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Webcast Archive


Investing In A World Of Changing Healthspans

 

Complimentary Webcast

 

Click Here For The Video Replay And Presentation Slides

 

This webcast no longer qualifies for continuing education credits.

 

Sponsored by

 

 

 

Speaker
John Mauldin
President,
Millennium Wave Investments

 

Everyone knows that longevity is increasing but over the next 15 years Americans are likely to experience dramatic, quality-of-life improvements in their ability to remain sharp and active thanks to advances in health care. The implications for financial advisors and their clients are far-reaching. In this webcast, noted author, futurist and thinker John Mauldin will share some of the developments he sees emerging and outline how the changes will play out and what they mean for you and your clients.

 

Presented by

   

 


Why Europe? Will It Outperform Again In 2016?

 

Complimentary Webcast

This webcast no longer qualifies for continuing education credits.

 

 

Sponsored by

 

 

 

Jonathan Coleman
Anne Kvanbeck

Speaker
Kevin O'Leary
Chairman, O'Shares Investments 

and ABC "Shark Tank" Investor
 

Speaker
Connor O'Brien
   CEO/President, 

O'Shares Investments
 

 

 

As the ECB and Draghi continue the financial engineering of the European markets well into 2017, this could create a tremendous investment opportunity to generate excess returns from large cap quality brand name companies.

 

 

Please join us for a dynamic discussion from two seasoned global investment professionals: Kevin O'Leary, Chairman and Connor O'Brien, CEO/President from O'Shares Investments as they provide their views on:

 

  • Why Europe matters and will it continue to outperform the U.S. markets
  • ECB continued quantitative easing plan, why this is important
  • Euro vs the Dollar - how this benefits European companies

 

Before you invest in O’Shares Investments funds, please refer to the prospectus for important information about the investment objectives, risks, charges and expenses. To obtain a prospectus containing this and other important information, please visit www.oshares.com to view or download a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal.

 

Concentration in a particular industry or sector will subject the Funds to loss due to adverse occurrences that may affect that industry or sector. The funds may use derivatives which may involve risks different from, or greater than, those associated with more traditional investments. The funds' emphasis on dividend-paying stocks involves the risk that such stocks may fall out of favor with investors and underperform the market. Also, a company may reduce or eliminate its dividend after the Fund's purchase of such a company's securities. Returns on investments in foreign securities could be more volatile than, or trail the returns on, investments in U.S. securities. Exposures to foreign securities entail special risks, including political, diplomatic, economic, foreign market and trading risks. In addition, unless perfectly hedged, the Fund’s investments in securities denominated in other currencies could decline due to changes in local currency relative to the value of the U.S. dollar, which may affect the Fund’s returns. The funds' hedging strategies may not be successful, and even if they are successful, the funds' exposure to foreign currency fluctuations is not expected to be fully hedged at all times. See the prospectus for specific risks regarding the Fund.

 

Past performance does not guarantee future results. Shares are bought and sold at market price (not NAV), are not individually redeemable, and owners of the Shares may acquire those Shares from the Funds and tender those shares for redemption to the Funds in Creation Unit aggregations only, consisting of 50,000 Shares. Brokerage commissions will reduce returns.

 

O’Shares Investments℠ funds are distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with O’Shares Investments℠, O’Leary Funds Management LP, or any of its affiliates.

 

Webcast is for Institutional Investors only.  Not for use with Retail Investors.

 

 

CE Credit is not offered for archived webcasts.

They only apply to attendees that watch the live webcast.

Click Here For The Video Replay And Presentation Slides

 

Presented by

 


FA logo

 

 


Déjà vu? Our Outlook 2016


Complimentary Webcast

This webcast no longer qualifies for continuing education credits.

Click Here For The Video Replay And Presentation Slides

 

Sponsored by

 

 

Jonathan Coleman
Anne Kvanbeck

Speaker
Brian Jacobsen, Ph.D., CFA, CFP
Chief Portfolio Strategist 

 

Speaker
John Manley, CFA
   Chief Equity Strategist

 

 

Speaker
James Kochan

Chief Fixed-Income Strategist
 

 

The markets stumbled at times in 2015, and we expect them to do so again in 2016. Yet, we believe sound fundamentals, improving investor confidence, and global opportunity will be the key long-term investment themes in the years ahead.

 

 

Attend this live, interactive webcast to get our exclusive views on:

 

  • Why we're focusing on opportunities outside the U.S.
  • What sectors we're watching in the U.S.
  • Key strategies for fixed-income investors as interest rates rise

 

Help your clients take the long view on market volatility. Get our take on economic developments and market trends you need to educate and guide your clients in the new year.

