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.
Not long ago, pushing a button and immediately receiving your product seemed the stuff of futuristic movies with the likes of time travel and hover cars. While we’re still waiting on the latter, the On-Demand Economy has made (almost) immediate delivery a reality.
Companies like Uber, Airbnb, Postmates, and more, have disrupted their respective industries by creating solutions to meet the unstoppable demand from consumers to have what they want, when they want it – and that usually means right now.
By putting control over delivery into the hands of the consumer (i.e. do you want it now, or at a specified later time?), companies are allowing them to interact with products and services truly on their terms. This requires a deep understanding of consumer behavior and expectations, as well as the tools, payment options and customer experience to drive on-demand loyalty.
Join us for a conversation on the on-demand economy, and how it's changing the future, and the present, of commerce.
In this webinar, you'll:
* Get insights into the changing consumer landscape
* Learn how successful on-demand companies are effectively addressing customer needs
* Enhance customer experience and offer better deals
* Change the relationship between your customer and the business
* Terry Angelos, Co-Founder and CEO, Trialpay
* Jared Simon, Co-Founder and COO, Hotel Tonight
* Sean Behr, CEO, Zirx
* David Frankel, Managing partner, Founder Collective
Looking through recent market volatility, REIT earnings growth remains well above inflation and REITS are trading at a material discount to direct property. REIT management teams are using this backdrop to sell mature assets, manage leverage to sensible levels and re-invest into value-add development. The prospect of further M&A activity remains high.
This webinar will talk through the risks and opportunities for REIT earnings growth.
With the 21st meeting of the Conference of Parties (COP21) in late November, thoughtful investors may be asking:
"How can I impact global climate change with my investment portfolio?"
"How might government response to climate change affect my portfolio?"
And "How can I take action to manage carbon risk?"
Unsure how to answer? Then join Northern Trust Asset Management and Responsible Investor on our latest webcast, as we look to share our expectations of COP21 and highlight how the themes of the Paris summit translate to your investments.
We will take a look at:
• Decarbonization: Theory to practice
• Investor challenges/risks
• How investors can mitigate these risks
The interactive session will be moderated by Responsible Investor magazine.
Quite simply, Geoff teaches finance professionals how to get what they want. It’s not just about getting paid more, or promoted faster, or creating more career options. But how do you create the career you truly want?
As a former investment banker from Goldman Sachs and investor at the Carlyle Group, and today an advisor to CEOs and senior Wall Street professionals, Geoff knows your career from the inside-out, and will teach you how to win.
You will learn how to step back, get clear on what you want, build a process to make it happen, and build yourself into the person who can do it. If you want to win, you want to tune into this webcast.
Our review of historical market performance, and our forward-looking assessment of the economy and markets suggests that the long-anticipated initial hike in the Fed funds rate should not be disruptive to financial markets.
To develop our own leaders we need to develop our own leadership skills. If we don't see ourselves as leaders, as I didn't, then how can we expect others to do so? If we expect others to lead and we aren't prepared to be seen as leaders ourselves, what message does this give?
In this webinar Sean Kent will share his experiences of developing himself as a leader and how he has been able to use that to develop leaders at Freebridge Community Housing. In particular he will reflect on the personal and organisational impact that coaching has had, and the benefits and challenges that diversity can bring to leadership.
We've tracked over $3.8 Billion in fundings, $3.8 Billion in acquisitions and IPOs for marketing tech in Q3 of 2015. The results are staggering.
The volume of deals, in both amounts and frequency shows VC confidence in marketing tech, and through our analysis, we're able to help you understand where they're gravitating towards and why that matters.
This webinar will answer:
•Which types of companies are gaining funding, and where in the marketing tech universe they fit.
•Where we're seeing the biggest areas of consolidation.
•Who the most involved / most active VCs are.
•Implications for investors, vendors, and most importantly marketing technology buyers and users.
