Webcasts for Financial Managers

Upcoming Webcasts

Archived Webcasts

    • Successfully Accounting For Social Security in Retirement

    • August 27, 2015
    • Sponsored by LPL Financial
    • Hear from industry experts regarding the best ways to incorporate Social Security benefits into overall retirement planning. Learn about early withdrawal penalties and what is expected to change in the coming years so advisors can better prepare their clients.
    • 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.
    • Four Keys to Unlocking Muni Potential

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