 

This page is presented by www.fa-mag.com. Financial Advisor is owned by a third-party unaffiliated with Wells Fargo. Wells Fargo is not responsible for the privacy or security policies at this site or other third-party sites that may be linked by this page or other pages on Financial Advisor. We urge you to review the privacy and other policies of each website that you visit. Wells Fargo does not endorse and is not responsible for any ads that Financial Advisor may place on this page or the content, products, advice, opinions, recommendations, or other material of third-party sites or other pages on Financial Advisor.

 

Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo & Company. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. 238755 11-15

 

 

CE credit is not offered for archived webcasts.

They only apply to attendees that watch the live webcast.

 

Presented by

 


FA logo

 

 

 


iShares Certification Series: ETF Education 101

Webcast Series

 
Sponsored by  
 
 
iShares is presenting a four-part webcast series on understanding the basics of Exchange Traded Funds (ETFs), including how they work, how to buy them and how to use them within a client portfolio.
 
Earn continuing education (CE) credits: Earn 1 CFP or CIMA credit for your 50-minute participation at each live webcast. CE registration link available at the end of each live webcast.
 

Session 1: What are ETFs?

Click here to view online.

  • Hear about the changing industry landscape and ETF growth
  • Understand what an ETF is and the benefits of ETFs in client portfolios
 

Session 2: How to buy ETFs

Click here to view online.
  • Learn about the creation and redemption process
  • Understand the impact of liquidity and cost when buying an ETF
 

Session 3: Active & Index Investing

Click here to view online.

  • Understand how ETFs can offer efficient market exposure
  • Identify ETF strategies that can complement active strategies
 

 


Smart Beta: A Different Approach To Investing

 

Complimentary Webcast

This webcast no longer qualifies for continuing education credits.

Click Here For The Video Replay And Presentation Slides

 

December 2

1:00-2:00 pm ET

 

Sponsored by

 

 

Speaker
Holly Framsted
Strategist, iShares Equity
Smart Beta Team

 

Today's market volatility and low yields have driven many to search for an approach to investing that better aligns with their needs - and one fast-growing area is Smart Beta ETFs.

Smart Beta ETFs use a different lens than traditional index products, focusing on stocks or bonds that have potentially attractive and intuitive characteristics like low volatility, dividend yield or company quality. This approach can help investors pursue desired outcomes like staying invested through volatile markets or seeking higher income. Smart Beta ETFs sit at the intersection of active and index investing, incorporating elements of both.

Hear from Holly Framsted, Strategist on the iShares Equity Smart Beta teams, as she discusses the potential benefits and application of using Smart Beta ETFs to:

  • Seek to Manage Volatility - Lower volatility can help investors stick with their plans
  • Pursue Higher Income - Dividend paying strategies can help meet income goals
  • Seek to Outperform - Factor strategies can help enhance returns

Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting www.iShares.com or www.blackrock.com. Read the prospectus carefully before investing.

Investing involves risk, including possible loss of principal.

There is no guarantee that any fund will pay dividends. There can be no assurance that performance will be enhanced for funds that seek to provide exposure to certain quantitative investment characteristics ("factors").  Exposure to such investment factors may detract from performance in some market environments, perhaps for extended periods. In such circumstances, a fund may seek to maintain exposure to the targeted investment factors and not adjust to target different factors, which could result in losses.

Minimum volatility ETFs may experience more than minimum volatility as there is no guarantee that the underlying index's strategy of seeking to lower volatility will be successful.

The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”).

©2015 BlackRock. All rights reserved. iSHARES and BLACKROCK are registered trademarks of BlackRock. All other marks are the property of their respective owners. iS-17041-1115

FOR INSTITUTIONAL USE ONLY – NOT FOR PUBLIC DISTRIBUTION

 

CE credit is not offered for archived webcasts.

They only apply to attendees that watch the live webcast.

 

Presented by 

 

FA logo

 

 


 

Emerging Markets: Why The Future Favors A Fundamental Approach

 

This webcast no longer qualifies for continuing education credits.

 

Click Here For The Video Replay

 

 

Sponsored by

 

 

 

Jonathan Coleman
Anne Kvanbeck

Speaker
Gary Greenberg, CFA
Head of Global Emerging Markets, 
Hermes Investment Management

Speaker
Erica Lasdon
   Director of Sustainability Research,
Calvert Investments

 

Speaker
Anthony Eames

SVP, National Sales Manager,
Calvert Investments

 

All emerging markets are not created equal. Behind the indexes one can discover great companies in growing economies, which with proper analysis can present strong relative value opportunities for your domestic clients. What sets these companies apart and how do expert managers balance the rewards and risks of allocating capital to them?

