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Advisor Perspectives

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  • Gary Shilling’s 2017 Outlook for the Economy and the Markets Gary Shilling’s 2017 Outlook for the Economy and the Markets A. Gary Shilling Recorded: Feb 9 2017 61 mins
    Eligible for one CFP Board® CE Credit and one IMCA® CE credit

    According to Gary Shilling, the U.S. and other major economies will plod along in 2017 with no recessions or financial crises in sight. It’s a view worth taking seriously since Gary has built his reputation over many decades by spotting big bubbles and predicting their collapses. In this webinar, Gary will offer his views on where the U.S. economy is heading this year and the potential impact of President Trump's proposals. Specific topics he will cover include:

    •Why weak global economic growth will continue;
    •Why U.S. consumers are saving, not spending;
    •Why the future of crude oil prices is down;
    •What's been driving voters' "mad as hell" sentiments;
    •The effects of Brexit; and
    •The threat and implications of deflation in the U.S. and Europe.

    Gary will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.
  • Tools for Collaborative Portfolio Design Tools for Collaborative Portfolio Design Christopher J. Sidoni, CFA, CFP Recorded: Jan 26 2017 61 mins
    Eligible for one CFP Board® and one IMCA® CE credit

    Is investment portfolio design becoming commoditized as countless articles, papers, and blogs say? If this process merely involves measuring risk tolerance and recommending a model portfolio the answer is “Yes.”

    But there’s a better way to design investment portfolios. It starts by recognizing that risk perception isn’t static and that knowledgeable clients make better investment decisions. In this presentation, Christopher will:
    •Provide a framework for a collaborative, educational design process that gives clients greater awareness of their own risk tolerance, a truly customized portfolio, and a higher level of confidence in their decisions;
    •Explain how to incorporate client behavioral risks such as “frame of reference risk” into portfolio construction; and
    •Discuss sophisticated tools that make this process more interactive and engaging.
    Christopher 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.
  • The New Profession The New Profession Bob Veres Recorded: Jan 11 2017 63 mins
    The financial planning/advisory profession has entered a period of hyper-evolution, with new value propositions, client profiles, revenue models and dramatically new technology. How do you navigate these seismic changes to build a successful practice of the future? Bob will answer this and other questions by discussing:

    -The compensation model of the future
    -Which technology solutions will save you money and grow assets
    -The keys to a successful marketing strategy

    Bob will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.
  • 2017 Market Outlook: What Advisors and Investors Need to Know 2017 Market Outlook: What Advisors and Investors Need to Know Richard Bernstein Recorded: Dec 15 2016 60 mins
    Eligible for one CFP Board® and one IMCA® CE credit

    What do advisors and investors need to know as they head into the new year? In this timely market and economic outlook, Richard Bernstein will give advisors a better understanding of the global investment landscape and strategies for positioning their clients’ portfolios heading into 2017. Rich’s topics will include:

    •The implications of the new presidential administration;
    •The macroeconomic factors that will impact investors’ portfolios;
    •An overview of developed and emerging markets; and
    •Which asset classes offer opportunities -- and which to avoid.


    Richard 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.
  • Adapting to the Disruptive Forces in the Wealth Management Industry Adapting to the Disruptive Forces in the Wealth Management Industry Scott Welch Recorded: Dec 7 2016 55 mins
    Eligible for one CFP Board® and one IMCA® CE credit

    The investment and wealth management is evolving rapidly, forcing advisors to rethink and fine-tune their underlying value propositions. In this webinar, Scott Welch will describe the simultaneous disruptive forces shaping our industry and explain how advisors can deliver a differentiated client experience. You will learn how to:

    •Modernize your client-service routines in a world where freely available information and social media are creating higher client expectations and demands;
    •Accommodate changing investor demographics and stem losses from generational transfers;
    •Complete more effectively in an increasingly commoditized, low-return market environment; and
    •Justify your revenue model in an era of increasingly downward fee pressure.

    Scott 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.
  • Introducing Long/Short Investing to Clients Introducing Long/Short Investing to Clients Michael Grant Recorded: Dec 1 2016 62 mins
    Eligible for one CFP Board® and IMCA® CE credit


    The benefits of long/short investing are underappreciated and misunderstood by even the most sophisticated investors and advisors. In this session, veteran hedge fund manager Michael Grant will deepen your understanding of long/short investing and provide tools for identifying and educating investors who can benefit from this strategy. You will learn:


    •The characteristics of different long/short strategies, including flexibility of mandate, portfolio construction and expenses;


    •Where long/short fits within a client’s asset allocation;


    •The case for long/short in the current environment; and


    •What clients should look for when evaluating long/short managers.


    Michael 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.
  • The 3 Secrets to Limitless Leadership, a Breakthrough Business & a Life You Love The 3 Secrets to Limitless Leadership, a Breakthrough Business & a Life You Love Stephanie Bogan Recorded: Nov 16 2016 59 mins
    With her “humor meets tell-it-like-it-is” insights and real-life examples, entrepreneur, business coach and author Stephanie Bogan will share her journey from home office start-up to the sale of her firm to a Fortune 200 company along with the powerful lessons she has learned along the way.

    Revealing the insights she has gained by working with hundreds of top advisors, she will explore the mysterious forces that make managing and growing an advisory firm so challenging, and reveal three “secrets” to adjusting your business that can dramatically improve results. You will learn:
    •How your invisible decisions drive your business outcomes and success;
    •Why your current fee structure, client service model and staff management routines may be secretly holding you back; and
    •What you can do to meet the demands of increasing costs, complexity and competition.

    Stephanie will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.
  • Thinking Differently About Diversification: A Factor-Based Approach Thinking Differently About Diversification: A Factor-Based Approach Larry Swedroe and Andrew Berkin Recorded: Nov 9 2016 61 mins
    CFP Board® and IMCA® CE eligible

    Over 600 factors have been identified in the financial literature. How do you know which ones you should consider for investment? In this presentation, Larry and Andy will help advisors understand the daunting landscape of factor-based investing using tools discussed in their new book, Your Complete Guide to Factor-Based Investing. Advisors will learn:

    •The criteria for considering an allocation to a factor;
    •How to identify the small number of factors that meet the criteria;
    •The process and evidence that the Investment Policy Committee at Buckingham Asset Management uses when making factor-based decisions; and
    •The characteristics of two notable factors: high-quality stocks and time series momentum.

    Larry and Andy 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.
  • The Impact of Changes to Carried Interest on Wealthy Clients The Impact of Changes to Carried Interest on Wealthy Clients David Lesperance Recorded: Nov 1 2016 61 mins
    Both Hillary Clinton and Donald Trump have promised to get rid of the “carried interest” taxation that benefits many wealthy individuals. This provides favorable treatment of long-term capital gains compensation for certain categories of business owners, partners and executives. Should this occur, this compensation will be taxed at normal income rates, which are double the normal long-term capital gains tax rates. Advisors whose high net worth clients are facing this risk need to create a backup plan to reduce their clients’ current tax obligations without sacrificing their quality of life.

    In this webinar, David will review the elements of such backup plans and outline the specific steps needed to prepare for the possible elimination of the carried interest treatment. Advisors will learn:

    •How carried interest works;
    •How to identify clients who could be affected by its elimination;
    •The elements of a viable backup plan; and
    •How to discuss and mitigate the “hard” and “soft” issues that serve as motivating factors in triggering a backup plan.

    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 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.

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