Archive Webcasts

Socially Conscious Investing Through ETFs

Tuesday, July 10, 2018 | 4-5 PM ET

In the overcrowded ETF space, exchange-traded funds that screen for environmental, social and governance factors are a real standout. Why? Because socially-conscious ETFs deliver more than market returns. They deliver on the principles-based investing strategies favored by female and millennial investors.

Join us for our one-hour video webcast, part of our the Innovators in Investing series, when InvestmentNews’ senior columnist John Waggoner sits down with industry thought leaders to discuss how socially-conscious investing through ETFs could re-shape your practice and boost your value proposition.

Sponsored by

Understanding the economics of independence

Thursday, June 28, 2018 | 4-5 PM ET

As the RIA model continues to evolve, there are a growing number of opportunities for advisers to strategically manage their own businesses and improve their overall financial performance. This live, interactive webcast will specifically explore how the economics of the advice are changing – and how advisers can actively manage revenues and expenses to drive growth by leveraging the independent model.

Sponsored by

Building an AI powered advisory business

Thursday, June 14, 2018 | 4-5 PM ET

Gartner predicts that through 2020, organizations using system design in new artificial intelligence projects will achieve long-term success four times more often than others. With the quick advancement of technology, a business future powered by intelligent data and predictive analytics becomes more real every day. Join this session where we will dissect a real business case and outline the key strategies of building a robo-ized business operation.

Sponsored by

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.

Sponsored by

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.

Sponsored by

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.

Sponsored by

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?

Sponsored by

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.

Sponsored by

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.

Sponsored by

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.

Sponsored by

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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