InvestmentNews Webcasts

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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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.

2019 Outlook: Where do we go now?

2019 Outlook: Where do we go now?

Tuesday, January 29, 2019 | 4-5 PM ET

After ending last year with one of the most painful Decembers on record, the stock market has marched to a more positive beat in January. Will the upturn last? Is a deeper correction likely in 2019? A recession? What about interest rates and the bond market?

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Evolving Models of Advice in the Age of Longevity

Evolving Models of Advice in the Age of Longevity

Thursday, January 24, 2019 | 4-5 PM ET

This webcast will address how financial professions can bring value to their clients through retirement income strategies.

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How to Take a Diversified Approach to Investing in Listed Real Assets

How to Take a Diversified Approach to Investing in Listed Real Assets

Thursday, December 20, 2018 | 4-5 PM ET

In this exclusive webcast, Brookfield Asset Management’s Public Securities Group will discuss how listed real assets can provide not only diversification and balance, but also may meet advisor and client goals for income, capital appreciation and inflation protection.

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Making an IMPACT with impact investing

Making an IMPACT with impact investing

Tuesday, December 18, 2018 | 4-5 PM ET

Go inside the numbers with the latest research on IMPACT investing and learn how these solutions can be integrated into every client’s portfolio.

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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.

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

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