InvestmentNews Webcasts

Managing Volatility with ETFs
CE Credit Approved

Managing Volatility with ETFs

Tuesday, July 30, 2019 | 4-5:00 PM ET

How to manage volatility is always top of mind for advisers and investors. But how can great advisers utilize exchange-traded funds to help navigate difficult market conditions? Join us for a special webcast to learn strategies and tactics for using ETFs to weather turbulent markets.

Sponsored by

Accepted for 1 CE Credit by the CFP Board and 1 credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Register Today
Get the full story: Retirement income strategies for your practice

Get the full story: Retirement income strategies for your practice

Tuesday, July 16, 2019 | 4-5:00pm ET

In this exclusive webcast, join our panelists as they share why planning is a critical part of determining an appropriate retirement income approach, strategy, and solution.

Sponsored by

Available Now
Behavior University: Inside the mind of clients
CE Credit Approved

Behavior University: Inside the mind of clients

Tuesday, July 09, 2019 | 4-5:00 PM ET

In this video webcast, sponsored by Brinker Capital, Matt Ackermann of InvestmentNews, and Brinker Capital’s Daniel Crosby and Noreen Beaman will examine clients from the inside out to make the unpredictable more predictable and examine how a more behavioral approach can give you a leg up when it comes to your clients and your business.

Sponsored by

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

Available Now
Lessons from Amazon Web Services (AWS): Automating compliance in the cloud

Lessons from Amazon Web Services (AWS): Automating compliance in the cloud

Thursday, June 20, 2019 | 4-5:00 PM ET

It’s no secret Amazon Web Services (AWS) has transformed just about every industry with its relentless client focus and secure data management.

Sponsored by

Available Now
SEC Advice Rule: What you need to know immediately

SEC Advice Rule: What you need to know immediately

Thursday, June 06, 2019 | 4-4:30 PM ET

The Securities and Exchange Commission’s final investment advice reform package has been more than a year in the making. Regulation Best Interest requires brokers to take on a more client-focused mindset than their current suitability standard, but just how far does it go toward a true best-interest responsibility?

Sponsored by

Available Now
How innovation is reshaping financial advice

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.

Sponsored by

Available Now
What’s Driving ESG Investing in Asia?

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:

Sponsored by

Available Now
Benchmarking the Latest Trends in Adviser Technology

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.

Sponsored by

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?

Sponsored by

Available Now

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.

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.