Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.
Everyone is becoming accepting of the fact that technology has a role in the client experience and client journey within the wealth management industry.
Many are better understanding the impacts on the operating costs for service delivery. While some have completely embraced the cost saving advantages to such an extent that they have stormed onto the scene and gaining market share.
This rising presence of technology has brought about a new and unique relationship management standard. One that takes several steps away from the long standing traditional lorels of relationship management. However, it has allowed firms to take many a step closer to the ultimate focus, the client and their needs.
Scorpio Partnership explores the current state of our industry and attempts to answer the new big questions that should be on everyone’s minds:
How is technology really going to transform the wealth management landscape?
What does this trend really mean for traditional wealth management?
Investors interested in reaping the benefits of factor-based investing in their portfolios have long believed the ultimate question to be, “Which factor should I choose?” Our most recent research shows, however, that investors would be better served to ask, “When should I favour each factor?” Our research also suggests that your investment horizon, rather than the timing of incorporating factor based strategies, is key to meeting your objectives.
Join Janus for an investment panel moderated by CNBC's Brian Sullivan and featuring some of Janus' best and brightest investment talent. Tune in as they share insights on three key market themes: Volatility, Pockets of Growth, and Rate Risk.
Are there rough times ahead for investors and advisors? In this live CE-eligible webinar, Mr. Hashbarger will examine four economic themes that underlie the potential for greater market volatility in the second half of the year. These include:
•The expected Fed rate hike in September;
•The possibility of an earnings recession;
•The potential for oil prices to repeat last year’s downward slide; and
•Ongoing concerns about continued strength in the US dollar.
Within these four themes, he will explore each in detail, revealing how Federal Reserve activities, earnings growth and multiple expansion, energy and commodities prices, and currency exposure may contribute to volatility in the second half of 2015. He will explain why these factors are in play today and provide strategies advisors can use to protect their clients’ portfolios during periods of market uncertainty.
There will be plenty of time for Q&A, and Mr. Hashbarger will be available to continue discussion of the issues raised in the debate on APViewpoint.
Northern Trust investment experts discuss their perspectives on the state of the financial markets, potential timing of a Federal Reserve interest rate move and the implications for institutional investors.
There is a large amount of literature on happiness and the importance it has on our lives and work. There have been various studies into the connection between happiness in the workplace, learning and productivity and the general well-being of staff and individuals. This introductory webinar will introduce the neuroscience of happiness and the connection to creating a positive culture and how using humour as a cognitive tool helps create adaptable, resilient teams.
In this webinar you will explore:
- What is Laughology – The science and psychology of motivation, emotions, happiness and humour
- Why happiness, humour and laughter is vital in all workplaces
- What does happiness really mean for organisations
· How a happy workforce is more flexible to change
· Humour as a system for processing information and being positive
Wealth management is in a constant state of evolution. Yet, many advisors still hold on to outdated processes and practices that are being supplanted by a new generation of online advice technologies. To remain competitive and relevant, advisors need to rethink their core value propositions and find new ways to add value to client relationships.
Scott Welch offers a solution. In this live CE-eligible webinar, he will review the fundamentals of behavioral finance and its application to portfolio management to demonstrate:
•Why advisors need to differentiate themselves in a “race to zero” market environment that is becoming increasingly commoditized by online advice platforms;
•How adopting a goals-based approach to proposing, managing, and reporting on client portfolios can help advisors can align themselves more effectively with the ways clients actually think about their money; and
•How embracing this enhanced level of service will require advisors to rethink traditional client reporting and communications.
There will be plenty of time for Q&A and Scott will also be available to answer additional questions about this presentation on APViewpoint.
IMCA has accepted this event for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications.
Today’s workplace is a complex environment that challenges ambitious women. The path to the top isn’t straightforward and it’s critical to understand the workplace dynamics in order to avoid potential barriers.
This session provides the necessary tools to understand and overcome the obstacles in today’s complex work environment in order to reach your career goals. Watch while Kathleen Burns Kingsbury interviews Bonnie Marcus, certified executive coach, speaker and author, and you'll discover:
• How to assess the power, the rules, and the culture of your organization in order to navigate successfully.
• How to identify and plug into the power grid in your organization.
• How to use self-promotion, strategic networking, and sponsorship to get ahead.
"The Go-Giver tells the story of an ambitious young man named Joe who yearns for success. Joe is a true go-getter, though sometimes he feels as if the harder and faster he works, the further away his goals seem to be.
Rapidly going from national bestseller to global phenomenon, The Go-Giver soon gained a devoted following in its original English and in more than 21 foreign-language editions. From schools, churches and hospitals to law firms and information technology companies, individuals and groups around the world have applied the book’s Five Laws of Stratospheric Success to their organizations and businesses, relationships and personal lives."
Join Meridith Elliott Powell as she interviews Bob Burg, Speaker and co-author of the International Best Seller, The Go-Giver. This webinar is full of information you will use every single day as you move forward with your business! Learn to shift the way you relate and even the way you view your business to increase value, build trust, and gain profits. This is one webinar you will NOT want to miss.
Although their efficacy conflicts with modern financial theory, style factor tilts have generally outperformed the market over time. But what drives this outperformance, and is it consistent over time?
