InvestmentNews Webcasts

How innovation is reshaping financial advice
CE Credit Approved

How innovation is reshaping financial advice

Thursday, May 16, 2019 | 4-5 PM ET

In this video webcast, seven of the nation’s most successful advisers share secrets, strategies and tips on how they inspire innovative thinking and what they are doing to prepare for the next wave of innovation that will sweep the financial advice profession.

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

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What’s Driving ESG Investing in Asia?
CE Credit Approved

What’s Driving ESG Investing in Asia?

Tuesday, May 14, 2019 | 4-5 PM ET

Please join us for an exclusive webcast with Matthews Asia portfolio manager Vivek Tanneeru, ESG analyst Kathlyn Collins and vice president of business development Darryl Celkupa for an interactive discussion on:

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

Available Now
Benchmarking the Latest Trends in Adviser Technology
CE Credit Approved

Benchmarking the Latest Trends in Adviser Technology

Tuesday, May 07, 2019 | 4-5 PM ET

Over the past eight years, the typical advisory firm has more than doubled the amount spent annually on the technology that powers their business. The wealthtech ecosystem is now evolving almost as fast as the consumer arena – and investor expectations with them. Technology, then, is more than just a cost to do business – it’s a crucial differentiator in both the back office and client-service arenas, from driving efficiencies and adviser productivity to creating seamless user experiences for clients.

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

Available Now
ESG: The key to building your next generation of client

ESG: The key to building your next generation of client

Tuesday, April 23, 2019 | 4-5 PM ET

The bottomline: Your next generation of clients is demanding more impact in their portfolio. Are you prepared for this new reality?

Join InvestmentNews on a critical webcast for the future of your practice. How can you use ESG to attract (and retain) your next generation of clients?

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Technology integration: What’s next in fintech

Technology integration: What’s next in fintech

Tuesday, March 26, 2019 | 4-5 PM ET

The fintech space is evolving rapidly and advisers want to find a way to stay on the cutting edge. But what can they do to stay ahead of the curve without getting overwhelmed by the status quo disguising itself as innovation?

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Available Now

With assets, revenues and profits increasing significantly over the last decade, many RIA firms have been presented with the opportunity to scale their businesses and rapidly transform the structure and focus of their firms – all while reshaping their strategic plans for future growth in the process. Our recent research shows that the firms that have grown the fastest have excelled at defining their focus.

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Volatility 2019: What every adviser needs to know

Editorial

Volatility 2019: What every adviser needs to know

Tuesday, February 19, 2019 | 4-5 PM ET

Because the stock market has been so strong for so long, extreme market volatility and downturns may be foreign territory to investors and some financial advisers. In this exclusive webcast, learn how to keep your clients and your business safe.

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.

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

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