 

 

FA Magazine hosted a live video webcast with Gary Greenberg, Head of Global Emerging Markets, Hermes Investment Management (sub-advisor to Calvert Emerging Markets Equity Fund), Erica Lasdon, Director of Sustainability Research at Calvert Investments, and Anthony Eames, National Sales Manager at Calvert Investments. Listen to the replay to gain valuable insights to the dynamics of emerging markets and the opportunity for clients to influence progress and create impact through a responsible investment approach to emerging markets.

 

The discussion is open to financial professionals only and examines: 



 

  • Why emerging markets may present strong relative value for the foreseeable future 

  • What the divergence in regional and country performance means for active investors 

  • How environmental, social, governance (ESG) factors and other non-financial data can contribute to an emerging markets strategy



This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward the CIMA®/CIMC®/CPWA® designations through December 31, 2015.

Listen to the replay now! 

An investment in Calvert Emerging Markets Equity Fund involves risk, including possible loss of principal invested. Investing in foreign securities involves additional risks relating to political, social, and economic developments abroad, differences between the regulations that apply to U.S. and foreign issuers and markets, the potential for foreign markets to be less liquid and more volatile than U.S. markets, and currency risk associated with securities that trade or are denominated in currencies other than the U.S. dollar. In addition, the risks of investing in emerging‐market securities are greater than those of investing in securities of developed foreign countries. The Fund is non-diversified and may invest more of its assets in a smaller number of issuers than a diversified fund; therefore, gains or losses on a single stock may have greater impact on the Fund.

For more information on any Calvert fund, please contact your financial advisor, call Calvert at 800.368.2748, or visit www.calvert.com for a free summary prospectus and/or prospectus. An institutional investor should call Calvert at 800.327.2109. An investor should consider the investment objectives, risks, charges, and expenses of an investment carefully before investing. The summary prospectus and prospectus contain this and other information. Read them carefully before you invest or send money.

Calvert mutual funds are underwritten and distributed by Calvert Investment Distributors, Inc., member FINRA and subsidiary of Calvert Investments, Inc.

BROKER-DEALER/INSTITUTIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.

www.calvert.com | Calvert Investments | 4550 Montgomery Avenue | Bethesda, Maryland 20814

#15130 (10/2015)

CE credit is not offered for archived webcasts. 

They only apply to attendees that watch the live webcast.

Presented by

 


FA logo

 

 


How To Offer Married Clients Lifetime Income With Fewer Compromises

 

Complimentary Webcast

 

This webcast no longer qualifies for continuing education credits.


 

November 5th

2:00-3:00 pm ET

 

Sponsored by    

 

 

 

 

Wade Pfau

Speaker
Kevin Macilvane
Southeast Divisional Sales Manager,
MetLife

 

Married clients make compromises every day, particularly when choosing a retirement plan. Clients may have to surrender flexibility, for example, to generate the retirement income they want. But, what if you could remove some of the tough compromises married clients may face at contract issue? Join this webcast to learn about an income solution that:

  • Eliminates the need to choose joint or single lifetime income at issue.
  • Enables married clients to potentially get more income earlier in retirement.
  • Guarantees lifetime income with market upside potential.

 

CE credit is not offered for archived webcasts. 

They only apply to attendees that watch the live webcast.

Presented by

 

 

 


Benefits And Risks Of ETFs And Why We Use ETFs For Family Trust Investment Approach

Complimentary Webcast

 

This webcast no longer qualifies for continuing education credits.

 

Click Here For The Video Replay And The Presentation Slides

 

October 22

2:00-3:00 pm ET

 

 

 

 

Jonathan Coleman
Anne Kvanbeck

Speaker
Elisabeth Kashner

Head of ETF Research,

FactSet


 

Speaker
Rolf Agather
   Head of Research, FTSE/Russell

 

Speaker
Kevin O'Leary

Chairman, O'Shares Investments and ABC "Shark Tank" Investor

 

Please join us on October 22nd, as we discuss the attributes of ETFs and why they are being used in a family trust investment approach.

Elisabeth Kashner head of ETF research at Factset will lead an overview and discussion on the use of ETFs and how advisors should evaluate and perform due diligence on the products.

Rolf Agather, head of research at FTSE/Russell, will lead an overview and introduction on smart beta ETFs. Rolf just completed a survey on how much financial advisors know about the next generation of indexes and ETFs using a smart beta approach. He will also provide a copy of his research and survey to all registrants.

Kevin O’Leary will discuss how he is using ETFs for his family trust investing needs and particularly how smart beta has helped provide an investing solution.

