Webcasts for Financial Managers

Upcoming Webcasts

    • Smart Ways to Balance Portfolios with Alternatives

    • December 1, 2014
    • Sponsored by Behringer
    • There’s more to an investment portfolio than just stocks and bonds. More specifically, there’s more staying power to a portfolio that makes room for the diversification benefits of alternative investments, which include hedge funds, managed futures, real estate, commodities and derivatives and do not include one of the three traditional asset types—stocks, bonds and cash. Despite their rising popularity, a significant proportion of advisors focused on traditional stocks and bonds don’t fully understand how to incorporate alternatives into their portfolio balancing strategies, and as a result are missing out. Join Think Advisor, for this live, interactive webcast sponsored by Behringer and hear from industry experts regarding how to successfully add alternatives to your offerings.
    • Incorporating Long-Term Care in Retirement Portfolio Planning

    • April 15, 2015
    • Sponsored by Nationwide
    • Clients are sometimes shell-shocked when they look at long-term care investment options. Smart advisors must be able to effectively communicate the importance of long-term care when creating a retirement portfolio but also be sensitive to their clients’ pain threshold.

Archived Webcasts

    • Target-Date Investing in the Open-Architecture Era

    • November 20, 2014
    • Sponsored by John Hancock Investments
    • What is the manager of managers approach all about and why is it beneficial to retirement advisors? Attend this live virtual conference and learn the method behind how John Hancock Investments finds proven portfolio teams with specialized expertise for every fund in their open-architecture retirement portfolios.
    • Successfully Guiding Your Clients At Every Stage

    • November 12, 2014
    • Sponsored by Fidelity
    • Some life events come suddenly and unexpectedly – including the loss of a job, a marriage, a loved one. And when these happen, money is often the last thing anyone wants to think about, despite it being one of the most important. Advisors need to be close to their clients in order to serve their needs throughout their lifetime. But how do they do that?
    • How to Work Social Security Into Your Client’s Retirement Portfolios

    • November 5, 2014
    • Sponsored by LPL Financial
    • More changes are on the horizon for Social Security so it’s important for you to stay knowledgeable and up-to-date. Discover how you can adequately advise and educate your clients about Social Security, the changes that are approaching and the best way to fit it into their specific retirement plans.
    • How Will Rising Rates Impact Global Markets?

    • October 30, 2014
    • Sponsored by T. Rowe Price
    • Federal Reserve policy makers have long been warning of a gradual normalization of monetary policy, but only recently put a date on that policy shift, saying October will be the last month of its extraordinary bond buying program and November the first month without such purchases. The Fed has yet to clarify the timing and pace of interest rate increases, though most officials are suggesting such hikes would not take place until 2015.
    • Wealth management strategies: Maximizing the value of 529 plans

    • October 21, 2014
    • Sponsored by Columbia Management
    • While 529 plans have been designed to allow families to save and invest for college, there are many features that participants may benefit from in ways most are unaware of. This presentation “turns the page” on 529 plans to explore their numerous benefits and the mechanics of how to maximize their value, particularly in light of the new tax laws.
    • The Great Debate: Is There A Possible Free Ride in Portfolio Risk Management?

    • October 15, 2014
    • Sponsored by Invesco PowerShares, United States Commodity Funds, and AdvisorShares
    • Join ThinkAdvisor for this live, interactive webcast and hear from industry experts as they debate high risk vs. low risk theories and explain how to create a portfolio for your client’s specific risk threshold. Earn up to 1 CFP credit for attending.
    • Crash Course In Bear Market Survival

    • October 7, 2014
    • Sponsored by IMCA
    • Investors are more apt to miss opportunities waiting for the stock market to crash while others will sell in panic when it finally does crater. But such portfolio disasters don't need to happen if investors let market history guide them.
    • Cultivating Clients or Monitoring Markets: How to Outsource Portfolio Management

    • September 30, 2014
    • Sponsored by The Investment Center, Inc.
    • Join Think Advisor for this live, interactive webcast, sponsored by The Investment Center and hear directly from industry experts as they discuss how to help advisors understand the pros and cons of portfolio outsourcing, how to choose the right partner and how to smoothly transition fee-structure changes.
    • Recruiting and Cultivating Next Generation Talent to Grow your Firm

    • September 23, 2014
    • Sponsored by Fidelity
    • As more advisors near the age of retirement or consider organizational expansion, recruiting and cultivating the next generation of talent has become an imperative. In this webinar, gain insights from other advisors and Fidelity experts on how to attract and engage Gen Y employees at your firm.
    • Solved: The 5 Critical Questions to Ask Before Going Independent

    • September 10, 2014
    • Sponsored by Securities America
    • As a financial representative at a regional brokerage firm or national financial institution, you’ve heard the stories: Independent advisors say the grass really is greener on the other side and that they wish they’d made the transition sooner. This free one-hour webcast on September 10 features an advisor who made that very move, and he’ll tell you what to expect and how you’ll feel after going independent.
    • Five Tough Clients and How to Spur Them to Action

    • August 21, 2014
    • Sponsored by Wells Fargo
    • During this interactive webinar, experts Dr. Brian Jacobsen and Dr. Rick Jensen will share case studies of five tough clients and cover approaches to working more effectively with them. Learn the simple steps you can take to help each one act with confidence and achieve better results.
    • ETFs: From Alpha to Omega and Everything in Between

    • July 24, 2014
    • Exchange-traded products encompass virtually every strategy advisors employ—be it the alpha they want from actively traded funds, the beta they derive from traditional index funds or smart beta from alternative indexes, not to mention the "advisor's gamma" they get from managing portfolios that include ETFs' advantageous product structure.
    • Time to Retire the Idea of Retirement?

    • July 16, 2014
    • Sponsored by IMCA
    • Rising longevity, advances in health care and increasing affluence made current conceptions of retirement possible. Yet an economy that today provides less opportunity is chipping away at Americans’ retirement dreams; and a declining base of taxpayers makes our Social Security system fatally vulnerable.
    • Asset Allocation Evolution: An innovation in risk-based investing

    • June 25, 2014
    • Sponsored by Columbia Management
    • During the session, we will discuss the evolution of asset allocation and what we believe to be the next wave of innovation in building multi-asset portfolios - one that starts with the framework of risk diversification and builds on it through a more flexible, forward looking and adaptive approach to navigating today’s markets. Our research shows that returns of major asset classes exhibit significantly different risk/return characteristics in different identifiable market environments.
    • The Best Money Managers: How and Where They’re Investing Now

    • June 10, 2014
    • Sponsored by Envestnet
    • For 10 years, Investment Advisor and Envestnet PMC have named the SMA Managers of the Year in multiple categories. The winners this year will be announced on May 17th. Then on June 10th, two of the winners will be featured as speakers in an exclusive webcast. These managers are active in one of our award categories: domestic or international equities in every cap size, taxable and tax-free fixed income, and a specialty sector that includes managers who are experts in real estate, convertible bonds and MLPs. Join us to hear directly from two of these top managers as they share secrets of their past successes and reveal how they’re responding to current market conditions.
    • What You Don’t Know About Social Security Benefits..but Should

    • April 1, 2014
    • Sponsored by Nationwide
    • Regardless of the level of wealth that your clients enjoy, if you’re not providing them with knowledgeable advice about when and how to take their Social Security benefits—and their spouse’s—then you’re not adequately preparing them for a successful retirement. Join ThinkAdvisor for this live, interactive webcast, sponsored by Nationwide to learn the latest strategies for maximizing and timing those benefits, which will maximize your clients’ commitment to you.