LOGIN
ADVISOR SERVICES
ADVICE
- 401(k) plans
- Annuities
- Business Transitions
- Compliance/Fraud
- Economy
- Education/529
- Estate Planning
- Insurance
- Practice Management
- Retirement Income
- Retirement Planning
- Social Media
- Tax Planning
- Women in Planning
INVESTING
- Alternative Investments
- Analysis
- Commodities
- ETFs
- Fixed Income
- Green
- International
- Mutual Funds
- Real Estate/REITs
- U.S. Equity
RESEARCH
MORE SERVICES
Cultivating Centers of Influence
The Most Powerful Way to Source
New Affluent Clients
Webinar Presentation
Registration fee: $49.95
Each attendee will receive a copy of The Family Office: Advising the Financial Elite
 |
|
|
Speaker |
There are many ways to source the wealthy for your expertise. Nevertheless, centers of influence are generally recognized as instrumental to building a solidly successful practice with affluent clients. While extensive empirical research strongly supports the central role centers of influence can play in accessing the affluent, the greater majority of financial advisors and other professionals have limited success in generating a steady stream of new wealthy clients from these sources.
This webinar, conducted by Russ Alan Prince, the leading authority in the private wealth industry, will provide you with a systematic methodology for effectively cultivating centers of influence. You’ll gain a broad and expansive understanding of the various types of centers of influence as well as how to effectively map their practices and create an economic bond thereby enabling you to quickly monetize your evolving professional relationships.
This program is Accepted for 1.5 CE hours toward the
CIMA®/CIMC®/CPWA® designations
Produced by
Naked Retirement
Complimentary Webinar
 |
 |
|
Speaker |
Moderator |
Change the way clients think about and plan for retirement by providing a crucial step to the financial planning process that is often never addressed and can cause new retirees to feel lost and unfulfilled during their first days, weeks, and even years of retirement.
Take a step beyond the traditional dollars and cents and help clients and prospects alike plan for everyday life in retirement including how to:
- Replace their work identity
- Fill their time with meaningful tasks and projects
- Stay connected to family and friends still working
- Remain mentally and physically sharp
Too many people start their first day of retirement with only a financial plan to guide them. Solidify your relationship and value proposition by helping clients get proactive about the next phase of their life.
This program is pending approval from the CFP® Board and IMCA
Presented by
ARCHIVES
The Roadmap to Even Greater Success
Complimentary Webinar
May 22, 2013
Time: 2:00-3:00 pm EDT
 |
|
Speaker |
Have you ever wondered why some people seem to achieve their goals better than others?
Have you ever wondered how some people are able to motivate themselves to do the necessary things that are unpleasant or uncomfortable to achieve their goals?
Have you ever noticed that some people are un‐phased by all the negative events around them and plow through to achieve their goals anyway?
Would you like to tap into an inner strength you may not even be aware you have that will improve your results in all of the areas that matter most to you, such as business success, health & fitness, and relationships?
What if just investing one hour of your time could unlock more of your true potential to be your best?
It almost seems like these people have a roadmap to success that the rest of the world doesn’t have. They do! And you can create your own personal success roadmap. This webinar will show you how. It might be simpler than you think. It’s certainly worth an hour to find out.
In this webinar you will learn:
- The power of tapping into your personal, emotional “why.” This is “why” the most successful people in life, business, and sports are able to achieve so much more compared to everyone else. It’s been said that when you are clear about your reasons why you can achieve almost any what.
- How to define your goals (the tangible “what” you want) in the most compelling way possible and in alignment with the emotional why you want them. This is what will truly motivate you to do the work required to achieve these goals.
- The success metrics that define and drive your professional success and personal happiness, so you can move the needle on these dials to produce the results you need and want.
- How to achieve work / life balance so that you don’t just make more money, but you live a great life!
This is a great business where you can earn Ideal Life income and have time freedom while helping others, yet even successful advisors struggle with cash flow and / or work more than is truly necessary.
Join us for an hour that could truly improve your business and your life.
Bill Bachrach, CSP, CPAE is considered the financial services industry’s leading authority on building high-trust client relationships. He is a popular keynote speaker and successful financial professionals from around the world subscribe to the Values-Based Financial Planning™ turn-key business model to establish themselves as top 1% advisors in terms of value for their clients, financial success, and quality of life. www.billbachrach.com
Presented by
3-Part Webinar Series
May 21, 2013
2:00-3:00 pm EDT
Click here to register
 |
 |
|
Speaker |
Speaker |
Is fear stopping your clients from investing in equities? Attend our third webinar.
Part III: Fear-Less Equity Investing
May 21, 2013 | 2:00-3:00 pm EDT
Now is the time to help your clients move off the sidelines and strike a prudent balance between short-term security and long-term growth. Join Janus to learn how to re-engage clients and build stronger emotional connections using actionable, easy-to-understand terms based on proven behavioral finance principles.
This webinar will provide you with actionable strategies to:
- Combat investors' misplaced fears.
- Communicate more effectively with your clients in the current climate.
- Prompt positive client action.
Part I: Stocking Up On Equities: 2013
April 9, 2013 | 2:00-2:30 pm EDT
Click Here For The Video Replay And The Presentation Slides
How do you turn risk-off into equities-on? While there are more reasons than ever to invest in stocks, making the case to post-crash clients can be a challenge. Learn what to say to help clients now.
Part II: Actively Beating Passive
April 30, 2013 | 2:00-2:30 pm EDT
Click Here For The Video Replay And The Presentation Slides
In 2013, the case for active-beating-passive investment strategies is stronger than ever. Learn why a convergence of factors may make the current market and economic environment a particularly opportune time for active investing.
Part III: Fear-Less Equity Investing
May 21, 2013 | 2:00-3:00 pm EDT
| Sponsored by |
 |
Mutual fund investing involves risk; principal loss is possible. Equity and fixed income securities are subject to various risks including, but not limited to, market risk, credit risk, and interest risk.
FOR BROKER/DEALER OR INVESTMENT ADVISOR USE ONLY / NOT FOR PUBLIC VIEWING OR DISTRIBUTION
Please consider the charges, risks, expenses and investment objectives carefully before investing. For a prospectus or, if available, a summary prospectus containing this and other information, please call Janus at 877.33JANUS (52687) or download the file from janus.com/info. Read it carefully before you invest or send money. Janus Distributors LLC (04/13)
C-0413-38051 12-30-13
Presented by
Alternative Ways of Finding Income
Click Here For The Video Replay And The Presentation Slides
Complimentary Webinar
May 16, 2013
Time: 2:00-3:00 pm EDT
 |
 |
|
Speaker |
Moderator |
In an income challenged environment, Tactical Tools like Dorsey, Wright's Point & Figure Methodology can help you effectively evaluate alternative income strategies. Utilizing proven relative strength strategies, learn how to put together a Tactical Fixed Income Portfolio, use technical screening filters to construct a portfolio of high yielding equities and manage the downside risk, and develop a covered writing strategy.