Before you invest in O’Shares Investments funds, please refer to the prospectus for important information about the investment objectives, risks, charges and expenses. To obtain a prospectus containing this and other important information, please visit www.oshares.com to view or download a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal.

Concentration in a particular industry or sector will subject the Funds to loss due to adverse occurrences that may affect that industry or sector. The funds may use derivatives which may involve risks different from, or greater than, those associated with more traditional investments. The funds' emphasis on dividend-paying stocks involves the risk that such stocks may fall out of favor with investors and underperform the market. Also, a company may reduce or eliminate its dividend after the Fund's purchase of such a company's securities. Returns on investments in foreign securities could be more volatile than, or trail the returns on, investments in U.S. securities. Exposures to foreign securities entail special risks, including political, diplomatic, economic, foreign market and trading risks. In addition, unless perfectly hedged, the Fund’s investments in securities denominated in other currencies could decline due to changes in local currency relative to the value of the U.S. dollar, which may affect the Fund’s returns. The funds' hedging strategies may not be successful, and even if they are successful, the funds' exposure to foreign currency fluctuations is not expected to be fully hedged at all times. See the prospectus for specific risks regarding the Fund.

Past performance does not guarantee future results. Shares are bought and sold at market price (not NAV), are not individually redeemable, and owners of the Shares may acquire those Shares from the Funds and tender those shares for redemption to the Funds in Creation Unit aggregations only, consisting of 50,000 Shares. Brokerage commissions will reduce returns.

O’Shares Investments℠ funds are distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with O’Shares Investments℠, O’Leary Funds Management LP, or any of its affiliates.

 

CE credit is not offered for archived webcasts. 

They only apply to attendees that watch the live webcast.

Presented by

 


FA logo

 

 


Introduction Webcast For Mastering The Art Of Client Acquisition And Business Development

 

Click Here To View The Webcast Recording

 

October 15th

2:00-3:00 pm ET

 

Complimentary Webcast

 

 

 

Produced by 

 

Russ Alan Prince

Speaker
Bill Bachrach, CSP, CPAE
Chairman and CEO
Bachrach & Associates, Inc.

 

 

During this informative, what-to-do webcast presented by Bill Bachrach, you will learn the ‘7 Critical Conversations’ to building and maintaining a seven-figure financial advice business.

 

If you haven’t heard yet, there is a new 3-Day Workshop in Atlanta, GA from November 13th – 15th presented by FA Magazine, MoneyGuidePro® and Bachrach & Associates, Inc.

 

Mastering the Art of Client Acquisition and Business Development:

The 7 Critical Conversations to Building and Maintaining a Seven-Figure Financial Advice Business.

 

The speakers and faculty consist of David Bach, a 9x New York Best-Selling Author and celebrity financial advisor, Kevin Knull, President of MoneyguidePro® and Bill Bachrach, CEO of Bachrach & Associates, Inc. and top financial advisor trainer worldwide for the past 27 years.

 

To register or learn more visit https://peopleskillsnetwork.com/ (Use Promo Code FA1K for $1,000 off tuition).

 

This webcast will only be able to touch on each of the ‘7 Critical Conversations’ that will help you build and maintain a successful financial advice business. This highly-interactive, high-impact, value-packed 3-Day Workshop will help you implement these 7 Critical Conversations in to your business. How’s that? Practice. Feedback. Practice. Feedback. Practice. Feedback.

 

Additionally, you’ll receive immediate access to an Online Course that will help you implement the 7 Critical Conversations quicker and more effectively. You’ll also earn 16.5 CE Credits.

 

We look forward to seeing you on the webcast and working with you in November at the 3-Day Workshop.

 

To register or learn more visit https://peopleskillsnetwork.com/ (Use Promo Code FA1K for $1,000 off tuition).

 

 

 

Presented by

 

 


Fitting Social Security Into A Retirement Income Plan


Click Here For The Video Replay And Presentation Slides

Complimentary Webcast

 

October 13

2:00-3:00 pm ET

 

 

Sponsored by     

 

 

Wade Pfau

Speaker
Wade Pfau, Ph.D.
Professor of Retirement Income
The American College

 

Social Security benefits is a very large asset for most household retirement balance sheets. Different claiming strategies can result in substantially different lifetime outcomes, making the claiming decision an essential part of building a retirement income plan. This webcast reviews the issues surrounding the claiming decision, with regard to the debate about whether clients should claim Social Security early or late. We consider the long-term viability of Social Security and potential reforms, whether Social Security should be viewed as an investment or insurance problem, how likely it is for one to earn investment returns that can outstrip the benefits increases from delay, and tax implications such as Roth conversion opportunities.

