Webcasts

Upcoming Webcasts

Archived Webcasts

    • Cultivate Digital Wealth Management Success through Automation

    • May 11, 2017
    • Sponsored by Laserfiche
    • Mega trends continue to impact the wealth management industry. Trends such as new digital competition, increasing compliance standards, fee pressures, and an aging advisor population. What is needed to stay ahead of the curve and ensure a culture of success for firms in the coming years?
    • Fighting Low-Health Care Literacy: Why Education Matters

    • May 3, 2017
    • Sponsored by Aflac
    • Join this complimentary webcast to understand how to better connect with consumers so you can develop high-value packages that work for both sponsors and beneficiaries and learn how to help your clients meet the challenge of fulfilling employee needs and expectations.
    • Turbocharging Firm Productivity with Smart Tech Integration

    • April 12, 2017
    • Sponsored by Envestnet
    • Energize your firm’s productivity with technology by joining the experts at Envestnet as they share how to increase profitability and gain a competitive edge with evaluation tips for selecting the best technology tools to integrate with your existing platforms.
    • Rethinking Longevity & Retirement

    • March 21, 2017
    • Sponsored by Nationwide
    • Americans are living longer and healthier lives, and these added years can create new challenges for retirement income planning.
    • How to Avoid the Pitfalls of Poor Communication

    • March 15, 2017
    • Sponsored by Citrix ShareFile
    • Ineffective or inappropriate communication can kill a sale. Join this complimentary webcast, where experts will discuss key ingredients of effective communications, from messaging to delivery.
    • 7 Key Steps to Adopting New Technology in 2017

    • January 31, 2017
    • For many, the New Year means new technology being implemented at the practice. One of the biggest challenges facing advisory firms today is getting the team on board with these new programs. Improper planning, skepticism and lack of commitment are just some of the factors that often plague such projects from the start. Without buy-in and adoption, firms cannot realize the full benefits of technology designed to increase efficiency and productivity.
    • The Blueprint to Thrive in a Post-DOL World

    • December 13, 2016
    • Sponsored by Salesforce
    • Join this complimentary webcast that will provide a deeper appreciation for these client segments and their needs, and show how advisors can offer protection and guaranteed income to make their clients more retirement confident.
    • Growing Revenue and Profitability in 2017

    • November 17, 2016
    • Sponsored by Pershing
    • This complimentary webcast will cover how tech has increased firm revenues, tips to help you gain wallet share from existing clients as well as gaining new contacts. We will also provide a road-map for evaluating, buying and implementing the right technology at your firm!
    • Charitable Trends and Tax Strategies for Year‐End Planning

    • October 26, 2016
    • Sponsored by Fidelity
    • This complimentary webcast will cover charitable donations and planning, including some key year‐end tax considerations. We will provide an overview of the benefits of charitable gifting, tax planning strategies in years of unique income and review important contribution deadlines for qualifying deductions.
    • A Deeper Dive on the DOL Fiduciary Rule

    • September 13, 2016
    • Sponsored by Nationwide
    • Nationwide is providing a deeper look into the rule’s implications and a discussion of decisions firms will need to make in order to comply.
    • The DOL Fiduciary Rule: What Now? What Next?

    • August 24, 2016
    • Sponsored by ThinkAdvisor, National Underwriter and The Wagner Group
    • Many affected firms and individuals are well-versed in the complexities of the new rule but still have detailed questions. Others are still familiarizing themselves with the new rule and struggling to gain an understanding.
    • How the Best Managers Navigate Volatility, Brexit and Impact Investing

    • August 10, 2016
    • Sponsored by Envestnet
    • Investing challenges are everywhere you look around the world. Brexit, central bank interest rate policies and the growing desire of investors to see their investments produce social change result in a portfolio-building dilemma for advisors.
    • How to Build an Efficient and Nimble RIA Practice

    • May 26, 2016
    • Sponsored by Laserfiche
    • Operating in a highly regulated industry while meeting regulatory mandates can be very labor intensive and a black hole for firms with tight resources. During this webinar you will gain a firsthand look at the perfect recipe to remain compliant without adding additional full time staff.
    • The DOL Fiduciary Rule Part II – Deciphering the Final Rule

    • May 11, 2016
    • Sponsored by American Portfolios Financial Services, Inc.
    • With the enactment of the DOL Fiduciary Rule unveiled on April 6th, there are several wins for the advisor community thanks to input from the financial industry, and many challenges as well.