This program is Accepted for 1 CFP® Board CE Credit
and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Presented by
Brave New World of Wealth Management
Click Here For The Video Replay And The Presentation Slides
Complimentary Webinar
May 8, 2013
Time: 2:00-3:00 pm EDT
 |
 |
|
Speaker |
Moderator |
Mark Hurley will present on his new white paper on the future of the wealth management industry. His presentation will cover: The five forces that will change the economics of every wealth manager; The current and future shape of the industry; Why wealth management will still be a fabulous business but at the same time many participants will have a hard time adapting to this new environment; and The ten traits common to most successful acquirers and the ten traits shared by the most successful sellers.
This program is Accepted for 1 CE hour toward the
CIMA®/CIMC®/CPWA® designations
Presented by
The PHD Personal Branding Referral Formula
March 14, 2013
2:00-3:00 p.m. EDT
Complimentary Webinar
Click Here For The Video Replay And The Presentation Slides
 |
|
|
Speaker |
Moderator |
Referrals are the #1 source of new clients and are an effective way to exponentially build your business. Yet, the one thing that significantly increases the odds of getting quality referrals and expands an advisor’s client base seems to be the most difficult to do – asking.
In the PHD Personal Branding Referral Formula webinar, noted expert Mark Magnacca of Insight Development Group will help you grow your business by showing you who, when and how to ask for referrals.
Mark is a former financial advisor, internationally recognized speaker, peak performance strategist and sales coach whose mission is to help his clients boost their performance to a higher level of achievement.
| Sponsored by |
 |
Produced by
The Work Habits of the Most Successful Financial Advisors
Click Here for the Video Replay
Complimentary Webinar
February 20, 2013
2:00-3:00 p.m. EST
|
|
|
Speaker |
You’ve heard the saying that successful advisors do what unsuccessful advisors are unwilling to do. What exactly are those things that the successful advisors do? And what exactly are those things that unsuccessful advisors do?
In this high-content, what-to-do and how-to-do-it webinar, Bill Bachrach will dive deep into the specifics of the activities that drive success and those that create predictable failure.
It’s not personality or luck or genetic predisposition that determine your success or failure as a FA. It’s consistently doing certain things in a certain way that produces certain results.
This webinar will cover 4 key elements:
- Client Service work habits
- Client Acquisition work habits
- Leadership work habits
- Time Management work habits
You will walk away from this webinar with total clarity about what to do to be highly successful and what NOT to do that, if you continue doing it, will trap you in the quagmire of mediocrity where most non-failures in this business spend their entire careers. (Sad, but true, that most advisors who don’t fail are not really succeeding either. Not failing is not the same as succeeding. Don’t settle for being average!)
Presented by
Finding income in the QE3 minefield
Click Here For The Video Replay And The Presentation Slides
December 18, 2012
2:00-3:00 p.m. EST
Complimentary Webinar
 |
 |
|
Speaker |
Speaker |
Moderator Ray Fazzi Senior Editor Financial Advisor magazine
With record-low interest rates reducing the yield from CDs, money markets and Treasuries through 2015, advisors are looking at a wider range of investments to generate a more robust income.
The challenge now is finding assets and related ETFs that offer acceptable income within a target volatility.
This complimentary webinar will look at strategies for generating yield while preserving wealth during this period of extended quantitative easing, where near-zero interest rates and rising inflationary pressures persist.
Topics include:
- The "war" on savers and retirees.
- Treasuries: Does their yield justify the valuation risk?
- A diversified asset allocation approach to income generation.
- ETF Plus: Yield enhancement within a tactical ETF strategy.
- Using equities as a bond proxy.
- Alternative and international yield options.
| Sponsored by |
 |
This program is Accepted for 1 CFP® Board CE Credit
and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
The Fixed-Income Markets in 2013:
Finding Meaningful Yield While Managing Risk
Click Here For The Video Replay And The Presentation Slides
December 11, 2012
2:00-3:00 p.m. EST
Complimentary Webinar
Registration limited to the first 1,000 registrants
With interest rates at all-time lows, finding meaningful yield in the fixed-income markets remains elusive. Yet pockets of opportunity remain, if you know where to look. Calvert Investments is well positioned to uncover those opportunities while helping investors manage risk and volatility. Join Steve Van Order, Fixed-Income Strategist for Calvert Investments as he discusses how Calvert adds value through an active management style that emphasizes:
- Duration Positioning
- Finding the "Sweet Spots" in Yield Curves
- Sector Allocation
- Securities Selection
Mr. Van Order will discuss the outlook for the fixed income market, the challenges facing bond investors in these unusual times, and provide ideas to help investors earn meaningful income while managing volatility.
 |
 |
|
Speaker Steve Van Order Fixed-Income Strategist, Calvert Investment Management, Inc. |
Speaker James Lee Senior Securities Analyst Calvert Investment Management, Inc. |
| Sponsored by |
 |
This program is Accepted for 1 CFP® Board CE Credit
and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Presented by
Dividends:
Have Your Cake And Eat It Too
Click Here For The Video Replay And The Presentation Slides
November 30, 2012
2:00-3:00 p.m. EST
Complimentary Webinar
 |
 |
|
Speaker |
Speaker |
Moderator Ray Fazzi, Senior Editor – Financial Advisor Magazine
In a low interest rate environment where investors are seeking alternative
sources of income, dividend-paying ETFs can offer an attractive way to add income, diversification and a hedge to client portfolios. This webinar will explore the benefits of using dividend-paying ETFs within a client's portfolio and provide advisors with insight into attaining higher yields with lower volatility.
Topics include:
- Is the dividend party over?
- Striking a balance between risk/reward with equities (and how they are different from bonds?
- Understanding different segments in the dividend space: are in the right place?
- Other equity income asset classes: How do MLPs, REITs or preferreds fit into an income portfolio?
- How do I navigate the dividend ETF maze?
| Sponsored by |
|
This program is Accepted for 1 CFP® Board CE Credit
and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
Investors should consider the investment objectives, charges, expense, and unique risk profile of an Exchange Traded Fund (ETF) carefully before investing. Leveraged and Inverse ETFs may not be suitable for all investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. These funds' performance will likely be significantly different than their benchmark over periods of more than one day, and their performance over time may in fact trend opposite of their benchmark. Investors should monitor these holdings, consistent with their strategies, as frequently as daily. A prospectus contains this and other information about the ETF and should be obtained from the issuer. The prospectus should be read carefully before investing.
