Archive Webcasts

Pricing, profitability and growth: The strategies of top-performing advisory firms

Thursday, September 27, 2018 | 4-5 PM ET

The fastest-growing and most successful advisory firms are taking a strategic approach to managing their current and future growth. In this webcast, InvestmentNews will present the exclusive results of its new 2018 Pricing & Profitability Study, which will highlight how top-performing firms are growing their assets and revenues – and ultimately boosting their profits and partner incomes.

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The future of investment management: A balance of scale and customization

Thursday, September 06, 2018 | 4-5 PM ET

As advisers are looking to provide more personalized and customized services to their clients, the role of investment management within an advisory firm is being re-examined by many.

In this exclusive video webcast, several of the industry’s thought leaders and top advisers will provide you with actionable advice that will allow you to scale, customize and grow your business. In addition, this webcast will feature key findings from a new FlexShares Exchange Traded Funds research study, The Race to Scalability 2018, which focuses on how different types of advisory firms are approaching investment management – either by outsourcing to an external manager, or developing expertise in-house.

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Managing NextGen advisers to grow a practice

Wednesday, August 29, 2018 | 4-5 PM ET

Learn how to train and manage the next generation of financial advisers from other advisers who have developed strong training programs. These advisers will detail the areas they focus on and their methods.

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Keys to Unlocking Sustainable Growth in Emerging Markets

Tuesday, July 31, 2018 | 4-5 PM ET

How should investors access sustainable growth and sustainable equity returns in emerging markets? We believe the answer lies in an Asia-focused investment approach that taps into domestic demand and the growth of new opportunities in small and midsize companies. Ultimately, you are not investing in a region but in companies—meaning that corporate governance is a key factor.

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Solving the planning gap – Health care costs in retirement

Tuesday, July 24, 2018 | 4-5 PM ET

For many clients, health care costs will be their largest expense in retirement. However, most do not—or do not know how to—accurately plan for these costs, widening the “planning gap” between how investors think and how financial advisors plan. Still, 78% expect their financial advisor to advise them on planning for these costs—presenting an opportunity for advisors to help them create a retirement income plan for health care costs in retirement.

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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.

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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.

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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.

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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

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.

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