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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 Russ Alan Prince President - Prince & Associates, Inc.; Executive Director – Private Wealth magazine

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

 

 

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The Roadmap to Even Greater Success

Complimentary Webinar
May 22, 2013
Time: 2:00-3:00 pm EDT

The Video Replay Will Be Available Soon

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

 

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

 

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Cautious Investing
 

3-Part Webinar Series
May 21, 2013
2:00-3:00 pm EDT

Click Here For The Video Replay And The Presentation Slides of all 3 webinars

 

Speaker Anne Kvanbeck VP, Co-Head of Product Management	Speaker Matthew Sommer VP and Director, Retirement Strategy Group

 

 

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.

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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.

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Part III: Fear-Less Equity Investing
May 21, 2013 | 2:00-3:00 pm EDT

Click Here For The Video Replay And The Presentation Slides

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.

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

 

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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 Tom Dorsey Co-Founder Dorsey, Wright & Associates	Moderator Ray Fazzi Senior Editor Financial Advisor magazine

 

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

 

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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 Mark P. Hurley Co-Founder Fiduciary Network	Moderator Evan Simonoff Editor-in-Chief Financial Advisor magazine

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

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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 Mark Magnacca President, Insight Development Group	Moderator Ray Fazzi Senior Editor, Financial Advisor magazine

Are you leveraging your best clients to grow your practice?

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

 

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

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

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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 Michael J. Dixon Chief Executive Officer, Member & Relationship Director Global Financial Private Capital	Speaker Christian C. Bertelsen, MBA Chief Investment Officer Global Financial Private Capital

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

 

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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

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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 Bruno del Ama Co-founder and CEO Global X Funds	Speaker Mike Venuto CIO of Toroso Investments LLC, consultant to Global X Funds

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.

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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 Brian Hamburger, JD, CRCP, AIFA ® Founder and Managing Director MarketCounsel	Speaker Don Trone, GFS ™ CEO/Chief Ethos Officer 3ethos

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

 

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Five Ways Financial Advisors Leave Money on the Table,
Under-Serve Their Clients, and What to do About It

Click Here For Video Replay

November 8, 2012
2:00-3:00 p.m. EST
 

Speaker Bill Bachrach, CSP, CPAE Chairman and CEO Bachrach & Associates, Inc.	Moderator Ray Fazzi Senior Editor, Financial Advisor magazine

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

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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 Scott Freeze President and Founder Street One Financial	Speaker Paul Weisbruch VP of ETF/Options Sales and Trading Street One Financial

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.

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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 Richard A. Ferri Founder, Portfolio Solutions.	Moderator Ray Fazzi Senior Editor, Financial Advisor magazine

 

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.

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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 Matt Sommer, CFP®, CPWA®, AIF® Vice President and Director, Janus Retirement Strategy Group	Moderator Ray Fazzi Senior Editor, Financial Advisor magazine

 

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

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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 Jason C. Hsu, Ph.D., Chief Investment Officer Research Affiliates	Moderator Ray Fazzi Senior Editor, Financial Advisor magazin

 

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.

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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 Ron Carson Founder and CEO - Carson Wealth Management Group Founder - Peak Advisor Alliance	Moderator Ray Fazzi Senior Editor, Financial Advisor magazine

 

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

 

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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 Anne Bachrach Author Excuses Don't Count; Results Rule and Live Life with No Regrets

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

 

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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 Rick Harper Head of Currency & Fixed Income WisdomTree	Moderator Ray Fazzi Senior Editor, Financial Advisor magazine

 

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.

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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 William Rhind Managing Director ETF Securities	Moderator Ray Fazzi Senior Editor, Financial Advisor magazine

 

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.

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