Northern Trust investment experts discuss:
• Origin of factor tilts
• Historical track record of these strategies
• Theoretical justification for their effectiveness
Investor appetite for smart beta investing continues to grow, as do the number of smart beta indices but even with indices targeting the same factor, performance varies significantly. In this webinar our team of quantitative equity research experts will take a look at why this is. They will share their analysis on how well smart beta indices capture exposure to compensated risk factors and minimize unintended, uncompensated exposure using our own metric, the Factor Efficiency Ratio (FER). They will answer your questions and help you to understand how this information can guide the decision making for your portfolio.
Time to Rediscover a Healthy You! To increase your bottom line, you need to make sure your health and wellness are at optimal performance! Join Host Meridith Elliott Powell as she interviews author, speaker, and health coach Polly Pitchford. Polly's radical approach to fitness will transform your lifestyle as you navigate the corporate world! Get the secrets that will increase your optimal performance, any day of the week!
Northern Trust DC Solutions experts discuss the results of our 5th Path Forward survey of DC plan sponsors, investment consultants and DC plan participants.
The research findings provide plan sponsors with recommendations for real-world actions they can take today to help improve the DC retirement system and create better retirement outcomes for American workers.
The team discusses 5 ways that plan sponsors can help participants improve their retirement outcomes:
- Step it UP
- Set Auto Features at Meaningful Levels
- Provide Projections
- Streamline Investment Menus
- Introduce In'Retirement Options
The Diversity and Inclusion needle in the financial services industry has remained nearly stagnant even though it’s the 21st Century. During this webinar, Kathleen Burns Kinsgbury discusses this topic with Lazetta Braxton, CFP®, Founder and CEO of Financial Fountains. Watch this webinar to discover:
- How leaders in the financial services industry can better accept their role as Diversity and Inclusion gatekeepers
- Why you don’t want to put all of your eggs in one basket
- What level of “risk” your firm may endure to realize its Diversity and Inclusion goal
While asset allocation and diversification are standard practices among advisors, the question of how to identify and optimize asset class locations to address each client’s time horizons, and the expected return and tax efficiency of the underlying investments, is far more challenging. In this live webinar and Q&A session, Michael will explore various ways advisors can:
-assess the value and potential costs of utilizing an asset-location strategy with their clients;
-build an asset-location priority list based on the expected return and tax efficiency of various assets; and
-illustrate the benefits of incorporating asset allocation into an advisor’s investment and financial planning regimen.
Michael will also describe how asset location priorities shift based on portfolio turnover and dividend rates, and how to optimize the location of stocks to deliver greater tax efficiency.
During the session Michael will answer advisors’ questions and will be available afterward to discuss his presentation on APViewpoint.
The CFP Board has accepted this program for 1 hour of CE credit towards the CFP® certification. In addition, IMCA has accepted this program for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.
YSC is a business psychology consultancy who have been at the forefront of assessing high potential in FTSE 100 organisations. This session will look at their model of high potential and identify the process of assessment involved to understand the psychological components which are deterministic of high potential performance and leadership.
The model used by YSC is the most applied in the UK and has been formally validated through extensive research
No matter what you call it, the process of bringing new contractors and temporary employees into your company can be challenging. Nowadays, the most inspirational companies use technology to care for and manage their contingency workforce so that everyone feels engaged and has an impact on productivity.
Contractors and temporary employees may spend much shorter periods of time on your workforce.They may have different skill sets and be carrying out different work.They may even work on different locations to your direct employees. But they still need to be on-boarded in a way which keeps them safe and gets them productive in a timely manner.
This presentation will bring you through the steps you should take when planning your initiation process for contractors and temporary employees.
It advises you on your obligations as well as the kind of information you may wish to impart.
Investors are increasingly turning to quality investing as a way to manage turbulent market conditions. Our research reveals that quality driven strategies historically have offered stronger, more consistent returns with less volatility than other approaches. But “quality” is one of the most overused and hardest-to-define ideas in investing. In this webinar, Northern Trust experts explore the definition of quality as an investing factor, its application across different asset classes, and why these approaches appeal to risk-averse investors.
Financial advisors attending this webinar will learn how Northern Trust applies the quality factor to equity strategies. Our experts will take a deeper dive into quality and discuss:
• Our multidimensional definition of quality
• How the Northern Trust Quality Score (NTQS) helps identify high-quality stocks
• How our models are tailored to individual market segments
Traditional Marketing + Digital Marketing + Social Media Marketing = Fusion Marketing!
If you are still calling yourself a “Social Media Expert” then you’re announcing to the world that you have been left behind. If you’re an expert in Facebook and Twitter, then you’re trying to build a entire marketing strategy restricted to using only one or two tools available. Facebook is not a strategy. Twitter is not a strategy. If you’re still stuck looking at social media as a stand alone marketing technology, then you’ve been left behind.
The Fusion Marketing Bible is the next generation of marketing that brings our 6,000 years of traditional marketing, the exciting digital marketing tools of the Internet, and social media and fully integrates them into one seamless tool set that will accomplish every objective you set!
The Fusion Marketing Bible isn’t just about integration; it’s a totally new concept of “Interconnecting” all of your traditional and digital tools together! The Fusion Marketing Bible is about looking at all of your tools, campaigns, objectives, and conversion strategies first in two-dimensions, then taking your entire marketing strategies into the world of three-dimensions. This allows you to look at everything you do in marketing in a completely different way.
The Fusion Marketing Bible, now #3 on Amazon, comes from Lon Safko, the author of the internationally best selling book; The Social Media Bible, #1 on Amazon. Join Lon Safko and host Meridith Ellitott Powell as you learn to transform your marketing strategy in this high-energy and cutting-edge webinar!