Investing for Impact: How ESG is changing the game

November 28, 2017

Over the past decade, the market for socially responsible and sustainable investing has evolved. From 2014 to 2016, total global assets in responsible investing strategies rose 25% to $22.9 trillion, according to a report from the Global Sustainable Investment Alliance. Today, environmental, social and governance investing—known as ESG— is creating diversification, returns and new client growth for savvy financial advisers.

But where are we and what’s next for this evolving sector? And how can advisers incorporate these cutting-edge strategies into their menu of offerings to appeal to existing clients and attract new ones?

Accepted for 1 CE Credit by the CFP Board. Accepted by IMCA for 1 CIMA/CIMC/CPWA CE credit. Accepted for 1 CFA Credit.


Elite RIAs: Drivers of current and future success

November 08, 2017

“Elite” RIA firms continue to grow at a rate that significantly outpaces the industry at large – and many elite firms are making short- and long-term investments designed to continue to accelerate their rapid growth.

New survey findings: How investors think vs. advisers plan for retirement income

October 24, 2017

A new survey conducted by Mopedia and Nationwide® has uncovered significant differences between investors’ and advisers’ perceived needs for income during retirement.

In this free replay webcast, specialists from Mopedia Research and the Nationwide Retirement Institute® highlight the specific sources of this “planning gap” – and offer strategies on how to educate clients about the need for longer-term planning.

Adviser compensation & staffing: Strategies and research to build a top-performing firm

October 03, 2017

Competition for established talent in the advice industry is at an all-time high — and the industry's top firms are using compensation and staffing strategies that will likely lead to both short- and long-term success.

In this exclusive webcast, Mopedia will present new research from the 2017 Mopedia Adviser Compensation & Staffing Study.

Investing 2017: Industry at a Crossroads

September 26, 2017

The advice industry is at a unique inflection point, as the way clients are investing has changed dramatically: Technology has evolved, access to innovative products has changed, and the active vs. passive debate continues to rage on. Advisers and their clients are caught right in the middle, setting the stage for a new adviser-client dynamic.

How will this impact advisers’ businesses and business models, as well as their portfolio construction strategies and capabilities?

A New Look at Reverse Mortgages - An Emerging Retirement Income Tool

September 19, 2017

An advisor's biggest challenge today is often how to make income and assets last through an ever-lengthening retirement span. Strategic use of a reverse mortgage can deliver improved retirement cash flow and increased chances of portfolio survival in a long retirement, as demonstrated by research from The American College of Financial Services and other noted universities. Wondering how to take reverse mortgage concepts you've heard about and turn that knowledge into compliant strategies for your clients?

An Adviser's Guide to Developing NextGen Talent

August 01, 2017

As the registered investment advisory business matures, it's clear we need to focus on a new generation of talent.

Research from Mopedia shows that firms of seven or more full-time individuals employing at least one NextGen adviser generated 33% more revenue than firms do not have a NextGen adviser. Clearly, firms are seeing a significant impact when they bring on NextGen talent.

Emerging Market Debt: 5 Forces at Work

June 27, 2017

When it comes to emerging market debt, there are a series of forces that help you drive better results for your clients. In today's continually changing market environment, it is critical to know the forces at play to help keep your investment strategy a step ahead.

Bridging generational gaps in financial advice: Connecting next-gen advisers with baby boomer clients

June 20, 2017

What does it take for a next-gen adviser to work with baby boomers? It takes an understanding of demographic traits, such as developing name recognition with clients and making sure they know an advisers background, including past work and the educational experiences that led them to where they are today.

Active Isn't Dead: The Case for Refining Your Clients' Portfolios

May 23, 2017

There is a myth that active investment managers cannot outperform their benchmarks. But the death of active investing has been greatly exaggerated.

The economic climate in the past eight years has generally been conducive for U.S. market-cap weighted passive strategies. But if you look at all 28 of the asset class categories Morningstar tracks, the majority of active managers in 14 of those categories beat their indices over that time period.

M&A and Succession Strategies to Accelerate Growth

May 02, 2017

More advisory firms are exploring and executing mergers and acquisitions than ever before. Many firms are using M&A as a strategic means to accelerate the growth of their firms — and also to identify longer-term succession plans that can increase the overall enterprise value of a business.

Next Page »

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

Please contact us at [email protected] if you have any questions.

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