Results of the Fiduciary Impact Survey Not Making the Grade
Click Here For The Video Replay And The Presentation Slides
November 12, 2012
2:00-3:00 p.m. EST
Complimentary Webinar
Registration limited to the first 1,000 registrants
 |
 |
|
Speaker |
Speaker |
Moderator Ray Fazzi, Senior Editor – Financial Advisor Magazine
A new survey reveals that most advisors understand the principles associated with a fiduciary standard, but not the practices. The implications – advisors need to be more circumspect in the use of the term, “fiduciary.”
Join us for this lively 1-hr webinar where Don and Brian will discuss the results of the first Fiduciary Impact Survey – which advisors seem to understand the practices, and who doesn’t; which fiduciary best practices are being followed, and where are there shortfalls.
This program is Accepted for 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Five Ways Financial Advisors Leave Money on the Table,
Under-Serve Their Clients, and What to do About It
November 8, 2012
2:00-3:00 p.m. EST
 |
|
|
Speaker |
Moderator |
Have you ever created a prospective client’s financial plan and felt that you missed an opportunity to get more of their business? Well, you were probably correct. It is common knowledge that most people, especially financially successful people, have their finances and investments spread among several advisors and institutions. This does not have to be the situation with YOUR clients. You can stop letting their assets go elsewhere while simultaneously improving your service to your clients.
During this what-to-do and how-to-do-it webinar, Bill Bachrach will share business success opportunities that will help you make more money and serve your clients at a higher level. These ideas will improve your business in any economy, under any market conditions, and no matter who’s the President.
By applying these action-able, result-producing strategies you can:
- Make More Money
- Handle All of Your Clients’ Assets
- Get your Clients to Follow All of Your Advice
- Develop a System to Receive More Referrals
- Increase Your Productivity
Bill Bachrach, CSP, CPAE is considered the financial services industry’s leading authority on building high-trust client relationships. He is a popular keynote speaker and successful financial professionals from around the world subscribe to the Values-Based Financial Planning turn-key business model to establish themselves as top 1% advisors in terms of value for their clients, financial success, and quality of life. www.billbachrach.com
Presented by
Using Low-Volume ETFs For Maximum Impact and Minimum Cost
Click Here For The Video Replay And The Presentation Slides
November 07, 2012
2:00-3:00 p.m. EST
Complimentary Webinar
 |
 |
|
Speaker |
Speaker |
Moderator: Ray Fazzi, Senior Editor,
Financial Advisor and Private Wealth magazines
Advisors are increasingly using low-volume ETFs-those that trade less than 150,000 shares daily and/or with wider spreads-to gain rapid access to market subsectors and to hedge.
This complimentary webinar will explore the benefits of using low-volume ETFs in client portfolios and provide advisors with insight on the ideal conditions for trading low-liquidity ETFs.
Topics include:
- Using low-volume ETFs to access subsectors, ranging from biotech companies to oil drillers to volatility indexes.
- Popular low-voluem ETFs across a variety of subsectors, ranging from the Peritus High Yiedl ETF (HYLD) and the SPDR Barclays Capital International Treasury Bond ETF to the PowerShares Water Resources ETF (PHO).
- Examples of low-volume ETFs that advisors are using as hedges.
- Why overwhelming the market with a large order, using the wrong venues or even executing at the wrong time of day can significantly increase the cost of a transaction.
| Sponsored by |
|
This program is Accepted for 1 CFP® Board CE Credit
and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
Investors should consider the investment objectives, charges, expense, and unique risk profile of an Exchange Traded Fund (ETF) carefully before investing. Leveraged and Inverse ETFs may not be suitable for all investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. These funds' performance will likely be significantly different than their benchmark over periods of more than one day, and their performance over time may in fact trend opposite of their benchmark. Investors should monitor these holdings, consistent with their strategies, as frequently as daily. A prospectus contains this and other information about the ETF and should be obtained from the issuer. The prospectus should be read carefully before investing.
Navigating The ETF Maze
Click Here For The Video Replay And The Presentation Slides
October 16, 2012
2:00-3:00 p.m. EDT
Complimentary Webinar
 |
|
|
Speaker |
Moderator |
| Sponsored by |
|
How products differ, what they do and don't do, and how to classify them.
Author of six investment books, Richard (Rick) A. Ferri, CFA is a leading expert on low-cost index fund investing. Through his work as a researcher and investment manager, he continually monitors and evaluates the latest trends related to index funds and exchange-traded funds (ETFs). Rick utilizes his in-depth research about index fund investing strategies to guide the Investment Committee of Portfolio Solutions, the low-fee investment management firm he founded in 1999 that currently has almost $1 billion in assets under management. In addition, he shares his insights as a frequent news commentator, Forbes columnist, media contributor and public speaker.
This program is Accepted for 1 CFP® Board CE Credit
and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
Investors should consider the investment objectives, charges, expense, and unique risk profile of an Exchange Traded Fund (ETF) carefully before investing. Leveraged and Inverse ETFs may not be suitable for all investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. These funds' performance will likely be significantly different than their benchmark over periods of more than one day, and their performance over time may in fact trend opposite of their benchmark. Investors should monitor these holdings, consistent with their strategies, as frequently as daily. A prospectus contains this and other information about the ETF and should be obtained from the issuer. The prospectus should be read carefully before investing.
Preparing Your Client for Higher Taxes
Click Here For The Video Replay And The Presentation Slides
September 18, 2012
2:00-3:00 p.m. EDT
Complimentary Webinar
 |
|
|
Speaker |
Moderator |
| Sponsored by |
 |
Many clients will see their taxes increase beginning in 2013 – Janus Retirement has prepared a number of tools to help you seize the opportunity with your clients – let us help you prepare for the future tax landscape, by taking action in 2012. Don’t wait until it’s too late.
In this educational webinar presented by Janus explores how advisors can guide their clients through upcoming tax changes with ten actionable ideas. Lean on Janus’ expertise to navigate the uncertainty and give clients strategies for preserving and growing wealth.
This program is Accepted for 1 CFP® Board CE Credit
and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Janus will be submitting for your CE Credits from the webinar once a month. All webinar replays viewers please contact Karen Burke at kburke@fa-mag.com to provide Janus with your contact information.
Presented by
The information contained herein is provided for informational purposes only and should not be construed as legal or tax advice. Federal and state tax laws and regulations are complex and subject to change. Laws of a particular state or laws that may be applicable to a particular situation may have an impact on the applicability, accuracy or completeness of the information contained in this document. Janus does not have information related to and does not review verify your business practice, structure or services offered. Janus is not liable for your use of, or any tax position taken in reliance on such information.Janus Distributors LLC (04/12)
FOR INSTITUTIONAL INVESTOR USE ONLY/NOT FOR PUBLIC VIEWING OR DISTRIBUTION
Fact Versus Fiction: Alternative Index Strategies Compared
Click Here For The Video Replay And The Presentation Slides
September 6, 2012
2:00-3:00 p.m. EDT
Complimentary Webinar
 |
|
|
Speaker |
Moderator |
| Sponsored by |
|
In this webinar, Jason Hsu, Ph.D., will demystify seven leading alternative beta equity strategies, including the Fundamental Index methodology. Based on a paper that recently won two awards from the CFA Institute, this discussion will explain, through simulations, how all the strategies generate better performance with less risk and enhanced Sharpe ratios than cap-weighted indices. The presentation will also analyze the differences among the strategies, looking at factors such as implementation costs, turnover, capacity and liquidity.