 

 

"This event is being conducted by Financial Advisor Magazine. LPL Financial, The American College, and Financial Advisor Magazine are separate entities. LPL Financial is not responsible for any direct or incidental loss incurred by applying any of the information offered."

 

 

Presented by

 

 

 


Making An Impact: Why SRI And Personal Values Investing Are On The Rise

 

Complimentary Webcast

 

September 21

2:00-3:00 pm ET

 

Click Here For The Video Replay And Presentation Slides

 

Sponsored by     

 

Kathleen Murphy
Sharon Epperson

Speaker
Ron Cordes

Executive Co-Chairman,
AssetMark

 

Speaker
John Battaglia
President,
Aris Corporation

 

Today’s advisors and their clients are demanding investments that more closely align with their personal values and making a difference through purpose in today’s world. Sustainable, responsible and impact investing (SRI) assets, for example, have expanded 76 percent in just the last two years, meaning that assets managed with SRI strategies now account for more than one out of every six dollars under professional management in the United States.

 

Join AssetMark Executive Co-Chairman Ron Cordes and Aris Corporation President John Battaglia for a special webcast where they examine:

 

  • Increasingly important role of SRI in today’s investment universe
  • What is driving demand for Personal Values investing
  • Best Practices and investment alternatives
  • Outlook for the future

 

"This event is being conducted by Financial Advisor Magazine. LPL Financial, Ron Cordes, John Battaglia, and Financial Advisor Magazine are separate entities. LPL Financial is not responsible for any direct or incidental loss incurred by applying any of the information offered."

 

 

 

Presented by

 

 

 


Global High Yield: Discovering A Critical "Third" Asset Class

 

Click Here For The Video Replay And Presentation Slides

 

September 17th

 

2:00-3:00 pm ET

 

Complimentary Webcast

 

 

Sponsored by    

 

 

Robert Friebel

Speaker
Robert Friebel
Senior Investment Manager
Aberdeen Asset Management

 

In today's uncertain investment climate, it can be easy to lose perspective. Strategic thinking can help investors better mitigate risk and capitalize on opportunities that shorter-term mindsets may not see.

 

In fixed income, global high yield investments are a "third" type of asset class that can provide such strategic benefits. They are bonds that act more like equities and generate returns because of liquidity risk. Global high yield has not seen signs of poor liquidity since Dodd Frank regulation, despite general market concerns over market liquidity.

 

Join this webcast to learn more about this third asset class and how to apply strategic thinking to your portfolio. Specifically, this webcast will offer new insight on the following topics:

  • Why high yield is not really a bond
  • What makes global high yield a strong strategic asset
  • Why recent concerns over market liquidity may be exaggerated
  • Why the long-term view tells a more accurate performance story
 

Presented by

 

 

      

 

 


People Skills for Financial Professionals: How to Thrive in the New World of Fiduciary Standard, Digital Advisors and other Disruptions

Click Here For The Video Replay

 

September 2nd

2:00-3:00 pm ET

 

Complimentary Webcast

 

Produced by 

 

Russ Alan Prince

Speaker
Bill Bachrach, CSP, CPAE
Chairman and CEO
Bachrach & Associates, Inc.

 

The key to your success is not your skill at financial planning, managing money, or the latest marketing tactic. The key to success is your ability to acquire and retain Ideal Clients. And that depends more on your “people skills” than your technical ability. Which is why the most competent advisors often do not get the clients. We recommend that you be brilliant at both.

 

What are people skills? Here are a few scenarios to illustrate:

  • You meet a person at a fundraiser who could become your next Ideal Client, what will determine whether or not they agree to a meeting? Your People Skills.
  • Your prospects will have a better experience if they come to the initial interview at your office with their spouse and all of their financial documents, what will determine whether or not they agree? Your People Skills.
  • It’s important that your clients act on all of your advice in order to achieve their goals, what will determine whether they take action or procrastinate? Your People Skills.
  • You have been referred by one of your best clients to their friend who could be your next Ideal Client, but this person already has a long-standing relationship with another advisor. What will determine whether or not they agree to meet you? Your People Skills.

 

Your people skills are to your success what a solid golf swing is to a professional golfer. What if you invested as much time working on them as the pro golfer does working on his / her swing?

 

With stronger people skills you will thrive in the new world of fiduciary standard, digital advisors, and confidently grow your business regardless of any disruption that comes your way.

 

During this informative, what-to-do webinar, you will learn specific, action-able people skills that will help you acquire and retain Ideal Clients.

