth.

In this exclusive, interactive webcast, InvestmentNews and BlackRock will highlight key findings from the 2016 Elite RIA Study and reveal the strategies driving some of the most successful firms in the industry.

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

The New Era of Investment Management: What to Consider Now

September 15, 2016

With global changes in both the financial advice and investment management businesses, advisers need to be asking themselves critical questions about their business models and core strengths.

Should advisers handle investment management themselves? Should they choose outside professional managers? Should they combine both approaches? There are no easy answers, and in this exclusive video webcast, the findings of the latest InvestmentNews/Northern Trust research on investment management and investment outsourcing will reveal how advisers are approaching business challenges today and what you may wish to consider for your own practice.

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

Emerging Market Investing: 3 Areas to Watch Now

August 30, 2016

Emerging markets present compelling long-term prospects for clients' core EM allocations, but it is a mistake to assume all EMs offer the same investment potential.

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

What BREXIT means for your portfolio?

August 23, 2016

The United Kingdom's decision to leave the European Union, following the so-called Brexit referendum, was the latest test for the global economy and financial markets. Although the markets have rebounded after an initial selloff, investors should be prepared for continued uncertainty and volatility stemming from the Brexit vote. But clients who stay calm and carry on will be doing their portfolios a big favor.

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

Help your married clients generate lifetime income (with fewer compromises)

August 16, 2016

When it comes to finances or taking out the trash, married couples often make compromises. But sometimes the biggest compromise comes when it is time to plan their retirement.

Your clients may have to surrender flexibility, for example, to generate the retirement income they want. But what if you could remove some of the tough compromises married clients may face when planning a retirement strategy?

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

Next Steps: How to Keep Your Practice a Step Ahead of Fiduciary Regulation

July 28, 2016

With the Department of Labor and the SEC fiduciary standards on the horizon, the ways financial advisers need to adjust to a regulatory landscape is changing rapidly. Your clients, your business and your future hang in the balance as the industry braces for the most game-changing legislation since the Investment Advisor Act of 1940.

Good practices are staying abreast, but great practices are finding a way to stay ahead of the pack.

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

What This Election Means for the Economy and Your Investors

July 26, 2016

Election frenzy has already begun. In the months leading to November, you may need to prepare investors for market volatility and find ways to help clients stay disciplined through a tumultuous political climate.

Join InvestmentNews and Nationwide® for an exclusive webcast to examine how elections have impacted the economy and markets in the past — and to discuss how leadership changes ahead could affect the economy and investors of today.

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

The Power of 3: Help Protect, Participate and Personalize Your Clients' Retirement Assets

July 19, 2016

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

Next Page »

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 info_cecredits@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.