This program is Accepted for 1 CFP® Board CE Credit
and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
Investors should consider the investment objectives, charges, expense, and unique risk profile of an Exchange Traded Fund (ETF) carefully before investing. Leveraged and Inverse ETFs may not be suitable for all investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. These funds' performance will likely be significantly different than their benchmark over periods of more than one day, and their performance over time may in fact trend opposite of their benchmark. Investors should monitor these holdings, consistent with their strategies, as frequently as daily. A prospectus contains this and other information about the ETF and should be obtained from the issuer. The prospectus should be read carefully before investing.
3 Keys to Explosive Growth as a New Era Advisor
Click Here For The Video Replay And The Presentation Slides
August 28th | 2:00-3:00 p.m. EDT
Complimentary Webinar
Limited to the first 1,000 registrants
 |
|
|
Speaker |
Moderator |
| Sponsored by |
 |
The advisor's world has changed significantly since the economic crisis of 2008-but have you changed? For the prepared advisor, change and uncertainty bring tremendous opportunity. Top producer Ron Carson will show you how to seize them.
Presented by
Are You A Procrastinator?
Stop It!
Click here for the video replay
August 14, 2012
2:00-3:00 p.m. EDT
Complimentary Webinar
|
|
|
Speaker |
Have you ever procrastinated on something before? Procrastination, also known as dilly-dallying, dragging your feet, and excuse making is something we have all experienced at one time or another. Have you ever wondered why you procrastinate on some things and not others?
For those of you who are familiar with procrastination, the issue always seems to be how you can stop procrastination and start taking action. Procrastination never pays off for anyone.
During this what-to-do and how-to-do-it webinar, Anne Bachrach will share business success principles she imparts to the Advisors she coaches who make middle six-figure to seven-figure incomes. You will learn 4 tips for overcoming procrastination and the DO IT system that will help you be even more successful - both professionally and personally.
By applying these action-able, results-producing strategies you can:
- You Accomplish More in Less Time
- Get More Clients
- Increase Your Confidence
- Increase Focus on Your Goals and Get To It
-
Overcome fears that are holding you back from reaching you true potential
Presented by
The Evolution of Emerging Market Bonds
Click Here For The Video Replay And The Presentation Slides
August 7, 2012
2:00-3:00 p.m. EDT
Complimentary Webinar
 |
|
|
Speaker |
Moderator |
| Sponsored by |
|
This webinar will discuss how the convergence of improving fundamentals and increasing debt issuance has helped make emerging market debt a unique diversifier for increasingly sophisticated global investors. Topics of discussion will include the following:
- EM Sovereign Debt-From USD To Local Currency: The reduction in EM sovereign credit risk is enabling leading emerging market governments to increasingly finance themselves in their own currency, as opposed to borrowings denominated in U.S. Dollars.
- EM Corporate Debt-The Next Wave Of EM growth: The 2000s were a decade marked by improvements in EM sovereign risk; the next decade is poised to be the decade of the EM consumer and the corporations poised to benefit from it.
- Active Vs. Indexing In The EM Fixed-Income Market: Why we believe emphasis on investment flexibility and risk management is attractive in this asset class.
This program is Accepted for 1 CFP® Board CE Credit
and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
Investors should consider the investment objectives, charges, expense, and unique risk profile of an Exchange Traded Fund (ETF) carefully before investing. Leveraged and Inverse ETFs may not be suitable for all investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. These funds' performance will likely be significantly different than their benchmark over periods of more than one day, and their performance over time may in fact trend opposite of their benchmark. Investors should monitor these holdings, consistent with their strategies, as frequently as daily. A prospectus contains this and other information about the ETF and should be obtained from the issuer. The prospectus should be read carefully before investing.
Putting Gold In Perspective
Click Here For The Video Replay And The Presentation Slides
July 17, 2012
2:00-3:00 p.m. EDT
Complimentary Webinar
 |
|
|
Speaker |
Moderator |
| Sponsored by |
|
 |
This webinar will examine gold in a historical and analytical context, discussing how and why advisors can benefit from making the precious metal a component of their asset allocations. The presentation will include an analysis of recent price fluctuations and what they mean for advisors.
This program is Accepted for 1 CFP® Board CE Credit
and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
Investors should consider the investment objectives, charges, expense, and unique risk profile of an Exchange Traded Fund (ETF) carefully before investing. Leveraged and Inverse ETFs may not be suitable for all investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. These funds' performance will likely be significantly different than their benchmark over periods of more than one day, and their performance over time may in fact trend opposite of their benchmark. Investors should monitor these holdings, consistent with their strategies, as frequently as daily. A prospectus contains this and other information about the ETF and should be obtained from the issuer. The prospectus should be read carefully before investing.
Portfolio Construction with Alpha and Beta ETFs
Click here for the video replay
Click Here For The Presentation Slides
June 12, 2012
2:30-3:30 p.m. EDT
Complimentary Webinar
 |
|
|
Speaker |
Moderator |
| Sponsored by |
|
|
|
This webinar will explore ways financial advisors can combine alpha-pursuing and beta-delivering ETFs in a single-model portfolio while improving the risk/reward profile.
The presentation will cover:
- Exploring alternative ways of measuring risk
- Understanding the dynamic nature of correlations and how they impact model construction
- Compare and contrast the benefits of sector-rotation vs size/style for core domestic equity allocation
-
Using modern portfolio theory statistics to analyze alternative beta- and alpha-pursuing ETFs
Investors should consider the investment objectives, charges, expense, and unique risk profile of an Exchange Traded Fund (ETF) carefully before investing. Leveraged and Inverse ETFs may not be suitable for all investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. These funds' performance will likely be significantly different than their benchmark over periods of more than one day, and their performance over time may in fact trend opposite of their benchmark. Investors should monitor these holdings, consistent with their strategies, as frequently as daily. A prospectus contains this and other information about the ETF and should be obtained from the issuer. The prospectus should be read carefully before investing.
This program is Accepted for 1 CFP® Board CE Credit
and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
Eliminate Time-Wasters and Stop Settling for the No Longer Acceptables in Your Life
Click here for the video replay
May 22, 2012
2:00-3:00 p.m. EDT
|
|
|
Speaker |
Many of us say we're going to make changes to eliminate the things we don‘t like about our life, but few of us actually commit to improving the quality of our life. If you have ever felt like this - it's time to get a dose of reality.
