Archive Webcasts

Mid-Term Elections: Boon or cause for investor concern

Tuesday, June 12, 2018

With mid-terms on the horizon, markets are closely following whether voters will continue to support the populist policies that elected President Trump, or look for more balance between the two parties’ agendas. At stake, lingering concerns of trade wars, health care, the infrastructure agenda, not to mention relations with Iran, Korea and Russia.

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Advisor Marketing Makeover: Take your practice to the next level

Thursday, June 07, 2018 | 4-5 PM ET

For many advisors, building clients’ nest eggs is a strength. But building their own advisory business often is a struggle.

To be sure, developing and executing an effective business marketing program takes effort. And advisors often complain that marketing is not their strength and outside their comfort zone. Canned or plug-in programs can do some of the job, but a truly custom marketing program with personalized communications is what’s needed to effectively deepen relationships and drive engagement, loyalty and referrals.

Want to put excuses aside and make a change that will work? Join InvestmentNews and a marketing expert from Advisor Group for a special one-hour webcast to learn strategies and tips on how to improve marketing and take your practice to the next level.

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Investing 2018: Volatility, income and what’s next

Tuesday, May 22, 2018 | 4-5 PM ET

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.

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Where annuities fit in a fiduciary adviser’s practice

Wednesday, May 16, 2018 | 4-5 PM ET

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?

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Teaming up: How to expand your practice through partnerships

Thursday, May 03, 2018 | 4-5 PM ET

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.

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Cracking the Code: Making Sense of Alternative Investments

Thursday, April 26, 2018 | 4-5 PM ET

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.

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The how, when and where of managed accounts

Tuesday, April 17, 2018 | 4-5 PM ET

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.

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Advice Alpha: Re-defining value – and success – for an advice-centric era

Thursday, April 12, 2018 | 4-5 PM ET

As investors and consumers become more empowered by technology, competition and pricing, the economics of advice and the business models supporting the delivery of advice must quickly evolve.

Importantly, the concept of success for both advisers and their clients is being re-defined.

New research from InvestmentNews and Cetera shows that success will be assigned to a range of considerations, notably intangible and emotional value, as well as predictive planning and effective engagement strategies. A move to more dynamic offerings and pricing will be required to maintain a vibrant and viable business – and ultimately shift from an adviser-centric to a truly advice-centric industry.

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Why to Invest in China Now

Tuesday, March 27, 2018 | 4-5 PM ET

Over the past several years, many U.S. equity investors have been hesitant to venture abroad. But international growth possibilities — particularly those in China — now may present a compelling opportunity.

Before making recommendations to their clients, advisers should know more about investing in China. In an exclusive webcast intended specifically for advisers, InvestmentNews and Matthews Asia — who has been investing in Asia for over 25 years — will explore the opportunities and challenges of investing in China now.

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Where will the fates lead us in 2018: a path of inflation, growth or both?

Tuesday, March 20, 2018 | 4-5 PM ET

FlexShares and InvestmentNews will look back at 2017 and what the implications of the market in early 2018 might have in store for the remainder of the year. A more in depth look into ESG innovations will also be explored, along with what we believe to be the differentiated themes that have emerged against the backdrop of the global economy.

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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 Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report.

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