Dividends: The Cure for Yield-Starved Investors?

Manage webcast
Josh Peters, Morningstar; Peter Vanderlee, ClearBridge Advisors; Fran Radano, Aberdeen AM; John Cole Scott, CEF Advisors
The popularity of dividends has surged in recent years, and it’s not hard to see why—record-low interest rates and disappointing returns from growth strategies have left fewer practical options for retirees. Join us as we discuss dividend investing in today’s environment, and learn whether dividends are truly the wave of the future ... or if perhaps this is just another crowded trade.

Moderator:
* Josh Peters, Equities Strategist, Morningstar and Editor of Morningstar DividendInvestor

Panelists:
* Peter Vanderlee, Managing Director and Portfolio Manager, ClearBridge Advisors
* Fran Radano, Investment Manager, North American Equity, Aberdeen Asset Management
* John Cole Scott, Portfolio Manager, Executive Vice President, Closed-End Fund Advisors
Jul 25 2012
50 mins
Dividends: The Cure for Yield-Starved Investors?
dividend yield strategy
More from this community:

US Wealth Managers

  • Live and recorded (302)
  • Upcoming (3)
  • Date
  • Rating
  • Views
  • Channel
  • Channel profile
  • Take Control of Your First Impression Jul 9 2015 3:00 pm UTC 45 mins
    Julie Currid, COO of Initiafy, and Sean Fennell, CEO of Initiafy
    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.
  • Assessing High Potential in Leaders Jul 9 2015 1:00 pm UTC 45 mins
    Rani Bains, Managing Consultant, YSC Ltd.
    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
  • How to turn your investment process into profit Recorded: Apr 15 2015 24 mins
    Dan Middleton DipPFS Cert CII (MP & ER)
    Since RDR there has been a lot of pressure on advisers to establish an investment process that is robust, repeatable and compliant. Between growing regulation and client suitability requirements, it’s often a challenge to remain cost-effective.

    However, the use of independent reliable technology has proven to help thousands of UK advisers to streamline and maintain a consistent planning process that allows you to demonstrate the value in your proposition.

    Our webinar aims to equip advisers with information on how to make their planning process more effective and sustainable with key focus on the following areas:

    - Assessing a client’s investment suitability

    - Demonstrating investment suitability

    - Establishing a verified audit trail

    - Setting a fully automated review process.

    Sign up to find out more!
  • 4 Things Advisers can do to Immediately Improve their Marketing Recorded: Apr 15 2015 47 mins
    Sam Turner, Marketing Executive, ClientsFirst
    Focusing on your firm's marketing can be tough but with these four tips we'll walk you through some 'quick wins' that can make a real difference to your firm's communications with both existing clients and new prospects. Looking closely at elements of topics including Search Engine Optimisation (SEO) and social media, the webinar will discuss both why implementing these tips is a good idea and how you can go about getting them live, without any need for outside help.
  • George Kinder: Attract Clients with Life Planning on the Web Recorded: Feb 9 2015 45 mins
    George Kinder, author
    Can you do Life Planning on the web as well as an in-person interview? What are the essential elements of a web based Life Planning Service? What is essential for the intimate, personal process of Life Planning to be delivered and how could it be approached through a computerised process?
    Receive a free e-book for attending: "Life Planning for you", the companion book to the LifePlanningForYou.com website.

    Attendees will learn:
    -To what degree can you computerise the Life Planning process within your own firm and is it advisable?
    -What are the advantages of having it on the web?
    -How to attract clients with web based Financial Life Planning
    -How to ask effective, meaningful questions through technology interfaces
    -Interpret client responses and understand personal communications over the web
    -How to keep the flow of intensive two-way reciprocation using technology
  • 3 GEM stocks which could double in 2015 Recorded: Jan 21 2015 43 mins
    Daniel Tubbs ACA, CFA Senior PM/ Analyst, Mirabaud
    Dan Tubbs is the portfolio manager of the Mirabaud GEM and Asia ex-Japan funds. Dan will share his views on how he and his team search for interesting investment opportunities within the Global Emerging Markets universe which then form part of his concentrated portfolios.