Time-wasters do nothing but impede or delay the ideal life you are committed to creating. The good news is that time-wasters are simple to eliminate. They can become something you used to do when you were okay with staying where you were. The difference now is that you are ready to move on and create your ideal life.
During this what-to-do and how-to-do-it webinar, Anne Bachrach will discuss business success principles she shares with the Advisors she coaches who make middle six-figure to seven-figure incomes.
You will learn specific ways to identify and eliminate time-wasters along with 3 practical and easy-to-implement steps you can take to start eliminating the "no longer acceptables" from your life so that you can experience the kind of life you truly want and deserve.
By applying these action-able, results-producing strategies you can:
- Reduce and Eliminate Time-Wasters for Increased Success
- Make More Money
- Increase Your Focus on High-Payoff Activities
- Increase Overall Office Productivity
- Stop Settling for the No Longer Acceptables in Your Life
Financial Advisors who utilize Anne Bachrach's proven systems work less, make more money, and enjoy a more balanced and successful life. Anne's fresh approach to business and life offers a much-needed boost for stagnant businesses. The core attribute of Anne's methodology is accountability; hence, her nickname of "The Accountability Pit-Bull". Anne helps you make what you want to occur, actually occur. Anne is the author of the books Excuses Don't Count; Results Rule and Live Life with No Regrets. She is also a co-author of The Roadmap to Success, along with Stephen Covey and Ken Blanchard.
Presented by
Rules of Engagement for Leveraged ETFs
Click Here For The Video Replay And The Presentation Slides
May 15, 2012
2:00-3:00 p.m. EDT
Complimentary Webinar
 |
|
|
Speaker |
Moderator |
| Sponsored by |
|
|
|
This presentation will explore how leveraged ETFs differ from their standard counterparts. The topics will include:
- Daily Investment Objectives – Tactical Trading Tools
- How Leverage Affects Risk and Return
- Compounding – When Does It Matter?
- Who Are They For? Who Are They Not For?
- How are They Appropriately Used?
-
How To Monitor Leveraged ETFs
Investors should consider the investment objectives, charges, expense, and unique risk profile of an Exchange Traded Fund (ETF) carefully before investing. Leveraged and Inverse ETFs may not be suitable for all investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. These funds' performance will likely be significantly different than their benchmark over periods of more than one day, and their performance over time may in fact trend opposite of their benchmark. Investors should monitor these holdings, consistent with their strategies, as frequently as daily. A prospectus contains this and other information about the ETF and should be obtained from the issuer. The prospectus should be read carefully before investing.
This program is Accepted for 1 CFP® Board CE Credit
and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
Preparing for the Next Global Shock: Unconventional Strategies in Low Return, Volatile Markets
Click Here For The Video Replay And The Presentation Slides
April 19, 2012
2:00-3:00 p.m. EDT
Complimentary Webinar
 |
 |
|
Speaker |
Speaker |
| Sponsored by |
 |
Given the market's turbulence over the past decade, what can investors expect? Will the economy continue to expand, or will a recovery be derailed by ongoing factors lurking under the surface? In a low return, volatile environment, how can alternative investments help advisors position client portfolios?
Join us to hear from Bob Wiedemer, Managing Director of Absolute Investment Management and co-author of the New York Times' and Wall Street Journal's bestselling book Aftershock. Bob will provide his unique macroeconomic outlook, particularly the major roadblocks he sees that could impede the economy's progress. He'll also review key investment strategies advisors may want to consider to help sidestep losses from a potential market downturn.
Bob will be joined by Joanne Hill, PhD, Head of Investment Strategy at ProShares. Joanne will explore the growing role alternative investments can play in client portfolios, and key factors that advisors should consider when exploring these opportunities.
This program is Accepted for 1 CFP® Board CE Credit
and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
ETF Insights: Low Volatility Approaches To Investing
Click Here For The Video Replay And The Presentation Slides
April 10, 2012
2:00-3:00 p.m. EDT
Complimentary Webinar
 |
|
|
Speaker |
Moderator |
| Sponsored by |
|
 |
In this webinar, S&P Capital IQ equity analyst Todd Rosenbluth will break down the low-volatility ETF market and the potential benefits it provides to investors. The presentation will detail the sectors these ETFs focus on, and compare and contrast low-volatility ETFs based on their holdings. Rosenbluth will also do a comparative analysis of expense ratios, market capitalizations and other factors.
Investors should consider the investment objectives, charges, expense, and unique risk profile of an Exchange Traded Fund (ETF) carefully before investing. Leveraged and Inverse ETFs may not be suitable for all investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. These funds' performance will likely be significantly different than their benchmark over periods of more than one day, and their performance over time may in fact trend opposite of their benchmark. Investors should monitor these holdings, consistent with their strategies, as frequently as daily. A prospectus contains this and other information about the ETF and should be obtained from the issuer. The prospectus should be read carefully before investing.
This program is Accepted for 1 CFP® Board CE Credit
and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
“Alts” Mutual Funds Primer: Today’s Landscape,
Due Diligence, and Portfolio Construction
Click Here For The Video Replay And The Presentation Slides
Continuing education (CE) credit was only provided to participants who attended the live event.
Tuesday, March 27, 2012
4 pm EDT
 |
 |
|
Speaker |
Speaker |
Sponsored by
This webcast will cover
- What is the current landscape for “alternatives” in the retail management space
- How wealth managers are building portfolios today
- What are the types and characteristics of alternative strategies
- Why utilize and how to implement alternative strategies
A case study will be presented to bring mutual fund alternatives into real-world context and application.
Presented by
Moving Clients from “Charitable Giving 101” to “Charitable Giving 401”
While Creating Profitable Business for Each member of The Advisory Team
Click Here For The Video Replay And The Presentation Slides
Date: March 20, 2012
2:00-3:00 p.m. EDT
 |
|
|
Speaker Alan W. Pratt, CEP, CAP President Pratt Legacy Advisors |
Moderator Ray Fazzi Managing Editor, Private Wealth magazine |
Learn proven techniques for engaging current and prospective clients in conversations that unlock their untapped generosity. Also learn how to connect and collaborate with the correct team of allied professionals. Alan Pratt, CAP, has been working exclusively in this narrow niche for 15 years. He will share his proven techniques on how to “go deep” in conversation with your clients on what they truly care about! He will also provide you with tools to build your own Philanthropic Advisory Practice and create your reputation in your hometown as the “go to guy” for Charitable Legacy Planning. Alan will walk through five (5) actual engagements, each one of which resulted in profitable business for every member of the advisory team!
|
Presented by |
|
|
|
|
Is the Flat Fee for Financial Advice about to go Mainstream?
