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Advisor Perspectives

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  • 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.
  • 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.
  • The data is clear: Prospects make 60%-80% of their decisions in the first few minutes (or less!) after meeting you.
    That’s how long you have to convince them you are the advisor with whom they should place their trust.
    But even advisors who make positive first impressions can "snatch defeat from the jaws of victory" once the meeting begins. In the first part of this webinar, Dan Solin will discuss how to use the science of first impressions to immediately establish a positive image when meeting prospects for the first time. He will cover the impact of:
    •Clothes: How to select suitable attire, based on regional differences and the demographics of the prospect;
    •Facial expressions: How smiling, eye contact and other expressions of validation and empathy build trust;
    •Gestures: How to maximize the effectiveness of hand and arm movements; and
    •Touch: The “correct” method of hand-shaking and other ways to generate positive perceptions through touch.
    In the second part, Dan will leverage the latest findings from neuroscience researchers, studies on dating and relationships, and other sources to provide strategies for building empathy and trust with prospects, asking the right questions, avoiding conversational pitfalls and closing more business.
    Dan will answer attendees’ questions during the webinar and will also be available to continue the discussion on APViewpoint.
  • New rules from the Treasury increase the attractiveness of longevity annuities held within IRAs. The ability to avoid required minimum distributions on qualified assets held within a QLAC provides additional deferral benefit that reduces the net costs of annuitizing a portion of retirement wealth. Longevity annuities pool later-life longevity risk, providing a lower cost and safer way to fund later life income within a retirement income plan. This presentation includes new analyses on:
    •How the QLAC rules allow a retiree can achieve significant pooling benefits of a longevity annuity with little tradeoff in expected legacy amount
    •The reduction in cost of funding later life income through a product that pools longevity risk
    •Improvements in shortfall risk in simulations that include a QLAC
    •The behavioral benefits of providing a guaranteed source of later-life income
  • This webinar is eligible for CE credit.

    Two industry thought leaders face off on the most contentious economic issue confronting advisors and investors today: the Fed’s stance on interest rates.

    In this live, Munk-style debate moderated by Larry Siegel, John and Frank will take opposing sides on the following proposition:

    The time is right for the Federal Reserve to start raising interest rates

    John will speak in favor of the proposition, while Frank will argue that the Fed’s current stance should continue. During the debate, both speakers will address various topics, including:
    •The relationship between inflation, economic growth, and Federal Reserve interest-rate policy;
    •The positive and negative effects of a zero interest rate policy on the economy and markets;
    •The risks of raising rates; and
    •Why higher interest rates may boost savings and consumption.

    John and Frank will answer attendees’ questions during the webinar and will also be available to continue the discussion on APViewpoint. Attendees can also vote on the proposition both before and after the debate. Results for both votes will be compared to determine the “winner.”

    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 live session, we can report your attendance.
  • Investor concerns over the fed tightening cause many to suggest this is a unique cycle, but is it really different this time? In this live webinar, Richard Bernstein Advisors CEO and former Merrill Lynch Chief Investment Strategist Richard Bernstein will discusses his firm’s positioning in global financial markets within the context of the Fed tightening policy. Topics will include:

    The differences between identifying the symptoms and underlying problems surrounding market corrections/volatility;

    The global credit bubble;

    Recent market volatility, including causes of the August correction;

    The “Wal-Mart World”, where countries like Japan must depreciate their currency in order to remain competitive;

    Richard’s stance on energy and credit-related asset classes; and

    The value of diversification as an “insurance policy” against being wrong.

    During the session Richard will answer advisors’ questions and will be available afterward to discuss his presentation 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 role does factor investing play in the innovation wave engulfing ETFs--and how can you and your clients benefit? In this live webinar, Christopher Huemmer will explain how factor investing is driving change in the ETF industry and how it can help you build diversified client portfolios that meet your clients' investment goals. You’ll learn:

    •How factor investing has become an important component of smart-beta investing;
    •How to evaluate and test whether single or multiple factors exist in your clients' portfolios, and whether more factors are actually better;
    •How to measure favor performance over time;
    •How alternatively weighted indexes can increase exposure to factors such as value or quality; and
    •How factor investing can continue to improve and the implications for investors.

    During the session Christopher will answer advisors’ questions and will be available afterward to discuss his presentation on APViewpoint.
  • Volatility in U.S. markets has reached levels not seen since 2011. Intraday volatility has also risen sharply during Q3 2015, with the CBOE VIX® hitting its highest level on record in August. In this CE-eligible webinar Joe, Adam and Margaret will explore the positive and negative impact of volatility on your clients’ investment portfolios and whether advisors should try to control it. Their broad discussion will cover:

    •How to explain volatility to clients;
    •The benefits and drawbacks of volatility, whether clients are in the accumulation or withdrawal stages of investing; and
    •Strategies that stabilize volatility and reduce downside risk through all market environments.

    During the session Joe, Adam and Margaret will answer advisors’ questions and will be available afterward to discuss their presentation 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.
  • Many couples avoid talking about personal finances with their partner. This “money silence” often leads to confusion, discomfort and conflict when couples meet with an advisor to discuss their financial future.

    Advisors are in a unique position to help couples and families shatter this silence by engaging in wealth conversations that foster trust and increase the likelihood that their financial planning efforts are successful. In this live webinar and Q&A session, Kathleen will discuss strategies for engaging clients in wealth conversations that enable advisors to:

    - understand typical client money mindsets and their associated financial beliefs and behaviors;
    - incorporate open discussions of wealth into client cultivation efforts, client meetings and ongoing communications to build trust; and
    - educate staff members and fellow advisors on the benefits of using wealth conversations to enhance the advisory process.

    During the session Kathleen will answer advisors’ questions and will be available afterward to discuss her presentation 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.

    This event is being conducted by Advisor Perspectives. LPL Financial and Advisor Perspectives are separate entities. LPL Financial is not responsible for any direct or incidental loss incurred by applying any of the information offered.

    For Registered Rep Use Only. Not For Use With The Public. Kathleen Burns Kingsbury is not affiliated with LPL Financial
  • The major strengthening of the US dollar is changing the global investment landscape. In this live Q&A session conducted by Advisor Perspectives CEO Robert Huebscher, Real Vision founders Grant Williams and Raoul Pal will discuss key macroeconomic drivers of asset price movements in international markets, focusing on how advisors can help their clients profit from opportunities created by favorable U.S. currency rates. Topics will include:

    •The risks of emerging market investing and how to mitigate those risks;
    •How lower energy prices create attractive investment opportunities; and
    •The impact of the economic weakness in China on other foreign economies and markets.

    Grant and Raoul will answer advisors’ questions and will be available afterward to discuss their presentation 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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