 

 

 

Presented by

 

Why Advisors Need To Consider International Equities Now

 

Click Here To View The Presentation Slides And Video Recording

This webcast no longer qualifies for continuing education credits.


Complimentary Webcast

 

July 21

2:00-3:00 pm ET

 

 

Sponsored by

 

 
 

Speaker
Peter M. HIll
Chairman, CEO,

Bailard, Inc.

Speaker

Bryan Jordan

Deputy Chief Economist,

Nationwide Economics
 

 

Domestic stocks are surging, but this is also a critical time to be talking to clients about global markets. Europe and Asia remain attractive investment opportunities, and emerging markets are intriguing. The focus of this webcast will be on how advisors can create and deploy a global strategy that works in any market environment. 

 

Join Financial Advisor magazine’s Evan Simonoff for a conversation with Bryan Jordan, Deputy Chief Economist of Nationwide Economics and Peter Hill, the CEO of Bailard Inc., as they dissect how investing internationally is unique (and similar) to domestic investing and discuss which global sectors are in a position to perform well through 2015 and beyond. 

 

 

The panel will also examine: 

·   The current value of international stocks. 

·   The impact of currency on international markets. 

·   How country selection impacts returns on international funds. 

·   How individual stock selection can impact your client’s international portfolio. 

·   Which countries have been the best performers and which show the most promise.

 

 

Presented by

 

 


The Singularity and How Will That Affect Financial Advisors?

 

Complimentary Webcast

 

June 30

2:00-3:00 pm ET

 

Click Here for the Video Replay

 

 

Produced by 

 

Russ Alan Prince

Speaker
Bill Bachrach, CSP, CPAE
Chairman and CEO
Bachrach & Associates, Inc.

 

The single most important thing that will impact YOU and your clients' futures is The Singularity.

 

What is The Singularity? According to Wikipedia: “The technological singularity is the hypothesis that accelerating progress in technologies will cause a runaway effect wherein artificial intelligence will exceed human intellectual capacity and control, thus radically changing civilization in an event called "the singularity".  Because the capabilities of such intelligence may be impossible for a human to comprehend, the technological singularity is an occurrence beyond which events may become unpredictable, unfavorable, or even unfathomable.”

 

Why does it matter to your clients? Because the future they are preparing for is likely to be very different than the one being envisioned when you are working with them to create their plan. Most significantly, they are unlikely to die when they think they are, therefore, all of the projections for how much money they need are wrong. Way wrong….

 

During this informative, what-to-do webinar, Bill Bachrach will uncover 3 truths:

  1. Why the concept of The Singularity is important for you to understand so you and your clients are completely prepared for the future.
  2. The challenges the entire financial services industry faces and how to overcome them.
  3. How you can create a business that’s agile, adaptable, and flexible enough to generate more business revenue now AND in the next 10-20 years.

 

Remember, in any battle between machines and humans, the machines always win. Do not compete with the machines, be different.

 

 

 

 

Presented by

 


 

Demystifying Private Equity


Click Here For The Video Replay And The Presentation Slides

This webcast no longer qualifies for continuing education credits.

June 23

2:00-3:00 pm ET


Complimentary Webcast

Sponsored by

 

 

 

 

Jonathan Coleman
Anne Kvanbeck

Speaker
Bronwyn Bailey, PhD

Head of Research,

Private Equity Growth Capital Council 


 

Speaker
Joncarlo Mark
   Founder, Upwelling Capital Group LLC and Former Senior Portfolio Manager, CalPERS

Speaker
Nick Veronis 

Co-Founder and Managing Partner, iCapital Network 

 

 

New research indicates that 68% of advisors say their high-net-worth investors are interested in private equity but only 19% of them offer it as part of their wealth management solution.

 

Join this 1-hour webcast for an introduction to private equity including a discussion of what it is, how it works, why it can make sense as part of a diversified portfolio strategy and things to consider before investing. Topics will include:

 

-      History, investment philosophy and types

 

-      Fund structures and expected cash flows

 

-      Historical returns and diversification benefits

 

-      Dispersion and calculation of returns, risk profile and vintage years

 

 

Presented by
FA logo

 

 

 


Do You Need A Currency Hedge For Your International Exposure?

 

Click Here for the Video Replay And The Presentation Slides

This webcast no longer qualifies for continuing education credits.


