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.
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
Join us for a live interactive webinar session with Cromwell Coulson, CEO of OTC Markets Group, and Industry Recognized Securities Attorney, Sam Guzik. Cromwell will present liquidity options for new Reg A+ offerings. Sam will provide a brief regulatory update on venture exchanges and field questions regarding the legal structures for Reg A+
The municipal fixed income market offers opportunities for sophisticated investors who appreciate the nuances of the asset class. Any number of factors can impact the credit worthiness of a particular security. Getting it right requires the ability to analyze individual security features, and ultimately, security strength.
Join our team of municipal fixed income experts who will examine broad sector trends, sector specific indicators, expectations for performance and outliers in this space. Our team will discuss:
• Expectations for economic activity and implications for municipalities over the next 12-18 months
• Sectors that appear to be more challenged and those that are improving
• Incorporating munis in a portfolio to meet specific investment objectives
Join Niall Gallagher to find out why he believes that the factors that kept investors from Europe are dissipating:
1. Structural improvements are driving the European stock recovery
2. Austerity is coming to an end
3. A positive ‘fiscal impulse’ will support economic growth
4. Repair in the banking system is the key dynamic driving the credit impulse
Niall will also explain why it is important to look at the change in the rate of credit growth rather than credit growth or outstanding debt levels, when assessing the long-term investment potential of this region, and give an update on how he’s positioning the European equity mandates he manages at GAM.
Let's talk business performance improvement! The way we do business and the way we approach sales and sales training has changed. And with this new approach, we introduce the Resource Manager: one of the most pivotal tools to any great business.
Meridith Elliott Powell hosts guest Jack Hubbard, widely known as the "Professor of Prospecting." Author, facilitator, and out-of-the-box thinker, Jack brings his expertise to this high-energy, humorous, and hard-hitting webinar to deliver tools EVERY professional needs to improve their business!
Leadership today demands that we understand each other's differences first, in order for us to be understood. During this webinar, Kathleen Burns Kingsbury interviews Lauran Star, global speaker, consultant and author of the new book "Your Power Pivot" on this topic. They'll discuss how to shift our perspective about leadership, how leadership training programs fail, and how communication is the pivot point to success.
This webcast is in partnership with Responsible Investor and Northern Trust Asset Management. With guest speaker, EUROSIF's Executive Director, François Passant.
‘Regulation’ is one of the main drivers of ESG growth. This webcast will discuss its impact on the changing shape of Environmental, Social and Governance (ESG).
We will study the global efforts to pass legislation, implement codes of practice and self-regulation, and aim to understand what each of these efforts means for investors as they look towards incorporating ESG criteria in their portfolios – and whether it will push investors to consider ESG when they otherwise might not.
Join us for a live Q&A interactive webinar session with Rep. David Schweikert, the Congressman responsible for Title IV of the JOBS Act a.k.a Reg A+, and Industry Recognized Securities Attorney, Sam Guzik.
The Congressman and Mr. Guzik will address not only everything you need to understand about the final rules, but also how Reg A+ will impact the small cap IPO market and how venture exchanges will fuel the Reg A+ market.
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!
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.
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
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.
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.
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?