Click here for the video replay
Date: Thursday, March 15th
2:00-3:00 p.m. EDT
 |
|
Speaker Bill Bachrach CSP, CPAE Bachrach & Associates, Inc. |
There is a “new normal” appearing in the world of financial advice. Like the switch from car phones to the smart phone and the price of stock trades changing from hundreds or thousands of dollars to seven dollars a trade, the financial services mindset is rapidly shifting and leaving what used to be “normal” forever in the dust.
In this what‐to‐do and how‐to‐do‐it webinar, Bill Bachrach explores the trends that are leading to the popularity of the flat‐fee‐for‐advice model. He will address how making the product the advice rather than the product being financial plans, investments, insurance, annuities, tax returns, and / or legal documents can change your client’s perceptions of you in an extremely positive way.
In this webinar you will learn:
- How the flat‐fee‐for‐advice model will protect you during economic downturns
- How fee‐based and fee‐only are different
- How the continuing advisor mindset is shifting towards goal‐oriented advice
- Why it should matter to you
- How you can capitalize on this opportunity
- How to discuss the transition to flat‐fee‐for‐advice model to your clients
- How you should set your fee
- How to present a better value proposition at a lower fee
- How being on the front‐end of this trend could open the door to more high- net-worth clients
Bill Bachrach, CSP, CPAE and his team help Financial Advisors achieve their Ideal Life in 4 years, or less, by building an Ideal Client community, by referral only, using the Values‐Based Financial Planning™ Turn‐Key Business Model. Bill is also a regular contributor to FA Magazine and a frequent keynote speaker at company and industry events.
Presented by
Equity Income Strategies in 2012: Late to the game or just getting started?
Click Here For The Video Replay And The Presentation Slides
Complimentary Webinar
(Limited to the first 1,000 registrants)
March 13, 2012
2:00-3:00 pm EST
 |
|
|
Speaker |
Moderator |
| Sponsored by |
 |
|
|
Investors should consider the investment objectives, charges, expense, and unique risk profile of an Exchange Traded Fund (ETF) carefully before investing. Leveraged and Inverse ETFs may not be suitable for all investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. These funds' performance will likely be significantly different than their benchmark over periods of more than one day, and their performance over time may in fact trend opposite of their benchmark. Investors should monitor these holdings, consistent with their strategies, as frequently as daily. A prospectus contains this and other information about the ETF and should be obtained from the issuer. The prospectus should be read carefully before investing.
Produced by
 |
|
|
Speaker |
Moderator |
Investors should consider the investment objectives, charges, expense, and unique risk profile of an Exchange Traded Fund (ETF) carefully before investing. Leveraged and Inverse ETFs may not be suitable for all investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. These funds' performance will likely be significantly different than their benchmark over periods of more than one day, and their performance over time may in fact trend opposite of their benchmark. Investors should monitor these holdings, consistent with their strategies, as frequently as daily. A prospectus contains this and other information about the ETF and should be obtained from the issuer. The prospectus should be read carefully before investing.
How to Use Passion Prospecting to Grow Your Business
Complimentary Webinar
February 2, 2012
2:00-3:00 p.m. EST
 |
|
|
Speaker |
Moderator |
Sponsored by
Twenty-time #1 producer and Barron’s top 10 advisor Ron Carson has built his business one client at a time through what he calls Passion Prospecting. Rather than focus on a niche like doctors or business executives, he focuses on people who share the same passion as he does. He’s discovered that when you start with a shared passion, you can build a deeper and much more enjoyable relationship that transcends the ups and downs of the market. In this insightful webcast, Ron will share how you can use this concept to grow your practice in the most enjoyable way.
Produced by
Managed Futures Just Took a “Giant Step” Forward
January 24, 2012
2:00-3:00 p.m. EST
 |
 |
 |
|
Speaker David Winton Harding Founder, Chairman and Head of Research Winton Capital Management |
Speaker Jeffrey E. Gundlach CEO and CIO, Co-Founder DoubleLine Capital LP |
Speaker Jon Sundt President & CEO
Altegris
|
Sponsored by 
This webinar features three leading experts—David Winton Harding is the premier leader in managed futures in the world; Jeffrey Gundlach is an award winning, leading fixed income manager; and Jon Sundt, President of Altegris, one of the pre-eminent providers of high quality alternative investments.
This session will be a candid discussion where you will:
- Learn how managed futures strategies may provide portfolio growth and diversification amid volatility and market uncertainty
- Understand how a world-leading fixed income manager is positioning his portfolio to maximize income in today’s low interest rate environment
-
Discover how the combination of managed futures and active fixed income management can work together to provide growth and income in your client’s portfolio
This program is approved for 1 CFP Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
How to Connect with the Super-Rich
Webinar Presentation
January 17, 2012
3:00 – 4:30 p.m. EST
Registration fee: $49.95
Each paid attendee will receive a copy Fortune’s Fortress: A Primer on Wealth Preservation for Hedge Fund Professionals
Speaker:
|
|
|
Speaker |
Sponsored by 
Registration fee: $49.95
For many financial and legal professionals and advisors, the Super-Rich are the ideal client. By Super-Rich we’re talking about individuals and families with a net worth of $500 million or more. Another definition we often use is investable assets of $100 million or more. These families and individuals can prove very profitable for many professionals and advisors provided they can find them.
This webinar, conducted by Russ Alan Prince, the leading authority on the private wealth industry, will address the three principal ways to source the Super-Rich – serendipity, a dual-impact brand and referrals. He will also describe the ultimate in Influencer referrals: the Elite Professional Network.
For the array of financial and legal professionals and advisors seeking to connect with the Super-Rich, this hour and a half webinar provides the key insights and actionable strategies that can potentially translate into new business with some of the wealthiest people in the world.
Rothstein Kass Family Office Group offers a wide range of financial, wealth planning and lifestyle management services to family offices and high-net-worth individuals. Awarded 2011 Best Multi-Family Office, Rothstein Kass Family Office Group applies proven expertise with the utmost discretion and attention. www.rkco.com
Each paid attendee will receive a copy Fortune’s Fortress: A Primer on Wealth Preservation for Hedge Fund Professionals
This program is approved for 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
Maximizing The Power Of ETFs
December 20, 2011
2:00-3:00 p.m. EST
 |
 |
|
Speaker |
Speaker |
This session will focus on how ETFs can improve the precision and execution speed of asset allocation decisions. Richard Romey and William Koehler of ETF Portfolio Partners will discuss how ETFs allow investors to focus on the most value-added portions of the investment process—portfolio allocations based on broad asset classes and factor exposures.