Complimentary Webcast

 

May 28

2:00-3:00 pm ET

 

Sponsored by

 

 
 

Speaker
Heidi Richardson
Head of U.S. Investment

Strategy for iShares

 

Speaker

Jane Leung, CFA

Head of iShares

Precision Exposures
 

 

Fluctuating exchange rates can impact your international equity returns. How do you help your clients manage the effect of a strengthening U.S. dollar on their international investments? What should you consider before deciding whether or not to hedge? Which regions may warrant hedging? Join Heidi Richardson, Head of U.S. Investment Strategy for iShares, and Jane Leung, Head of iShares Precision Exposures, as they discuss strategies that can help you navigate currency risk in your clients’ portfolios.
 
Topics to be covered include:

  • Economic landscape driving dollar appreciation and its impact on U.S. investors
  • What to consider before hedging international investments
  • How to implement currency views into a portfolio

 

 

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Social Security: A Building Block For A Better Retirement

Click Here For The Video Replay And The Presentation Slides

This webcast no longer qualifies for continuing education credits.

Complimentary Webcast

 

May 21

2:00-3:00 pm ET

 

 

Sponsored by

 

 
 

Speaker
Wade Pfau, Ph.D.
Professor of Retirement Income,

The American College

Speaker

Troy Simmons

Vice President, Nationwide

Financial Retirement Institute
 

 

How and when your clients file for Social Security can result in thousands gained or lost over their lifetimes. Join us for a webcast, "Social Security: A Building Block For A Better Retirement," that explores:

 

  • The claiming options for individual clients that can mean more in retirement income for them, and
  • Big-picture solutions to the impending U.S. social security shortfall that may affect what your clients can expect in social security payments in the future.

 

Advisors have much to consider when helping clients plan on retirement. For many retirees this will be their only source of income, so it’s crucial for advisors to pinpoint the best time, and highest pay out that makes sense for each client.

 

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The Pros And Cons Of A Fixed-Fee Advice Business

 

Click here for the video replay

 

Complimentary Webcast

 

April 22, 2015

2:00-3:00 pm EDT

 

Russ Alan Prince

Speaker
Bill Bachrach, CSP, CPAE
Chairman and CEO
Bachrach & Associates, Inc.

 

 

What would it be like to have a business that is not tied to market fluctuations?

 

Would you prefer to have client relationships where the focus is on goal achievement rather than investment performance?

 

Does the idea of being paid directly for your advice rather than a % of AUM or commissions on transactions appeal to you?

 

Some of the most successful FAs in the world are converting to a fixed fee for advice business model and in this high-content what-to-do and how-to-do-it webinar you will discover how they do it.

 

You will learn the answers to the following questions and more:

  • What is the client value proposition that warrants a fixed fee for advice?
  • How do you set your fee? ($20,000 - $50,000 per year, per client is viable.)
  • What are the benefits to you of being paid a fixed fee for your advice vs. a % of AUM?
  • What are the benefits for the client?
  • How do you articulate this value prop and pricing system to your existing clients and prospects?
  • What are the risks of NOT switching to a fixed advice fee?
  • What are the challenges of switching to a fixed advice fee?
  • How does the Fixed-Fee Advice Business align with the coming Fiduciary Standard financial services industry?
  • How can you use a fixed-fee for advice approach to "steal" the best clients from other successful FAs?

 

**The content of this webinar is best suited for FAs who are currently generating $500,000 of business revenue and up.

 

 

Presented by

 


Confronting Market Volatility: Help Clients Weather The Market's Ups And Downs

 

Click here for the video replay and presentation slides

This webcast no longer qualifies for continuing education credits.

Complimentary Webcast Presentation

March 25, 2015
2:00-3:00 pm EDT
 
 
 

 

Russ Alan Prince

Speaker
Mark E. Carver, CIMA®
Head of US iShares
Equity Smart Beta

 

 

You're likely facing discussions with your clients about looming market volatility. To help address the challenge, hear Mark Carver, Head of US iShares Equity Smart Beta, as he discusses strategies that can help your clients stay invested while seeking to dampen the risks associated with heightened market volatility.

 

Topics to be covered include:

  • Economic landscape driving equity market volatility
  • Potential for upside participation and downside protection: Methodology and benefits of using minimum volatility strategies
  • Building better client portfolios with potentially less risk

 

 

Presented by

 


 

 


Fiduciary Roles Under ERISA And Their Evolution In The Marketplace 

 

Click here for the video replay and presentation slides

This webcast no longer qualifies for continuing education credits.

Complimentary Webcast Presentation

March 5, 2015

2:00-3:00 pm EST
 
 
 

 

 
 

Speaker
Fred Reish
ERISA Attorney

Speaker
Don Trone, GFS
Founder & CEO of 3ethos

 

 

With retirement planning taking on greater importance as the nation ages, financial advisors have emerged as key players when it comes to safeguarding the future for millions of Americans. This webcast will explore how government policy, changing demographics and client demand for financial leadership have shaped the role of the fiduciary in the nation's retirement marketplace, and what changes may be in store for the future.

