Webcasts for Financial Managers

Upcoming Webcasts

    • Four Keys to Unlocking Muni Potential

    • June 30, 2015
    • Sponsored by Wells Fargo
    • Join ThinkAdvisor & Well Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.
    • Is Factor Investing Active Management?

    • July 9, 2015
    • Sponsored by Northern Trust/FlexShares
    • In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.

Archived Webcasts

    • Investing Strategies from the Best SMA Managers

    • June 9, 2015
    • Sponsored by Envestnet
    • Join ThinkAdvisor for this live, interactive webcast and hear from the winners of the 2015 SMA Mangers of the Year on impact investing strategies and strategies launched by institutional money managers that delivered meaningful results for their clients.
    • The Great Asset Allocation Debate

    • May 7, 2015
    • Sponsored by LPL Financial
    • If the best portfolio strategy adds 125 basis points annually over a competing investment strategy over the long haul, investors would do well to work less hard trying to optimize their portfolios and instead figure out ways to achieve returns closer to that of their benchmarks—maybe like low-cost ETFs. However, advisors could try to narrow the gap between investment returns and investor returns through real discipline of the sort an advisor can impose. So how do you know which strategy works best for you and your clients? Join Think Advisor for this live, interactive webcast, sponsored by LPL, and hear from industry experts representing both perspectives. Attend this online-only event and learn which investment strategy aligns best with your objectives.
    • Create a Flexible, Protected Income Strategy

    • April 29, 2015
    • Sponsored by MetLife
    • This webcast will transform how you approach retirement strategy. Help grow your business by providing your clients with a plan that offers guaranteed income for life, growth within the market and real-life flexibility.
    • Incorporating Long-Term Care in Retirement Portfolio Planning

    • April 23, 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.
    • How to Make Your Client Your Advocate

    • April 16, 2015
    • Sponsored by Investment Center, Inc.
    • ThinkAdvisor and The Investment Center, Inc. speak about where advisors currently go wrong, how they can improve, and uncover real examples and suggestions others have missed.
    • Is Long Term Care Planning the Next Big Opportunity for Advisors?

    • April 8, 2015
    • Sponsored by Genworth Financial
    • Seventy percent of consumers over the age of 65 will need long term care (LTC) at some point in their lifetime. In this 60-minute webinar, National Underwriter Life & Health and Investment Advisor will be announcing the results of their "Long Term Care Study."
    • Volatility Returns with a Vengeance: Battle Plans For Advisors

    • March 25, 2015
    • Join Think Advisor for this live, interactive webcast and hear from industry experts as they discuss how advisors can protect their client during volatile times. Attend this online-only event and learn what indicators advisors should pay more attention to than others before making investing decisions for their clients.
    • Dispelling the Myths of Closed-End Funds

    • February 12, 2015
    • Sponsored by Nuveen
    • Join Anne Kritzmire, Managing Director of Closed-End Funds & Global Structured Products, as she dispels seven commonly held misconceptions about closed-end funds and provides resources to help you further your understanding of how the funds work.
    • 3 Solutions to Your Succession Planning Problem

    • January 28, 2015
    • Sponsored by LPL Financial
    • How advisors execute their exit from the business they spent decades building is no less momentous a decision than the succession decision of their business owner clients. We’ll present the options and suggest which solution best meets your business model, and timing.
    • 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.
    • 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.