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Web Seminars
Live Broadcast Web Seminar: ETF Administration
Sponsor: BNY Mellon and Citi
September 10, 2010 12pm ET
Duration: 60 Minutes
The ETF industry is gearing up for a second wave of growth. As ETFs diversify beyond index funds to embrace active management and a long list of targeted, sector-specific offerings, they will present novel challenges for investment company back offices — from pricing, to tax implications and a whole host of accounting needs.
Creating the “Tax-Efficient Frontier”
Sponsor: Jefferson National
September 16, 2010 2pm ET / 11am PT
Duration: 60 Minutes
Join Whitepaper author David Lau to learn how you can create the “Tax-Efficient Frontier” by deferring taxes on assets such as bonds, which generate ordinary income, or actively managed funds, which produce short term capital gains, to help your clients potentially earn higher returns and accumulate more wealth for retirement.
Archived Web Seminars
Exploring the Fiduciary Opportunity
Sponsor: Envestnet
Date Held: July 27, 2010 4pm ET
Duration: 60 minutes
During this educational web seminar, industry experts will discuss the latest word from Congress on regulatory reform and its possible implications for financial advisors. The hour-long session highlights results from a study of both advisors and investors on fiduciary duty, and look at ways in which advisors can better align their practice with a high fiduciary standard.
Managed Futures: An Essential Portfolio Component
Sponsor: MF Global
Date Held: June 15, 2010 2pm ET / 11am PT
Duration: 60 Minutes
Managed futures were perhaps the only asset class to survive the 2008 market meltdown unscathed, up an incredible 18% during a year when the S&P 500 was down nearly 40%. This asset class, which has long been a popular investment among institutional investors, is less well known to financial planners. What do advisors need to know to incorporate these investments into their practice during both up and down markets?
A Pathway to True Independence: Joining an Established RIA
Sponsor: TD Ameritrade Institutional
Date Held: February 3, 2010 AVAILABLE ON DEMAND
Duration: 1 Hour
During this session, former wirehouse advisor Ron Wyatt shared his recent experience of joining an established RIA firm. Ron was accompanied by Stephanie Rossi, of the hiring RIA firm JFS Wealth Advisors, who recently brought Ron over. They will discuss the benefits of joining an established RIA, and what to think about when making a move. Patrick J. Burns, Esq., provided insights into legal considerations advisors should think about when transitioning to true independence.
Strategies to Protect Your Data and Your Practice
Sponsor: Iron Mountain
Date Held: November 19, 2009 AVAILABLE ON DEMAND
Don’t miss this timely and informative web seminar featuring industry experts John Gebauer, Managing Director of National Regulatory Services, and Jim Cuff, Vice President of Strategy at Iron Mountain Digital, who will cover topics key to your business success
Long-Term Care and Clients: Having the Conversation
Date Held: July 30, 2009 AVAILABLE ON DEMAND
Discussing long-term care with clients is more critical than ever. The high costs of facility or home care, combined with changed economic circumstances, may mean that clients lack the financial resources to pay for the cost of care out of pocket. Tune in to this educational web seminar to hear industry experts discuss how to discuss these issues with your clients.
