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An Adviser's Guide to Developing NextGen Talent

August 01, 2017

As the registered investment advisory business matures, it's clear we need to focus on a new generation of talent.

Research from InvestmentNews shows that firms of seven or more full-time individuals employing at least one NextGen adviser generated 33% more revenue than firms do not have a NextGen adviser. Clearly, firms are seeing a significant impact when they bring on NextGen talent.

Archives

Investing Near the Peak: Strategies for Finding Income or Alpha in this Bull Market

July 18, 2017

These are challenging times for investors. 10 years of low interest rates and near-bottom yields have dampened core bond performance, hurting many income-seeking investors. The search for Alpha is equally challenged as the bull market continues its ride. While volatility remains low, so are the returns. Join us as we discuss how fixed income solutions and liquid alternative strategies can be used in todays environment.

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

What is the Next Big Thing in 401k plans? Weighing the cost and customization of the QDIA

July 12, 2017

Research from Great-West Investments shows that participants nearing retirement are looking for advice and customized solutions. Leverage concepts from new Morningstar Investment Management LLC research to weigh the cost and customization of default investment options.

Join us as we continue the recent InvestmentNews topic the Next Big Thing in 2017 and discuss how to help participants achieve their retirement savings goals.

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

Emerging Market Debt: 5 Forces at Work

June 27, 2017

When it comes to emerging market debt, there are a series of forces that help you drive better results for your clients. In today's continually changing market environment, it is critical to know the forces at play to help keep your investment strategy a step ahead.

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

Active Isn't Dead: The Case for Refining Your Clients' Portfolios

May 23, 2017

There is a myth that active investment managers cannot outperform their benchmarks. But the death of active investing has been greatly exaggerated.

The economic climate in the past eight years has generally been conducive for U.S. market-cap weighted passive strategies. But if you look at all 28 of the asset class categories Morningstar tracks, the majority of active managers in 14 of those categories beat their indices over that time period.

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

Changing market, shifting fixed income strategies

April 27, 2017

In today's rapidly evolving economic climate, optimizing fixed income portfolios can be highly complex. With the current rising rate environment and potential policy implications, changes in the bond markets may impact advisors as they search for fixed-income solutions that will build the best defense for their clients.

This exclusive Nationwide® webcast will provide timely insights and strategies about making the most of clients' bond investments in the 2017 macroeconomic environment and beyond.

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

Fiduciary rule limbo: How advisors can adapt and deliver no matter where the fiduciary bar is set

April 04, 2017

Regardless of the uncertain fate of the Department of Labor's fiduciary rule and its provisions, many advisors are finding themselves under increasing pressure to meet a new level of client expectations and potentially answer some awkward questions. What should they say if asked about the rule and, perhaps more important, how should they be shaping their business to prepare for what may or may not come?

Join panelists assembled by DST for a candid roundtable discussion about the complexities and often competing priorities now facing advisory firms and advisors.

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

Knowledge-based investing: How to deliver alpha by leveraging those 'in the know'

March 21, 2017

Financial advisers are searching for unique ways to deliver strong returns to their clients. Today's rapidly evolving global economy, with its periods of volatility, require financial advisory firms to examine more than just a buy-and-hold strategy for success.

But what is knowledge-based investing and how can small cap stocks provide fertile ground for active managers to add value in clients' portfolios?

Join InvestmentNews for an exclusive webcast with HighMark Capital Management that will provide insights and tips on how to use knowledge-based investing strategies.

Accepted for 1 CE Credit from the CFP Board. Approved for 1 CFA Credit.

Financial Planning for Non-traditional Families

January 24, 2017

Your clients are evolving and your practice needs to evolve with them. There is no longer a "traditional" definition of the American family. Today's modern families defy categorization, but they do have one thing in common: they need your help with financial planning.

Non- traditional families face a variety of financial issues, including an impending "retirement crisis" because many have not saved enough to support themselves in retirement.

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

Adviser Transitions 2017: The Outlook for Succession, Acquisitions and Revenue

December 06, 2016

Regulation aside, the advice business enters the New Year on the threshold of intense change. Several trends are emerging, including an uptick in advisers exiting the business and looking for viable succession plans, more advisers seeking acquisitions to offset tightening revenues and greater compliance requirements. The industry is also anticipating an ever-greater emphasis on fee-based practices, with all the changes in affiliation and business models that such a shift may entail.

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

Helping Boomers and Aging Clients: Is Home the Best Place to Grow Old?

November 29, 2016

Choosing where to live in retirement and into advanced age seems like an easy decision but it may be more difficult than anticipated.

Dr. Sandra Timmermann, a nationally recognized financial gerontologist, discusses some of the housing, finance and care dilemmas clients face as they move along the age continuum or become incapacitated, and how financial professionals can help make the appropriate choices.

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