Welcome to the US wealth managers community on BrightTALK. Join this community to hear industry experts share market, compliance, legal, tax and fund updates and analysis. You can also find helpful tips on financial planning, asset allocation, portfolio management and engaging and retaining high net-worth (HNW) clients.
Find out how the FlexShares Morningstar US Market Factor Tilt Index suite of funds are engineered to provide deep exposure to the broad US equity market, while seeking to take advantage of the longer-term small cap and value performance advantage.
SKOR and LKOR ETFs use nontraditional indices based on US corporate bond credit scores, which we believe offer a leading indicator of rating changes. To support liquidity, the indices are limited to only the most liquid issues. To identify quality, the indices focus on the metrics we believe matter most in fixed income: management efficiency, profitability and solvency.
Replay eligible for one CFP Board® and IMCA® CE credit.
Nearly 10 years after its unprecedented response to the 2008 crisis, the Fed is finally making plans to unwind $4 trillion of fixed income investments. Other global central banks are not far behind. From interest rates to credit spreads and defaults, the impact of these actions will reach all corners of the fixed income market. Matt Toms Fixed Income CIO for Voya Investment Management will discuss:
• Pitfalls and risks in the current fixed income market;
• Overlooked opportunities; and
• What investors should consider when building fixed income portfolios to navigate this uncharted environment.
Matt will answer attendees’ questions during the session 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.
Generating income in a low yield environment has become a hot button issue for many investors. With low interest rates and falling bond yields, many income seekers have turned towards equities.
Jake Bambridge, Head of EMEA Product Marketing at FTSE Russell is joined by Adam Laird, Head of ETF Strategy Northern Europe, Lyxor ETFs and Vera Cady, Senior Research Analyst at FTSE Russell to discuss:
•Equity income indexes: the differences you need to understand
•Avoiding the ‘yield trap’ – balancing high quality and high dividends
•Accessing equity income via ETFs: exposures, liquidity and diversification
•Smart beta approaches to equity income: preparing for unexpected outcomes
How to efficiently capture and maintain exposure to factors is a common question heard by index providers and ETF issuers alike. Of equal importance is how the index methodology works to maintain exposure to chosen factors over time.
Join Yvette Murphy, Senior Product Manager, FTSE Russell
Arne Noack, Director, ETF Development for the U.S. , Deutsche Asset Management and Luke Oliver, Director, Head of U.S. ETF Capital Markets, Deutsche Asset Management for the latest quarterly update on:
- Efficiently capturing multi-factor exposure
- The changing factor exposures within indexes over time
- The impact of latest rebalancing on embedded factor exposures
- The impact of latest rebalancing on country and sector exposures
- How latest rebalancing impacts the largest constituents in comprehensive factor indexes
For investors taking an index approach to ESG, using Best-In-Class ESG offers an opportunity to take their commitment to sustainable investing a step further.
In our thirty minute webinar you will hear from one of our ESG experts on:
• What Best-In-Class ESG is
• Why Best-In-Class ESG is darker green than screening or norms based ESG
• How you can invest in Best-In-Class
With over 25 years of responsible investing experience and $60 billion managed to sustainable strategies, Northern Trust Asset Management is helping investors around the world integrate their values with their investment goals.
*Best-in-class ESG is industry terminology referring to an investment approach that overweights companies that are leaders in implementing ESG.
A growing number of investors are rethinking their core portfolio holdings. They are concerned not just about their portfolio’s bottom line, but about using their money to make a positive impact on the world. The question traditionally has been; do I have to give up potential returns? We say you shouldn’t have to…
Learn about two new ESG-based ETFs from FlexShares that is designed to give investors the ability to put their money where their values are. Why sacrifice potential returns in your core portfolio in order to make sustainability a key part of your investments?
Despite women’s rising economic power, many female clients face financial discrimination. The gender wage gap, the lack of funding for women entrepreneurs, and the “pink tax” levied on many products and services makes it challenging for these clients to accumulate wealth at the same rate as their male counterparts.
Money silence just makes this bad situation worse.
These women need savvy advisors to teach them “money talk” skills so they can stop paying such a high price for their gender.
In this webinar presentation, Kathleen Burns Kingsbury explains why the cost of money silence is especially high for women and offers practical strategies advisors can use to empower these clients to negotiate more and pay less.
Attend and discover:
•The high price women (and their families) pay for money silence
•Common myths about women and money that could be costing you business
•Practical strategies for teaching women negotiation skills
•How joining the Breaking Money Silence® Revolution makes good business sense
All participants receive a bonus chapter, “Is Your Gender Costing You A Fortune?” from Breaking Money Silence: How To Shatter Money Taboos, Talk More Openly, and Live a Richer Life, to be published September 30, 2017.
Kathleen will answer attendees’ questions during the session and will be available to continue the discussion on APViewpoint.
The 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 please email us at firstname.lastname@example.org for the IMCA ® webinar ID to self-report your attendance.
Last week, Federal Reserve Chair Janet Yellen laid out initial plans for the Fed to begin shrinking its $4.5 trillion balance sheet. Colin Robertson, head of fixed income, explores what it may mean for investors and the markets.
Banks, credit unions and insurance companies may have differing business models, but they all have a common goal: better conversion and retention rates.
Fortunately, better customer onboarding usually translates to better conversion and retention. For this reason, organizations continue to invest in digital technologies to streamline operations and eliminate time-consuming online interactions in areas such as new account opening, loan origination and policy applications.
Those first information-intensive interactions, of course, are the most critical: you usually only get once chance to win a new customer’s business. But winning is only part of the equation. What if you could win—and wow—customers from those first moments and keep them engaged throughout the onboarding process?
Mark your calendars for this upcoming webinar, where industry experts will share six best practices to help your organization win and wow customers:
• Easy—Enable instant image and data capture via web and mobile technology
• Accurate—Extract data from pictures of physical documents without error-prone manual entry
• Automated—Invest in workflow tools to automate and track completion of process steps
• Visible—Empower staff and customers with process transparency and timely communication
• Consistent—Ensure data is complete and integrated across internal systems
• Efficient—Meet expectations for speed, while effectively managing regulatory risks
Speakers will include:
•Sheryl Kingstone, Director, 451 Research
•Sarah Johnson, Industry Solutions Architect, Kofax
•Jim Marous, Owner and Publisher, Digital Banking Report
Undeterred by the recent slowdown in M&A activity in 2017, tech acquirers have largely left their bullish forecast for dealmaking unchanged. For the third consecutive time, essentially half of the respondents to the semi-annual M&A Leaders' Survey from 451 Research and Morrison & Foerster indicated that they expected an acceleration in acquisition activity in the coming half-year. Join us for a lively discussion on where acquirers are looking to buy and what they expect to pay in those deals.