Investors should consider the investment objectives, charges, expense, and unique risk profile of an Exchange Traded Fund (ETF) carefully before investing. Leveraged and Inverse ETFs may not be suitable for all investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. These funds' performance will likely be significantly different than their benchmark over periods of more than one day, and their performance over time may in fact trend opposite of their benchmark. Investors should monitor these holdings, consistent with their strategies, as frequently as daily. A prospectus contains this and other information about the ETF and should be obtained from the issuer. The prospectus should be read carefully before investing.
This program is approved for 1 CFP Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
The Mobile Advisor
Complimentary Webinar
December 8, 2011
 |
 |
 |
|
Speaker Michelle Neal Director of Sales Financial Services Antenna Software, Inc. |
Speaker David Miner Manager, Business Solutions Group Financial Services Industry Verizon Wireless |
Speaker Joel Bruckenstein Technology Tools for Today |
Moderator: Ray Fazzi, Senior Editor,
Financial Advisor and Private Wealth magazines
Sponsored by 
New innovations in mobile communications have given advisors the freedom to conduct business anytime and anywhere, but how far should advisors take these new abilities? Speakers will identify the mobile applications that are most useful to advisors, and how they may be efficiently - and safely - incorporated into an advisor’s practice.
This program is approved for 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
ETFs: Expanding the Ways to Hedge and Invest in Financials
 |
 |
|
Speaker |
Speaker |
Moderator: Ray Fazzi, Senior Editor,
Financial Advisor and Private Wealth magazines
Sponsored by
Sid Jain, senior vice president of Keefe, Bruyette & Woods, which provides the indexes for PowerShares KBW ETFs, will discuss:
-
Understanding how the financial sector has evolved in light of
its more recent crisis. - Selecting the appropriate financial sector investment vehicle.
-
Views on the subsectors of financials in a volatile market.
This program is approved for 1 CFP Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
Finding Yield With ETFs
November 17, 2011
2:00-3:00 p.m. EST
 |
 |
 |
|
Speaker Tom Lydon Publisher - ETF Trends; President - Global Trends Investments |
Speaker Howard Silverblatti Senior Index Analyst S&P Indices |
Speaker Joseph Becker Senior Fixed and Equity Income Product Strategist, Invesco Powershares Capital Management LLC. |
Sponsored by
This presentation will focus on positioning client portfolios for income in today’s economic and market environment. Topics will include:
- The pros and cons of Treasuries, Munis, Corporates, REITs and Dividend related ETFs.
- Dividend ETFs—getting paid to wait for a stock market recovery.
- Understanding interest rate risk—hedging in a rising interest rate environment.
Investors should consider the investment objectives, charges, expense, and unique risk profile of an Exchange Traded Fund (ETF) carefully before investing. Leveraged and Inverse ETFs may not be suitable for all investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. These funds' performance will likely be significantly different than their benchmark over periods of more than one day, and their performance over time may in fact trend opposite of their benchmark. Investors should monitor these holdings, consistent with their strategies, as frequently as daily. A prospectus contains this and other information about the ETF and should be obtained from the issuer. The prospectus should be read carefully before investing.
This program is approved for 1 CFP Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
Success Leaves Clues: Bill Bachrach Interviews a Top Advisor
Complimentary Webinar
November 15, 2011
2:00-3:00 p.m. EST
 |
 |
|
Speaker Bill Bachrach CSP, CPAE Bachrach & Associates, Inc. |
Speaker Brian Ratcliff President Ratcliff Financial Services, Inc. |
Brian Ratcliff wanted to move his business to the next level. To do so, he knew he needed to change the type of client he was attracting. Then he had an epiphany: "Why not work with people I like who are able to pay me enough to achieve my own personal financial goals? Having more clients is not as important as having more of the right clients." Within just a few years he had created a community of Ideal Clients who generate over $1 million in recurring annual revenue. He is living his ideal life and built his dream home for his family, including a museum-quality garage / man cave for his collection of European exotic and American muscle cars.
Bill Bachrach, CSP, CPAE and his team help financial advisors achieve their Ideal Life in 4 years, or less, by building and Ideal Client community, by referral only, using the Values-Based Financial Planning Turn-Key Business Model. Bill is also a regular contributor to FA magazine and a frequent keynote speaker at company and industry events.
How do you select value stocks when everything looks like value?
Click here for the presentation slides
Complimentary Webinar
November 8, 2011
2:00-3:00 p.m. EST
Speakers:
 |
 |
|
Speaker Jim Schier CFA, Portfolio Manager Rydex/SGI Small, Smid and All Cap Value |
Speaker Mark Mitchell CFA Portfolio Manager Rydex/SGI Large and All Cap Value |
Moderator: Ray Fazzi, Senior Editor,
Financial Advisor and Private Wealth magazines
Sponsored by
Suddenly, all sorts of great opportunities are considered value investments. Companies that used to be out of reach are now in the crosshairs of value managers. How do you see past the market noise to find companies with enduring value? In this webinar, veteran value managers, Jim Schier and Mark Mitchell, who manage more than $3 billion for institutions, separate accounts and mutual fund investors, share their outlook on the changing landscape of value investing.
Rydex|SGI Value Funds may not be suitable for all investors. Investing in mutual funds involves risk and does not assure a profit. An investment in the funds will fluctuate and is subject to investment risks, which means investors could lose money. The intrinsic value of the underlying stocks may never be realized or the stocks may decline in value. Investments in small- and/or mid-sized company securities may present additional risks such as less predictable earnings, higher volatility and less liquidity than larger, more established companies.
For more complete information regarding Rydex|SGI Funds, call 800.258.4332 or visit www.rydex-sgi.com for a prospectus and a summary prospectus (if available). Investors should carefully consider the investment objectives, risks, charges and expenses of a fund before investing. A fund's prospectus and its summary prospectus (if available) contains this and other information about the fund. Please read the prospectus and summary prospectus (if available) carefully before you invest or send money.
Rydex|SGI funds are distributed by Rydex Distributors, LLC (RDL). Security Investors, LLC (SI) is a
registered investment advisor, and does business as Security Global Investors® and Rydex Investments. SI and RDL are affiliates and are subsidiaries of Security Benefit Corporation, which is wholly owned by Guggenheim SBC Holdings, LLC, a special purpose entity managed by an affiliate of Guggenheim Partners, LLC, a diversified financial services firm with more than $100 billion in assets under supervision.
For financial representative use only. Do not distribute to the public.
This program is approved for 1 CFP Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
October 26, 2011
4:15-5:15 p.m. EDT
 |
 |
|
Speaker |
Speaker |
Moderator: Ray Fazzi, Senior Editor,
Financial Advisor and Private Wealth magazines
Sponsored by
Rapid global population growth is placing increasing demands on already limited energy, water and other natural resources, creating potentially high-growth, long-term investment opportunities across the subsectors that comprise environmental markets:
ENERGY – Including renewable and alternative energy and energy efficiency
WATER – Including water quality and infrastructure and pollution control
WASTE – Including waste management and technologies and environmental support services.
