Webcasts for Financial Managers

Upcoming Webcasts

    • 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.
    • 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.
    • 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.
    • 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.

Archived Webcasts

    • 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.
    • Life Management for Today’s Advisors and the Next Generation

    • March 25, 2014
    • Sponsored by Cambridge
    • Practice Management and coaching won’t get you where you want to go. You must look beyond your practice and take on a more holistic view – including the goals for both your personal and professional life. In other words, go beyond traditional practice management and focus on life management.