Webcasts

Archived Webcasts

• • SMA Award Recipients Unveil Winning Strategies

  • June 6, 2013
  • Sponsored by Envestnet
  • Join Investment Advisor for this live, interactive webcast, sponsored by Envestnet, honoring the firms and strategies outperforming all others in four major categories. The strategies are not only repeatable and sustainable, but are clearly articulated to the advisors with whom they work. As markets continue to reach new highs, how are these managers positioning themselves to take the greatest advantage, and what red flags do they see on the horizon? Attend this event and hear directly from some of award winners.

• • Financial Advice from the Trenches: Putting Theory Into Practice

  • May 29, 2013
  • Sponsored by Questar Capital
  • Join Research Magazine and AdvisorOne.com for this live, interactive webcast, sponsored by Questar Capital. Receive practical advice from veteran financial advisors about how to apply the various theories in investing and portfolio balancing, including modern portfolio theory, the life-cycle theory and the prospect theory.

• • 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.