Archive Webcasts

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.

Sponsored by

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

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.

Sponsored by

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.

Sponsored by

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.

Sponsored by

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.

Sponsored by

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.

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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