InvestmentNews Webcasts

Evolving Models of Advice in the Age of Longevity
CE Credit Approved

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.

Sponsored by

Accepted for 1 CE Credit by the CFP Board.

Register Today
How to Take a Diversified Approach to Investing in Listed Real Assets
CE Credit Approved

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.

Sponsored by

Accepted 1 CE Credit by the CFP Board.

Available Now
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.

Sponsored by

Available Now
Advisor wellness: Takeaways from study

Advisor wellness: Takeaways from study

Thursday, November 15, 2018 | 4-5 PM ET

In this exclusive video webcast, we’ll discuss the survey results with its sponsor FlexShares ETFs; research firm Riedel Strategy; and Dr. Ari Levy, a medical doctor and MBA who treats financial advisors in a holistic fashion.

Sponsored by

Available Now
2018 Midterm election market impact

2018 Midterm election market impact

Thursday, November 08, 2018 | 4-5 PM ET

Every election cycle is preceded with market uncertainty. 2018 is no exception. Join us as we unpack the implications of this year’s mid-term election. In this we will explore if and how any shifts in the balance of power may impact.

Sponsored by

Available Now

Technology is the life blood of your advisory practice. It keeps you moving, it keeps you efficient, and it keeps you a step ahead. But how can you get the most from your technology? It is all about finding the right technology that works best together and using it to its fullest capability

Sponsored by

Available Now
How to nudge your clients into better retirement decisions

How to nudge your clients into better retirement decisions

Tuesday, October 23, 2018 | 4-5 PM ET

Advisors long have known that clients can be overwhelmed by the many choices and assessments they are tasked with, leading them to make irrational investment decisions. Now, research in the field of behavioral finance confirms that mental shortcuts and emotions shape everyone’s financial decision-making which can lead to less-than-optimal results.

Sponsored by

Available Now
Grow Your Practice Without Increasing Complexity

Grow Your Practice Without Increasing Complexity

Tuesday, October 16, 2018 | 4-5 PM ET

Competition among financial advisors has never been more intense. But the opportunities for practice growth also have never been greater. This timely webcast will focus on proven, practical ways that financial advisors can build their business in the current competitive environment.

Sponsored by

Available Now
Remember cash? Surprising developments in a ‘forgotten’ asset class

Remember cash? Surprising developments in a ‘forgotten’ asset class

Thursday, October 11, 2018 | 4-5 PM ET

Years of near-zero interest rates relegated cash to a minor role in investors’ portfolios. But the winding down of post-crash policies have been accompanied by a rise in short-term rates — casting a spotlight on the approximately $4 trillion in cash now sitting uninsured at banks and the $3.2 trillion earning no interest. In this timely webcast, leaders in the field of cash management will explain why advisors should re-examine how they think about cash in client portfolios, and how to manage it.

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.

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