Webcasts

Upcoming Webcasts

    • 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.

Archived Webcasts

    • ETFs: From Alpha to Omega and Everything in Between

    • July 24, 2014
    • Join ThinkAdvisor for this all-day, live digital virtual conference focusing on the most pressing topics related to ETFs for investment advisors. Attend expert-led panel sessions by Rob Arnott and Mebane Faber to earn up to 5 CFP Board Credits.
    • 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.
    • Making Room for Forex in Your Practice - Safely

    • February 18, 2014
    • Sponsored by IMCA
    • This free webcast will help advisors understand when and how to move dollars abroad; the risks of transferring assets; FATCA and FBAR problems their clients with assets overseas will face; and issues concerning multi-currency mortgages.
    • 2014 Advisor Success: Critical Client Communication Practices To Grow Your Business

    • February 13, 2014
    • Sponsored by LPL Financial, Commonwealth, TD Ameritrade, Pershing, Cambridge, United Planners, Sigma Financial
    • The advisory industry is unusual in that the interdependence between advisor and client that is needed to succeed is frequently marred by suspicion and distrust. Join ThinkAdvisor for this final part in a three part live webcast series and hear from a panel of experts as they discuss proven ways regarding how to restore and strengthen the advisor-client relationship through practical and readily implementable communication techniques.
    • 2014 Advisor Success: Top Investment Opportunities For Better Balanced Portfolios

    • January 30, 2014
    • Sponsored by LPL Financial, Commonwealth, TD Ameritrade, Pershing, Cambridge, United Planners, Sigma Financial
    • From equities to fixed income, today’s portfolio managers need to be able to distinguish between “desert island” portfolio choices that investment managers are convinced will be long-term winners and those that are merely short-term swoons adversely affecting quarterly performance.