Archive Webcasts

Making an IMPACT with impact investing

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

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Transform your practice: How you may be able to scale your business to the next level

Tuesday, November 27, 2018 | 4-5 PM ET

With growth on your mind, many financial advisers are searching for a new approach. But how can you run an independent practice while still being armed with support? Join InvestmentNews for a special webcast to explore a new approach – Schwab’s independent branch model – which is resonating with advisers from all channels.

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Advisor wellness: Takeaways from study

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

Advisors are continually focused on adjusting client portfolios for maximum return while also managing risk. But is the same true for how they manage their own ‘wellness’ portfolio?

In late 2017, FlexShares surveyed more than 700 financial advisors on their own perceived wellness. They were queried across a variety of criteria. The survey reveals that advisors are stressed – 25% more stressed than the average American.

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.

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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.

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Technology Integration: The ABC’s of assembling the perfect technology dashboard

Tuesday, October 30, 2018 | 4-5 PM ET

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.

In this live, interactive video webcast, InvestmentNews and some of the fintech industry’s brightest minds will discuss how integration and adoption can take your practice to the next level.

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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.

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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.

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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.

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Reverse mortgages: A “new” tool for planners to grow their business and better serve their clients

Tuesday, October 02, 2018 | 4-5 PM ET

While reverse mortgages are not really new, this session will help you learn about today’s products that offer many more options and built-in safeguards to ensure a great client experience. New private loan programs allow qualified applicants to borrow up to $4 million in up-front cash. Clients can also choose the classic FHA-backed Home Equity Conversions Mortgage (HECM) with a line of credit that is guaranteed to grow over time.

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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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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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