Webcasts for Financial Managers

Upcoming Webcasts

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Archived Webcasts

    • 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.
    • Understanding the New Regulatory Landscape

    • June 14, 2016
    • Sponsored by Nationwide
    • The DOL’s Fiduciary Rule is changing the market landscape for financial and investment advisors and professionals are still working to unravel the rule in its final form. Reserve your spot for this webcast to learn what adjustments you need to make to your business practices now and the preparations you must make for the future to meet the new regulations.
    • 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.