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.
With the recent rollercoaster ride that the Dow Jones Industrial Average has taken, much has been said about the future of the markets and where investors should put their money.
From multi-asset fund strategies to interest rate decisions, listen in as Lee Robertson, CEO & Chartered Wealth Manager at Investment Quorum, shares his thoughts on the current market situation and gives his tips on how to take these changes on in stride.
The past 48 hours have shown high levels of market volatility around the globe. Join our chief investment strategist, Jim McDonald after the U.S. markets close to learn more about the day's market activity, its impact and our views for the coming days.
Earnings season is underway and has seen a very strong Q2 reporting season for the holdings in the Resolution Capital Global Property Securities Fund. The REITs are enjoying record levels of occupancy and income growth, against a still muted supply outlook. The U.S. apartment sector has been a notable performer given the favourable demographic changes in key U.S. Coastal locations. Transaction activity remains high and capital flows into direct real estate remain robust, which is also supporting underlying asset values.
This webinar will cover the following topics:
•Key Investment Themes
Panacea Adviser has teamed up with ‘ThoughtLeadership Live’ and John Joe McGinley of Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers on how to prepare your business for the future.
Panacea Adviser and Glassagh Consulting recently launched a new free guide for advisory practices entitled, ‘Getting Ready for the Future of Advice’.
This webcast looks at the various tools this guide covers and will walk you through how you can future proof your business and ensure you identify, respond and develop to manage industry changes.
We will also look at future trends and how business tools can be used to plan for the future in a positive and profitable manner.
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!
Do you have a blog or news section on your website? Are you attracting high levels of traffic, but low numbers of leads for your firm? You're not alone! Converting website visitors to enquiries (and eventually clients) is a huge problem for many professional services firms. In this presentation, we'll talk about why this is the case, what you can do to combat it and how you can implement a full 'lead nurturing' system to keep converting visitors to clients, time and time again.
Last week brought more discord and confusion from both Greece and China — while Janet Yellen held firm on interest rates. Chief Investment Officer Bob Browne discusses what the latest developments mean for investors.
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
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.
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
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.
Great communication starts with great listening. And great listening starts with an inner listening called Mindfulness, a simple practice done 10-20 min. a day that makes an average communicator into a great one. Transform hollow interactions into engaged, dynamic relationships by being present and in the moment. Learn why successful organizations all over the world are bringing Mindfulness to the workplace. Developing inner awareness leads to productive relationship building, sharpening crucial skills in management, improving sales & operations at successful firms. Win the trust across the spectrum of those you communicate with, from clients to colleagues, employees to senior management, in every interaction.
You Will Learn:
1.What Mindfulness is & why it is useful in the business world.
2.How this simple practice enhances self-awareness, making one a potent & attentive listener.
3.How to be 100% in the present moment, focused, free of distractions.
4.A 5-phase process that leads to effective communication & deep trust, yielding sustainable professional & personal relationships.
5.How Mindfulness training has been embraced across industries, including health, financial services, technology, government, journalism, entertainment, social services, think tanks, law enforcement, the military & education. (Google, Apple, Aetna, Virgin, Madison Wisconsin Police Dept, Congress, & House of Commons.)
Can’t Miss Takeaway:
•Learn the daily practice of Mindfulness & how it delivers practical benefits.
•Have access to an audio guide to a daily Mindfulness practice.
•Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness & The Art of Inner Listening.
Who Should Attend?
Anyone who wishes to be more effective in their communication skills, with greater control, clearer focus, more patience, flexibility & skill, greater leadership & access to intuition, values, creativity, & managing stress & difficult emotions with poise.
Pensions freedoms in the UK are now nearly 6 months old. Advisers have been adding value by helping clients make an informed decision on the choices available, but are all tools that are available to help in this process equally fit for purpose?
Understanding how the tools work and their limitations is a critical step both in providing compliant and robust advice, and in explaining the results to clients.
eValue explains the methodologies and limitations of the income planning tools provided to advisers to help advisers ask the right questions to become comfortable with the tools selected. The webinar covers:
- Why the modelling risks are so important in post retirement income planning
- The main types of forecast methodology and their limitations
- What to look out for when choosing your income planning tool
What’s next for investors? Northern Trust’s Chief Investment Strategist Jim McDonald and Claire Meier, sovereign analyst for international fixed income will discuss our long-term investment outlook. Learn about:
• The key investment themes you’ll want to watch in the years ahead
• Our 5-year economic and financial market return forecasts
• What it means for your investment portfolio
Join us on September 15 at 9:30 a.m. CT. Register now.
A recent report suggested that nearly half of IFAs are recommending their clients invest in multi-asset investment funds. Increased market volatility appears to have resulted in more IFAs recommending these fund solutions. Despite their rising popularity, are multi-asset funds the panacea they appear to be? Are IFAs delegating too much responsibility for risk management and investment performance when opting for multi-asset funds, instead of constructing a portfolio of single-asset class funds? In this presentation, Martin will explore the arguments for and against the use of multi-asset funds for advised investment clients. His conclusions might surprise you.
Join us for a live interactive webinar session where Paul Niederer, the CEO of the Australian Small Scale Offerings Board (ASSOB), will discuss how the world’s oldest equities crowdfunding platform has been able to remain FRAUD FREE after completing hundreds of raises in over 10 years in operation.
Webinar viewers will learn how to identify red flags before deploying capital on equity crowdfunding or marketplace lending platforms as well as gain an understanding of “Investor Commanded Transparency”.
A MUST-VIEW webinar for novice investors, experienced venture investors (especially FinTech investors), financial advisors, issuers, underwriters and regulators.
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.
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.