    Through his investment process Dan will share his thoughts on 3 companies which have the potential to double in value over the coming year.
  • Personalized Advice and Automated Advice Recorded: Jan 8 2015 6 mins
    Elliot Weissbluth and Joe Duran
    Are advisors providing the value and guidance that clients need? Understand the challenges and opportunities today's market presents.
  • Trends in 2015 for RIAs Recorded: Jan 8 2015 5 mins
    John Phoenix & Brian Hamburger
    John Phoenix of EnvestNet and Brian Hamburger of MarketCounsel discuss the trends they expect for 2015 including "robo-advisors", break-away brokers and the rise of technology platform as a service.
  • The Biggest Changes to the RIA Recorded: Jan 8 2015 8 mins
    Todd Clarke, Eric Clarke
    Todd Clarke of CLS Investments, LLC and Eric Clarke of Orion Advisor Services discuss the threats financial advisors face, the needs of educated investors and how advisors can continue to succeed in a changing marketplace.
  • Revenge of the Nerds Recorded: Dec 22 2014 69 mins
    Joseph Duran, John Michel, Jon Stein, Elliot Weissbluth
    Elliot Weissbluth of HighTower Advisors leads a panel of leading internet-based advisors, Betterment’s Jon Stein and CircleBlack’s John Michel, as well as industry contrarian, Joe Duran of United Capital Financial Advisors. The group will examine the “robo-advisor” landscape and answer the simplest of questions: friend or foe?
  • The Future Role of the SEC Recorded: Dec 19 2014 7 mins
    Eliot Spitzer
    Eliot Spitzer discusses the role of the SEC and the effects of potential regulations.
  • Independent Advisors as Entrepreneurs Recorded: Dec 19 2014 7 mins
    Mark Tibergien & Shirl Penney
    Mark Tibergien of Pershing Advisor Solutions and Shirl Penney of Dynasty Financial Partners discuss independent advisories as entrepreneurial opportunity in today's market.
  • Regulations to Fit the Needs of Investors Recorded: Dec 19 2014 6 mins
    Harvey Pitt & Skip Schweiss
    Harvey Pitt and Skip Schweiss discuss the needs of investors, regulation and the fiduciary standard.
  • What Are the Top Advisors Planning to Stay on Top Recorded: Dec 10 2014 58 mins
    Steve Lockshin, Brent Brodeski, Grant Rawdin, Sterling Shea
    In a sea of advisor rankings offered by such well known media outlets including Barron's, CNBC and Financial Times as well as a variety of trade publications, commonalities appear. However, the paths that each have taken to get there are unique. While past performance is not always indicative of future results in investing, enduring strong businesses are suggestive of strong insight and practices. Barron's Managing Director, Sterling Shea, assembles some of the country's most recognized financial advisors, Grant Rawdin (Wescott Financial Advisory Group), Steve Lockshin (Convergent), and Brent Brodeski (Savant Capital Management) to discuss what the future holds for their businesses.
  • Chutes and Ladders: Characteristics of Deals That Get Done Recorded: Dec 10 2014 73 mins
    Elizabeth Nesvold, Daniel Seivert, Leonard Chang, Corey Kupfer
    Corey Kupfer (Hamburger Law Firm) will sit down with Lenny Chang (Co-Founder and Managing Director of Focus Financial Partners), Elizabeth Nezvold (Managing Partner of Silver Lane Advisors), and Dan Seivert ( CEO and Managing Partner of Echelon Partners), to discuss the levers available and mindset required to get deals consummated for investment advisers. Whether it’s inorganic growth, implementation of a succession plan, a business combination, or an outright purchase/sale, all present challenges that each of these panelists have helped numerous advisers overcome.
  • Custody Battle Recorded: Dec 10 2014 75 mins
    Michael Durbin, Bernard Clark, Mark Tibergien, Shirl Penney
    Heads of all three of the largest US custodians will be together on the stage to have a candid conversation about the opportunities and threats that lie ahead for independent RIAs. They will debate their roles and value proposition in supporting independent advisers, including where they are committing resources.
  • Capital Options to Fuel Your Growth Recorded: Dec 10 2014 53 mins
    Steve Smits, Philip Green, Paul Lally
    Why should the strategic acquirers have all the fun?
    Raising capital is important to your business too- but it’s no secret that access to it is more difficult. Traditional banks don’t (generally) understand the advisory business and private lenders and investors are more cautious and have upped their standards- and the cost of their capital. What are the options?
    The panel, moderated by Paul Lally of Gladstone Associates will discuss current market trends in capital sourcing and present two options for access. Joining Paul will be Phil Green, CFO of Brinker Capital, a $17.5 Billion RIA who strategically deploys capital to advisory firms to fund acquisitions and Steve Smits, General Manager of Live Oak Bank, a leading provider of business loans to independent business people in niche industries.
  • Perspectives on Adviser Regulation Recorded: Dec 9 2014 137 mins
    Harvey Pitt, Eliot Spitzer, Brian Hamburger, Skip Schweiss
    A curriculum comprised of the top 3 regulatory issues effecting the growth trajectory of independent advisers. Brian Hamburger will moderate former New York Governor and Attorney General Eliot Spitzer and former SEC Commissioner Harvey Pitt, while TD Ameritrade's Managing Director of Advisor Advocacy & Industry Affairs will provide his color commentary on these important issues.

    Rise of State Securities Regulators

    Who Should Be Examining Advisers

    Fiduciary or not Fiduciary
  • 2014: It Was a Very Good Year Recorded: Dec 9 2014 67 mins
    Jim Pavia, Rachel Elson, Frederick Gabriel, Kevin Noblet, Megan Carpenter
    Editors from prominent financial industry press outlets will experience a reversal of the norm as they find themselves being interviewed and having to look back on what contributed to the popularity and importance of the industry’s biggest news stories of 2014.
  • Implementing Next Generation Technology to Deploy an Advisory Channel Recorded: Dec 9 2014 37 mins
    Aaron Klein, Jud Mackrill
    Orion’s Jud Mackrill and Riskalyze’s Aaron Klein team up to show how traditional advisors can compete with robo and other technology-driven advisers by creating an online advisory channel that provides an integrated solution to drive next-generation client service and compliance oversight into their business.
Business Intelligence for Financial Advisors
With the unstable economic climate, even more pressure is being put on financial advisors to innovate and stand out from the crowd. In this interactive webcast series, thought leaders will present the latest industry trends and best practices to help you implement superior customer acquisition and retention techniques.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Dividends: The Cure for Yield-Starved Investors?
  • Live at: Jul 25 2012 6:00 pm
  • Presented by: Josh Peters, Morningstar; Peter Vanderlee, ClearBridge Advisors; Fran Radano, Aberdeen AM; John Cole Scott, CEF Advisors
  • From:
Your email has been sent.
or close
You must be logged in to email this