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Advisor Perspectives

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  • New Research: The Art & Science of Portfolio Optimization New Research: The Art & Science of Portfolio Optimization Presenter Adam Butler, CFA, CAIA Recorded: Jul 14 2016 61 mins
    IMCA® and CFP Board® CE credit eligible.

    Everyone makes active bets on asset allocation. But few do it thoughtfully.

    Thousands of asset allocation methodologies are compatible with efficient markets. That’s why advisors need to understand the implicit “bets” they place when constructing portfolios.

    The first webinar in our four-part series covered the role of asset allocation versus security selection in achieving clients’ long-term objectives and introduced the only portfolio that makes no active bets — the Global Market Portfolio (GMP).

    In this webinar, Adam will explore a variety of methods for constructing portfolios that deviate from passive GMP weights while expressing specific market assumptions. During this session you will learn:

    •The basic relationships between risk and excess returns;
    •Different ways to optimize diversification;
    •How to estimate risk and correlation in the portfolio-construction process; and
    •How the markets have historically priced different measures of risk and dynamic versus static portfolio assumptions.

    Adam will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

    Future webinars will explore the advantages of risk parity and introduce more active multi-asset "factor" strategies like Adaptive Asset Allocation.

    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.
  • Exposing the "Active Risks" of Passive Portfolios Exposing the "Active Risks" of Passive Portfolios Presenter: Adam Butler, CFA, CAIA Recorded: Jun 30 2016 62 mins
    Many top minds in finance have shown that asset allocation is the primary determinant of long-term investment results. Others trumpet the virtues of passive management. Yet, many investors—and advisors—end up making unintended active bets in asset allocation—even when they think they’re investing passively.

    In this first part of a four-part webinar series, Adam Butler outlines a logical framework for asset allocation that is consistent with the most basic principles of finance. During this session, you will learn:

    •Why most investors’ asset allocation strategies inadvertently take an extremely active stance;
    •Why supposedly passive domestic 60/40 portfolios carry the highest risk of expressing surprisingly active views;
    •How one unique global asset allocation strategy allows advisors and investors to truly invest passively; and
    •How advisors can implement this strategy for their clients using cost-effective ETFs.

    Future webinars will explore the advantages of risk parity, and introduce more active multi-asset "factor" strategies like Adaptive Asset Allocation.

    Adam will answer attendees’ questions during the webinar and will be available to continue the discussion 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.
  • What Every Advisor Should Know About Bonds What Every Advisor Should Know About Bonds Brian Battle Recorded: Jun 16 2016 62 mins
    IMCA® and CFP Board® CE approval pending.

    With interest rates still near all-time lows, making the right decisions for your clients’ bond holdings has never been more critical. Join Brian Battle for an eye-opening discussion of fixed-income allocations that seek to avoid exposing your clients to excessive risk. You will learn:

    •Why nobody can reliably predict future interest rates;
    •Key bond principles and their potential impact on your clients’ portfolios; and
    •How to use bond math and logic, rather than intuition, to make more effective fixed income decisions.

    Brian will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

    The CFP Board® has accepted this program for one hour of CE credit towards the CFP® certification. In addition, IMCA® has accepted this program for one 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.
  • No Portfolio is an Island No Portfolio is an Island David Blanchett Recorded: Jun 7 2016 61 mins
    CFP® and IMCA® CE credit-eligible.

    Advisors who focus solely on managing the risk and return aspects of investments have a limited view of their clients’ financial “big picture.” Investors are demanding a more integrated financial planning and portfolio optimization approach that encompasses analysis of their assets and liabilities, liability risk, tax concerns and time horizons.

    In this presentation, David Blanchett will show advisors how to achieve a more holistic approach to planning. You’ll learn:

    • How to integrate each client’s wealth elements, including investable assets, human capital, real estate and pensions, into your analysis;
    • How to calculate the impact of varying asset and liability risks;
    • How to build an efficient income portfolio that complements assets designed to generate total return;
    • How to incorporate each client’s unique tax concerns into asset allocation and manager selection processes; and
    • Why longer investment durations don’t always mandate higher risk tolerance.

    David will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

    The CFP Board® has accepted this program for one hour of CE credit towards the CFP® certification. In addition, IMCA® has accepted this program for one 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.
  • Six Keys to Becoming a High-Impact Communicator Six Keys to Becoming a High-Impact Communicator Beverly Flaxington Recorded: Apr 28 2016 61 mins
    CFP® and IMCA® CE-eligible event

    Knowing how to deliver your message with maximum impact is crucial to gain and deepen relationships. But even the most seasoned financial professionals find it difficult to deliver their message in a compelling way. In this presentation, you’ll learn strategies great communicators use to grab their listeners’ attention, convey useful information and leave their audiences wanting more, including:

    •A proven six-step process to help you prepare for every meaningful communication you’ll have with audiences;
    •How to bring investment information alive;
    •How to “read” people and adapt your communication style to improve understanding and trust; and
    •How to move prospects, clients and centers of influence to action more quickly.

