Investing in a Volatile, Yet Trendless, Market

Gain insights on how to navigate your clients’ portfolios through today’s geopolitical risks:
•Ongoing U.S. fiscal debate
•Italy’s coalition government
•North Korea’s threats

You will learn how game theory provides a framework for making sense of these geopolitical developments. Join Brian Singer, head of William Blair’s Dynamic Allocation Strategies team, as he highlights how to leverage game theory analysis to assess investment opportunities and risks.

As someone who is buying into a business, what kind of questions should you ask? What should you be prepared for? Roger Pine of Briaud Financial Advisors learned through experience and shares what you should and should not do.

Attending an industry conference can be a rewarding in many ways. There are significant opportunities to benefit from the educational, networking, and business development components of the event. But like any other business activity, proper planning is essential to ensure a successful experience.

Bill McGure will take you through a checklist of the most important things to need to do before, during, and after the conference, including:
- How to choose the conference(s) that best align with the needs of your business
- Methods to prepare and plan to your own personalized agenda
- Setting goals and developing an action plan to achieve them

So, join us for this valuable session on how to "make the most" of your conference experience and maximize your return on this investment.

Bill McGuire is principal consultant of W.M.McGuire, LLC, a full service integrated marketing firm that focuses on common-sense with keen eye towards budgets, deadlines and tangible results.

What do you say to a grieving client? Do you really want to know how they are? Do you actually know how they feel? Amy Florian shares how best to communicate with a client who is going through a grieving process.

What do you say to a grieving client? Do you really want to know how they are? Do you actually know how they feel? Amy Florian shares how best to communicate with a client who is going through a grieving process.

As advisors get more deeply involved in social media and content development, the natural questions are: “How does this fit into our broader marketing? How can I leverage my social media to gain media attention and marketplace awareness?” View this webinar to learn the answers to these questions.

At a time when fixed-income yields are near historical lows, investors are looking to dividends as an alternative income source. But as straightforward as dividend investing may appear, mistaken assumptions and misperceptions can undercut both income and total return potential.

Join Forward’s Dividend Signal Strategy™ team as they discuss seven common mistakes dividend investors make and how to avoid them. Topics will include yield and growth factors, international investing, ETFs and more.

Dave Grant, one of NAPFA's 30 most influential people in fee-only financial planning of 2013, shares best practices for attracting gen X & Y clients.

Dave Grant is one of the founders of NAPFA Genesis. NAPFA Genesis is a peer-to-peer networking group designed to encourage professional growth and development among NAPFA members and affiliates who are 33 years old and younger.

Dave Grant, one of NAPFA's 30 most influential people in fee-only financial planning of 2013, shares best practices for attracting gen X & Y clients.

Dave Grant is one of the founders of NAPFA Genesis. NAPFA Genesis is a peer-to-peer networking group designed to encourage professional growth and development among NAPFA members and affiliates who are 33 years old and younger.

Emerging market equities have historically outperformed as the global economy gained momentum, so what's happened in 2013 and why? Join us for a Webinar where Northern Trust experts will explain what investors need to understand about emerging market equities today.