Webcasts

Archived Webcasts

• • Monetary policy, interest rates and managing duration risk in fixed income portfolios

  • May 22, 2013
  • Sponsored by Columbia Management
  • Please join Columbia Management’s Senior Interest Rate Strategist, Zach Pandl, for an in-depth discussion on macro-economic factors influencing monetary policy, Columbia’s outlook for interest rates and understanding and managing duration risk in fixed income portfolios today.

• • The RIA Tipping Point: Corporate or Independent

  • May 14, 2013
  • Sponsored by NFP
  • Many advisors wonder whether the corporate or independent RIA model is best. The reality is that either setup can work — but which one allows you to run the practice you want while maximizing your income?

• • Retirement Investment Alert: Breaking The 4% Rule

  • April 15, 2013
  • Sponsored by Questar Capital
  • Is the 4% Withdrawal Rule in its last days? Long an industry staple, the popular theory of drawing down 4% of the portfolio’s value to maintain principle and sustain an affordable quality of life has been increasingly questioned by industry experts. Join Investment Advisor and AdvisorOne.com for this live, interactive webcast, sponsored by Questar Capital, and listen to industry experts evaluate the 4% rule in the context of today’s current economic climate.

• • An Alternative Take on Alternatives

  • April 10, 2013
  • Sponsored by Wells Fargo
  • If alternative investments are going to be used effectively, advisors may need to re-think their approach to core portfolios. In this myth-busting webinar, "An Alternative Take on Alternatives," you'll hear industry veteran Ben Inker, co-portfolio manager of Wells Fargo Advantage Absolute Return Fund, and Peter Chiappinelli, portfolio strategist, discuss the prevailing mindset toward model portfolios and a new framework for alternatives.

• • The UnCoach: Life Management, not Practice Management

  • March 7, 2013
  • Sponsored by Cambridge
  • Before you begin another coaching program in 2013 about revenue generation or client segmentation, please join us for an interesting discussion on the “UnCoach” and life management for today’s advisors and the next generation. At the end of this webcast, you will be thinking about the most important question of all: What is success to me? That's when your practice management actually begins.

• • UMA – The Next Generation of Managed Accounts

  • February 13, 2013
  • Sponsored by Envestnet
  • UMA technology can deliver customization, ongoing oversight and tax planning capabilities to advisors and help them deliver on the promise of great wealth management—even at asset levels well below $1 million. How do these accounts work? Who is using them? What has been their experience? Join us for this webinar, “UMA – The Next Generation of Managed Accounts,” to learn more about UMAs, a technology that empowers you to manage wealth efficiently and effectively.

• • The Unintended Consequences of Inflation Protection

  • December 13, 2012
  • Sponsored by AllianceBernstein
  • TIPS have been a popular choice for investors concerned about future inflation, and returns have been impressive in recent years. But the main contributor to TIPS’ performance isn’t inflation. Falling interest rates have been driving performance, creating a strong tailwind for bonds—and for TIPS in particular. It’s an ingredient that could become as hurtful down the road as it’s been helpful in the past. Higher interest-rate sensitivity—longer duration—has magnified TIPS’ returns. But in a rising-rate environment, longer-duration securities will likely underperform. If and when inflation does rise, TIPS’ yields will also be rising—and values will be declining—as the Federal Reserve tightens monetary policy. What do we think is the right strategy? Join our webinar on December 13th to discuss the role of an inflation-protection strategy in client portfolios.

• • Successfully Becoming The Alternative Investment Advisor

  • December 11, 2012
  • Sponsored by John Hancock Mutual Funds
  • Join Investment Advisor and AdvisorOne.com for this live, interactive, webcast, sponsored by John Hancock Mutual Funds, and hear from industry experts regarding how to successfully incorporate alternative investments into your portfolio selling strategy.

• • What Keeps Commodity Investors Up at Night. And Why.

  • December 6, 2012
  • Sponsored by Direxion
  • Please join us for this webinar as we examine the latest dynamics that are driving the commodities markets, and discuss ways for investors to harness this distinctive asset class in a challenging environment. Register today if you’re seeking ways to employ commodities to diversify your clients’ portfolios, increase their return potential, and provide a hedge against rising inflation.