*What you need to do to get noticed by the top VC, straight from the VC themselves
Jon Cifuentes, VB Insight analyst, VentureBeat
Blake Patton, managing partner, Tech Square Ventures
Jason Denenberg, director of entrepreneurship and capital finance, LaunchTN
Ravi Belani, Managing Partner, Alchemist Accelerator, Stanford University
Leaders in the 21st century face immense challenges with regard to harnessing workforce energy. This session will focus on the latest work and research conducted in the field of Leadership, Happiness and Neuropsychology to identify how Authentic leaders are able to marshal energy and deploy this effectively in a way which is distinctive and impactful.
The session will identify the critical approaches which are applied by successful leaders to achieve high performance and to maximise engagement. Rani Bains will draw on the latest research and practical examples to outline the self management and leadership approaches which "make the difference that counts." .
They say there are two sides to every story. The same is true with risk. Discover how Allianz Global Investors can help you view risk as not just a challenge, but an opportunity to potentially grow your portfolios.
There are 326 quintillion gallons of water on the planet, but only .007% of it is safe for consumption. Luckily, there's a big opportunity to invest in methods that improve water quality, availability, and efficiency. To learn how you can make a big splash in clean water investing, visit us.allianzgi.com.
Professor Ricciardi discusses behavioral finance, the psychology behind risk-taking, what makes individuals feel the way they do when making financial judgments, and how understanding our cognitive (mental) and affective (emotional) issues makes us better decision makers. He also highlights important issues from his current book Investor Behavior: The Psychology of Financial Planning and Investing with co-editor H. Kent Baker.
Philip Baker QC and Roy Saunders review the recently announced BEPS Deliverables, providing insight into the practical implications of the new measures and how international businesses will need to adapt.
Whether you’re moving up from Quickbooks or have an enterprise level ERP, you know that you can’t mess around with tax compliance. Imagine getting ready for IPO or hit that big buy from a major Fortune 100 company – and then find that the acquisition tanks due to a major liability in mismanaged sales tax. Ouch! Unfortunately, we’ve seen it happen time and again.
Let us help you get your organization ready for the next growth phase that will put you into the three comma club. We’ve rounded up some top-notch tax experts with lots of experience working with public and private high-growth tech companies – and they’re not going to let you down in the clutch.
Tax partners Malcolm Ellerbe, David Sordello, and Jon Davies of the Silicon Valley company Armanino will sit down for an interactive chat with the VentureBeat audience – and are happy to take your questions as you navigate the ins and outs of sales tax in a mobile and startup culture.
In this webinar, you’ll:
* Gain greater visibility to common sales tax loopholes that often snag hot tech startups and entrepreneurs
* Determine whether sales tax is even an issue for your organization -- you might be surprised.
* Learn ways that international tax in growth stage companies can be the make or break point for that next IPO
* Get a high level overview of other tax considerations like net operating losses, impact of stock compensation, and the states that are currently taxing cloud computing services.
Malcolm Ellerbe, Tax Partner, Armanino
David Sordello, CPA, Corporate Tax, Armanino
Jon Davies, Tax Partner, International Tax, Armanino
Fortinet protects the most valuable assets of the largest financial services institutions across the globe. Learn how they provide high-performance protection against cyber-threats by hearing from security experts and key customers.
When faced with increased market pressures and the unavoidable need for change, the first port of call for many organisations is to focus on the skills and capabilities of their people. Indeed, corporate training and development is a growing area. Research shows year on year double-digit growth since 2011 in corporate training spend. And whilst capability and skill development is an inevitable part of organisational development and effectiveness, the question however has to be, are we truly getting the returns on the investments being made? Is capability development meeting the needs of the organisation?
In this webinar Simon Jackson will share his experience and insight that has been developed over many years working with leading global brands on transformation initiatives that have focused on leadership development and change programmes. We will explore what is really needed to transform the capability of your people and create high performance.
