Webcasts

Upcoming

Investing 2018: Volatility, income and what’s next

May 22, 2018

Markets are constantly evolving, but portfolio objectives — around income, growth and volatility — should not. With their nest egg fluctuating, your clients need you more than ever in 2018.

Accepted for 1 CE Credit by the CFP Board.

Where annuities fit in a fiduciary adviser’s practice

May 08, 2018

The uncertain status of the Department of Labor’s fiduciary rule has caused many advisers to wonder about where annuities fit in retirement planning. At the same time, clients are facing the challenge of ensuring that they have adequate retirement income. If their savings alone can’t provide a solution, where do they turn?

Accepted for 1 CE Credit by the CFP Board.

Teaming up: How to expand your practice through partnerships

May 03, 2018

In an expanding market with rising costs and competitive pricing, it can be a struggle for registered investment advisers to compete.

Gone are the days of hanging a shingle and hoping for the best as you go it alone. So, what can firms like yours do to thrive and survive against larger players?

The key is to partner and team up with other small firms and recruit younger advisers to join you.

Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.

Cracking the Code: Making Sense of Alternative Investments

April 26, 2018

InvestmentNews Research estimates that $150 billion in alternative assets could be added to client portfolios among independent advisers over the next three years. Roughly 85% of all clients are now expressing interest in learning more about alternative strategies.

Accepted for 1 CE Credit by the CFP Board. Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.

Archives

The how, when and where of managed accounts

April 17, 2018

With shrinking margins and the rise of robo-advice, financial advisers are searching for a solution that keeps them a step ahead. Investing has become more and more commoditized and advisers want something that can trim costs and still offer access to customizable asset management.

Join InvestmentNews and Gemini for this exclusive webcast where we will speak with executives, thought leaders and financial advisers about how managed accounts can impact your practice.

Accepted for 1 CE Credit by the CFP Board. Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.

A joint webcast with Pensions & Investments: The 2018 Retirement Plan Adviser Outlook

December 07, 2017

Institutional intelligence for the informed adviser: Strategies for accelerating the growth and development of your defined contribution plan business.

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

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

Please contact us at info_cecredits@investmentnews.com if you have any questions.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.