    Bev will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

    The CFP Board® has accepted this program for one hour of CE credit towards the CFP® certification. In addition, IMCA® has accepted this program for one 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.
  • Knowledge, The Super Factor Knowledge, The Super Factor Steven Vannelli, CFA -- CIO Gavekal Capital Recorded: Mar 17 2016 63 mins
    New research on the next generation of smart beta products

    According to Morningstar, more than $544 billion is now invested in smart beta products, much of this in factor-based strategies. But the limitations of simple factor-based strategies make them unsuitable for “buy and hold” investors, who still tend to favor actively managed mutual funds.

    Gavekal Capital has identified a new “Super Factor” that breaks through the confines of simple factors. New research has shown that over the past 15 years this Super Factor not only outperformed all five of the most common simple factors, but also generated alpha.

    What is the Super Factor? Knowledge. Join us to learn how the Knowledge Factor captures the excess returns of companies that invest in innovation, offering long-term investors an alternative to factor-based ETFs and actively managed mutual funds.

    In this webinar, participants will learn:

    •The benefits and shortcomings of factor-based strategies;
    •How Gavekal Capital identifies companies that have a tendency to experience excess returns to create the Super Factor; and
    •How to apply this Super Factor in investment portfolios.

    Steven will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

    The CFP Board® has accepted this program for one hour of CE credit towards the CFP® certification. In addition, IMCA® has accepted this program for one 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.
  • How to Beat the Robos at their Own Game How to Beat the Robos at their Own Game Bob Veres Recorded: Mar 8 2016 56 mins
    The venture-backed robo-advisor sites uncovered several weaknesses in the profession, and perhaps the biggest was the lack of a compelling, interactive web presence. To get a higher percentage of their referrals as clients, advisors need to create a more interactive and compelling “pre-engagement” online experiences. In this webinar, Bob will outline best practices for using technology to beat the robos and discuss cost-effective solutions for:

    •Improving your site’s percentage conversion of “visitors” to clients;
    •Enhancing your site’s “stickiness” with existing robo-like tools in four different vectors;
    •Leveraging the information gathered from user interactions to create personalized contact strategies for each prospect; and
    •Differentiating your firm from your competitors – both robo and human.

    Bob will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.
  • Taking the Fiduciary High Ground Taking the Fiduciary High Ground Blaine F. Aikin Recorded: Feb 22 2016 61 mins
    Regulation seeks to protect the public; professional advisors seek to serve the public. While these propositions are intuitively aligned, both regulators and advisors spend countless hours tangling with the complexities of translating best intentions to workable principles and rules. In this session, Blaine will help advisors understand how the “big picture” can make a big difference when it comes to successfully managing their regulatory and professional obligations. Attendees will learn:

    •The origins of the fiduciary standard and its foundational principles:
    •The latest developments in federal fiduciary regulations;
    •The areas where regulation and professionalism converge; and
    •How professional standards of conduct for financial planners and advisors enable them to serve as effective fiduciaries for their clients.

    Blaine will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

    Attendees with AIF®, AIFA® and PPC™ designations can earn one hour of CE credit from fi360 by attending this live event. The CFP Board® has also approved this webinar for one hour of CE credit. IMCA® is currently reviewing this webinar for CE credit eligibility and approval is expected shortly. If you enter your identification information for any of these organizations during the registration process and stay for the entire live session, we will report your attendance to these organizations.
  • Estimating the True Cost of Retirement Estimating the True Cost of Retirement David Blanchett Recorded: Feb 11 2016 61 mins
    Retirement is the most expensive “purchase” most individuals will ever face. In this session, David Blanchett will provide a framework to help advisors gain a deeper understanding of how to estimate the true costs of retirement, providing insights and strategies for:

    •projecting the appropriate length of retirement for clients;
    •determining the optimal amount of retirement income needed to maintain pre-retirement living standards;
    •forecasting the growth of assets and estimating potential liabilities; and
    •defining what it truly means to financially succeed or fail during retirement.

    David will answer attendees’ questions during the webinar and will also be available to continue the discussion 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 for those with CIMA®, CIMC® and CPWA® designations. If you provide the required CFP Board or IMCA information during the webinar registration process and stay for the entire live session we can report your attendance to these organizations.
  • Ten Changes that Will Rock Your World Ten Changes that Will Rock Your World Bob Veres Recorded: Jan 27 2016 62 mins
    The advent of new robo-technology and breakthroughs in asset management and retirement-planning research have spurred greater upheaval in the financial planning space in the past two years than in the past 20 combined. In this forward-looking presentation, Bob will deliver insights and advice that can help you position yourself for the new future of the profession. You will:

    •Understand the 10 key trends that are driving evolution in the financial planning space, and learn how to prepare and prosper in this environment;
    •Come away with practice management and technology insights that will make your business more effective; and
    •Learn how to profitably access the growing “blue ocean” of middle market clients.

    Bob will answer attendees’ questions during the webinar and will also be available to continue the discussion on APViewpoint.

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