In challenging and rapidly changing business environments, new leadership skills and behaviours are needed to lead through uncertainty and transform business. Leaders need to be agile and influential at all levels within the organisation. The old style of command and control no longer works. Instead, blame, judgment and criticism need to be replaced by responsibility and shared leadership.
Organisations who embrace a collective leadership approach will engage teams, inspire their clients and create lasting change.
Research shows that in the presence of horses, people are more aligned, more authentic and more transparent in their approach. Horses model leading from the collective, where every member of the herd takes responsibility for combined success. Jude will explain how working with horses enables teams to model collective leadership and lead change with confidence and clarity.
Jude is an international speaker, Horse Assisted Educator and author of the book Leadership Beyond Measure. She helps senior leaders develop embodied leadership skills that have a profound impact on clients and teams. Through live events and workshops, she partners with horses who provide non-judgmental feedback, enabling clients to identify their leadership behaviours and transform themselves into courageous and hugely influential, non-verbal communicators.
A lot can happen in twelve months. The past year has seen investment markets dominated by continued uncertainty in the Eurozone, the threat of rising interest rates in the US and worries about a hard economic landing in China. What will next year have in store for investors? Can Financial Planners and Wealth Managers ever accurately predict the future? Assuming our crystal balls do work, how should advisers adjust their investment recommendations to avoid the pitfalls and focus on the opportunities? In this webinar, Martin will share his views on crystal ball gazing, the big themes to consider for 2016 and how investment portfolios are best positioned for the future.
Discover why brand and culture are two sides of the same coin in professional services, and how to align them to achieve your strategic goals. In this webinar, Monica Ralli CMO and Arch Singh CHRO share how they initiated a transformation effort to renew the organization’s brand and culture, increase employee engagement and accelerate commercial success. By developing a Client Value Proposition and Employee Value Proposition in tandem, Hay Group has created a compelling story on releasing the full people potential of both clients and colleagues that resonates in both the marketplace and the organization. Learn why HR and marketing should work so closely together and how to achieve this in your organization.
Join Northern Trust investment experts who will 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.
In this webinar you'll hear from:
Carl Tannenbaum - Chief Economist
Jim McDonald - Chief Investment Strategist
Peter Yi, CFA - Director of Short Duration Fixed Income
Chris Doell, CFA - Managing Director, Client Solutions Group will host this webinar and lead the Q&A using viewer submitted questions.
The #1 question for people everywhere:
How to design & deliver a work-life balance that maximizes our best efficiencies at work and our most meaningful life outside work?
George Kinder has specialized in delivering work-life balance to consumers and professionals worldwide through Life Planning and Mindfulness trainings and workshops for 30 years.
The world today requires commitments in more areas than ever before. The requirements for work have been continuously expanded with new daily technologies, constantly competing with family time and lifestyle choices. Balancing a healthy lifestyle is critical for the future success of everyone in the workforce today.
Combining thoughtful financial Life Planning with Mindfulness delivers work-life balance to everyone. Mindfulness gives you the ability to recognize where you sacrifice your work-life balance. Life Planning defines the balance you really want and the financial elements needed to secure it. Join this webinar and learn how to design the best of lives for yourself, your employees or your clients that simultaneously maximizes efficiencies at work.
You will learn:
1.How to deliver work-life balance to yourself, your clients and your employees
2.How Mindfulness & Life Planning are key elements to your work-life balance
3.Learn how to begin the process of creating a financial Life Plan to support your work-life balance
4.Strategies for finding more time to support a good work-life balance
Can’t Miss Takeaways - You will:
1.Do the famous GK 3-Questions facilitated by George Kinder
2.See and receive access to a Free consumer Life Planning website
3.Receive a Free “Life Planning for You” book by George Kinder
4.Have access to an audio guide to a daily Mindfulness practice.
Who should attend?
Anyone seeking to improve their personal work-life balance or to help their clients or employees improve their work-life balance.