To learn more about capturing the investment returns that may be associated with the overall shift to a more sustainable economy, we’ve developed a series of white papers that detail global environmental markets dynamics and growth drivers.
This program is approved for 1 CFP Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
Defensive ETF Strategies
Complimentary Webinar
October 25, 2011
2:00-3:00 p.m. EST
 |
|
|
Speaker |
Moderator |
Luciano Siracusano, chief investment strategist for WisdomTree, will share his thoughts on global financial markets, with a focus on dividend-based investment strategies that have the potential to provide a source of dividend income in today's low-yield environment.
Topics of discussion will also include:
- Defensive Positions In A Risk-Off Environment: Will the recent rally in the U.S. dollar continue into 2012? What asset classes have the potential to perform well in a rising U.S. dollar environment?
- Managed Futures Strategy Exposure: Managed futures have been an increasingly important part of a diversified portfolio, as investors look for less correlated assets. What exposures are now available in the ETF structure?
This program is approved for 1 CFP Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
2:00-3:00 pm EDT
Complimentary Webinar
Speakers:
 |
 |
 |
|
Speaker Brett Ginter Co-Founder and Principal SMART Consulting Firm, LLC |
Speaker Steve Warren Co-Founder, COO, CTO MyVest |
Speaker Andrew J. Clipper Managing Director Product Management and Development Citi |
In this presentation, Andrew Clipper, Managing Director of Citi's suite of solutions for wealth managers, Brett Ginter, Co-founder of SMART Consulting Firm, LLC, and Steve Warren, Co-founder, Chief Operating Officer and Chief Technology Officer of MyVest will explain the concepts and opportunities for Unified Managed Accounts and Unified Managed Households. These industry experts will explain how UMA's and UMH's work and how you can employ them to help you grow and manage your client's assets easily and efficiently.
Sponsored by
This program has been approved for 1 CFP Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Speakers:
 |
 |
|
Speaker Rod Bertino Principal Business Health Ltd |
Speaker Daniel Maurer SVP, National Sales, Multi-Financial Securities Corporation |
Sponsored by
What best practices have the greatest impact on profitability? Join us for this web seminar, drawn from the results of our recent Multi-Financial benchmark study, to learn how you can boost your revenue by examining the 8 key business drivers common to elite advisors.
Ron Bertino, principal, Business Health Ltd., recognized industry-wide for his in-depth advisor benchmark analyses, will reveal the straight forward activities these elite advisor firms follow that yield higher revenue and profit results vs. their peers.
Sign up today and don’t miss the chance to learn how you can apply these findings to your own practice!
This program is approved for 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
Why REITs? Why Now?
2:00-3:00 p.m. EDT
Complimentary Webinar
Speakers:
 |
 |
|
Speaker Jay Steigerwald III SVP National Accounts Carey Financial, LLC |
Speaker Peter Budko CEO BDCA Adviser, LLC |
Moderator: Ray Fazzi, Senior Editor,
Financial Advisor and Private Wealth magazines
Sponsored by
Financial Advisor magazine senior editor Ray Fazzi will be joined by key industry leaders as they closely examine why the optimal time to diversify investor portfolios with non-listed REITs is now. Both Jay and William will offer key industry insight, encouraging advisors to consider the benefits of non-listed REITs and how they can truly diversify client’s portfolios.
This program has been approved for 1 CFP Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
September 20, 2011
2:00-3:00 pm EDT
Complimentary Webinar
 |
 |
|
Speaker |
Speaker Dr. Sebastian Ceria Chief Executive Officer Axioma |
Moderator: Ray Fazzi, Senior Editor,
Financial Advisor and Private Wealth magazines
This program has been approved for 1 CFP Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Produced by
Success Leaves Clues
September 13, 2011
2:00-3:00 p.m. EDT
Complimentary Webinar
|
|
 |
|
Speaker |
Speaker Sybil Praski ChFC Abacus Financial Group, LLC |
Sponsored by
In these what-to-do and how-to-do-it webinars, Bill Bachrach interviews successful advisors who will discuss how they server their clients, acquire their clients, run their businesses, inspire themselves to do the work that needs to be done in good times and bad, and manage to have rich, full lives in addition to having successful businesses.
Sybil Praski started as a bank investment rep and quickly rose to be their #1 producer (over 1,000,000 GDC) by wide margin. But she wasn’t satisified with her quality of life, so she made some changes. Now Sybil has a thriving business AND an amazing quality of life. Her 180 clients pay her a recurring annual revenue which enables her to pursue her ideal life.
The content-rich webinars are packed with transferable tactics, habits, behavior patterns, and the inspiration that will help you be more successful. These are not pie-in-the-sky ideas. Bill and these top advisors speak candidly about practical and actionable tactics that any advisor who is committed to being their best can implement and achieve results.
Media Partner
Precious Metal Investing With ETFs
2:00-3:00 pm EDT
Complimentary Webinar
|
|
 |
|
Speaker |
Speaker Nicholas Brooks Head of Research and Investment Strategy ETF Securities |
Moderator: Ray Fazzi - Senior Editor, Financial Advisor
and Private Wealth magazines
This program has been approved for 1 CFP Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
2:00-3:00 pm EDT
Complimentary Webinar
 |
|
|
Speaker |
Moderator |
Sponsored by
Fundamentally weighted indexing methodologies have had a major impact on the way advisors use equity ETFs in recent years, but could the same thing happen with bond ETFs? As the credit crisis in Europe weighs heavily on fixed-income markets, this webinar will look at how the fundamentally weighted approach is being applied to the bond markets. Shane Shepherd of Research Affiliates LLC will explain how selecting and weighting companies and countries by their fundamental measures of size, as opposed to the traditional indexing method of giving the greatest weight to the biggest debtors, creates a more optimal portfolio.
This program has been approved for 1 CFP Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations.
ETF Option Overlay Strategies For Wealth Managers
June 29, 2011
2:00-3:00 p.m. EDT
 |
 |
|
|
Speaker |
Speaker Michael Cavanaugh President Know Your Options Inc. |
Moderator Ray Fazzi Senior Editor, Financial Advisor and Private Wealth magazines |
This program has been approved for 1 CFP Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations.
Produced by
Financial Advisor Blogs
Portfolio Manager Insights
Expert Views
Inside the current issue
-
Advisor Or CEO?
by Philip PalaveevChoosing how to run your business is critical. + Read more
-
The King Of Starts
by Mary RowlandRick Higgins is a multimillionaire and software genius whose multiple start-up firms offering successful financial programs have allowed him to branch out. + Read more
-
A Live Connection
by Mitch AnthonyKeeping in touch with friends and family creates a happy retirement. + Read more
VIEW MORE