Webcasts

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Eliminating 5 Roadblocks to Your Firm’s Productivity

June 16, 2016

While each advisory firm is unique, most face similar operational challenges in providing high-quality service. In fact, these challenges often present themselves as five roadblocks that impede firms from maximizing their productivity and expanding their reach.

In this exclusive webcast, our panel of experts will identify five common operational roadblocks and explain how firms of different sizes and used technology to eliminate the problem and bring efficiency to their business. The experts also will explain how modern, adviser-focused enterprise content management (ECM) tools are helping firms become more productive.

How to Build a Great Retirement Strategy for Married Clients

June 07, 2016

When it comes to saving for retirement, your married clients face a lot of unique challenges. As a financial professional, you can help take some of the worry out of planning and alleviate a few hurdles when it comes to helping them select the right retirement strategy.

But how can you provide your clients with two-for-the-price of one guaranteed income that won't disinherit a spouse while offering a potentially better value for them and more clients for you?

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

How the DOL Fiduciary Rule Could Reshape the ETF Game

May 24, 2016

Exchange-traded funds are among the big winners in the wake of the Department of Labor's new fiduciary standard because of their low cost and their transparency. Could this mean a surge in assets or a new variety of products will enter the market?

Financial advisers, especially those that work within retirement plans, will need to stay a step ahead of this trend in order to remain both compliant and growing.

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

Archives

How the DOL Fiduciary Rule Could Reshape the ETF Game

May 24, 2016

Exchange-traded funds are among the big winners in the wake of the Department of Labor's new fiduciary standard because of their low cost and their transparency. Could this mean a surge in assets or a new variety of products will enter the market?

Financial advisers, especially those that work within retirement plans, will need to stay a step ahead of this trend in order to remain both compliant and growing.

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

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:

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

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:

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

The New Rules for Retirement Plan Advice

April 28, 2016

With legislative and regulatory changes looming large, considerable changes are about to impact the world of retirement plan advisers.

To ensure they are delivering top-notch services, retirement plan advisers will be focusing more time and resources on evaluating the overall design of the plans they support, along with the investment line-up and QDIAs offered.

In this live, interactive webcast, we will specifically identify the most important areas of emphasis for plan advisers in 2016, including:

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

The Next Generation of Referrals

April 26, 2016

For years, referrals have been the lifeline of new business for financial advisory firms. But some new non-traditional business development strategies and emerging roles within advisory firms are helping to accelerate the number of referrals and new clients an adviser can add to their business.

This webcast will specifically focus on these next generation referral and business development strategies, and will highlight research from several recent InvestmentNews studies and surveys.

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

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® .

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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.