Webcasts

Upcoming

Solving the planning gap – Health care costs in retirement

July 24, 2018

For many clients, health care costs will be their largest expense in retirement. However, most do not—or do not know how to—accurately plan for these costs, widening the “planning gap” between how investors think and how financial advisors plan. Still, 78% expect their financial advisor to advise them on planning for these costs—presenting an opportunity for advisors to help them create a retirement income plan for health care costs in retirement.

Socially conscious investing through ETFs

July 10, 2018

In the overcrowded ETF space, exchange-traded funds that screen for environmental, social and governance factors are a real standout. Why? Because socially-conscious ETFs deliver more than market returns. They deliver on the principles-based investing strategies favored by female and millennial investors.

Join us for our one-hour video webcast, part of our the Innovators in Investing series, when InvestmentNews’ senior columnist John Waggoner sits down with industry thought leaders to discuss how socially-conscious investing through ETFs could re-shape your practice and boost your value proposition.

Understanding the economics of independence

June 28, 2018

As the RIA model continues to evolve, there are a growing number of opportunities for advisers to strategically manage their own businesses and improve their overall financial performance. This live, interactive webcast will specifically explore how the economics of the advice are changing – and how advisers can actively manage revenues and expenses to drive growth by leveraging the independent model.

Archives

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

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.

With this much interest, and more technology platforms eyeing this attractive market, what can advisers do to separate the wheat from the chafe? Learn how alternative investing could re-shape your practice and boost your value proposition.

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

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.

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.