 

Among the topics to be addressed:

 

  • How changing demographics, including the aging of baby boomers in a defined contribution environment, are driving policy.
  • Expected SEC and Finra examination priorities related to retirement plans and IRAs.
  • How concerns about the adequacy and sustainability of Americans' retirement benefits are impacting the thinking of government policy makers.
  • Why plan sponsors struggle with the fiduciary component of plan management.
  • The attributes that mark advisors who serve their clients as both fiduciaries and leaders.
  • How elite retirement advisors broaden and deepen client relationships.

 

"AXA" is the brand name for the AXA Equitable Financial Services, LLC family of companies, including AXA Equitable Life Insurance Company (NY, NY), issuer of annuity and life insurance products, AXA Advisors, LLC (member FINRA, SIPC), which offers securities, and AXA distributors, LLC (member FINRA, SIPC) which distributes variable products. Life Insurance contains exclusions, limitations and forms for keeping it in force. For costs and complete details, contact a Financial Professional. AXA Equitable and its affiliates are not affiliated with any of the entities mentioned in this content.

 

 

Presented by



Planning From The Inside Out
 

Click here for the video replay and presentation slides

This webcast no longer qualifies for continuing education credits.

Complimentary Webcast Presentation

 

February 19, 2015
2:00-3:00 pm EST
 
 

Sponsored by

 

 

 

Russ Alan Prince

Speaker
Roy Diliberto, CFP®
Chairman
RTD Financial Advisors, Inc.

 

 

Based on his book that Nick Murray describes as “the one genuine ‘book of the year’ for advisors,” Roy Diliberto will walk you through the discovery process he and his partners use to help clients address issues and reconcile conflicts they may have sought to avoid. Using integrity and empathy, this process helps clients make the truly important decisions in their lives. In doing so, it enables advisors to increase client acquisition and retention.

 

This event is being conducted by Financial Advisor. RTD Financial Advisors, Financial Advisor, and LPL Financial are separate entities. LPL Financial is not responsible for any direct or incidental loss incurred by applying any of the information offered.

 

 

Presented by


 

Connecting the Dots Between Risk and Retirement: Be Relevant to your Clients Dreams and Fears

 


Complimentary Webinar

December 11, 2014
11:00am - 12:00pm EST
 
 
The video replay will be available soon

Sponsored by

 

 

Anne Kvanbeck

Speaker
Daniel Satchkov
President, Co-Founder
RiXtrema

 

 

Choosing the right portfolio for your client has always involved both risk estimation and investment goal planning. To add the most value those two activities and tools used for performing them must be closely linked. In order to become a trusted advisor, it is crucial to not only have variety of tools at your disposal, but to provide an integrated proposal to your prospect or client. Ultimately, this proposal must answer the ‘So-What’ question of relevance to client’s own goals, dreams and fears. During the webinar we will discuss how to put together such a proposal that uses rigorous math and is also directly relevant for client’s future.
 

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No Excuses! 4 Action Steps for Making More Money and Getting Results Now!
 

December 9, 2014
Time: 2:00-3:00 pm EST

Complimentary Webcast
 

Click here for the video replay

Bachrach photo

Speaker
Anne Bachrach
The Accountability CoachTM

 

 

Not getting the results you’d like to have and think you deserve?


Would you like to have your results come more quickly?


What if you could achieve even better results with less effort?


Tired of driving down the mediocrity road?


Wanting success, but always seeing it at the next exit?


This No Excuses high-value tele-seminar can transform your business or help you meet goals that are important to you in any area of your life. You will learn 4 Action Steps for Making More Money and Getting Better Results. You will learn key action steps to help you

  1. Break Down Limiting Beliefs and Increase Your Success
  2. Overcome Fears that Hold You Back
  3. Take a No Excuses Approach and Be Even More Productive
  4. Really Be 100% Committed to Achieving Your Goals


During this high-content tele-seminar Anne Bachrach will share lessons from coaching small business owners who make middle six-figure to seven-figure incomes.

 

After enjoying a successful career with IBM, Anne Bachrach starter her own firm, A.M. Enterprises. For nearly a quarter of a century, Bachrach has worked with entreprenuers to maximize their true potential, and ultimately leading them to a totally balanced life. While pursuing her own career goals, Anne began to realize the effect personal accountability was having on her own business. The systems and tools she used early in her career, along with her experiences, are the foundation of the program she continues to use with her clients today.

 

Presented by
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