Webinars With Industry Experts

Lessons From 46-Years Of Monthly Returns

Data on a broad spectrum of asset classes starts in 1970.   At this presentation, asset class performance is analyzed monthly and quarterly over the 46-year period from 1970-2015.   You'll learn the lessons it has taught investors in implementing portfolios for the long run, according to Dr. Craig Israelsen.    This presentation helps advisors understand the seasonality of performance across asset classes, to see how portfolio characteristics change over...

Administering Office 365 In An RIA

  It's not quite as complex as the cockpit in a Boeing 787, but your RIA's Office 365 administrator has access to settings for fine-tuning Office 365 for users in a professional investment advisory and financial planning firm.   From adding licenses and creating new users, to compliance-related settings and generating sophisticated reports, understanding the functionality of Office 365's administrative back-end is a crucial part in implementing the Microsoft Cloud's powerful software to...

Technology, Financial Professionals, And Client Engagement

Just 3% of advisors use Facebook "all the time" to serve and support clients, while 11% use Dropbox, 15% use online meetings, 23% use their website, and 25% use Office 365 to serve and support clients "all the time."   That's one nugget in a treasure trove of competitive intelligence you'll gain at this unusual webinar.   A4A has partnered with GDC Research and Dennis Gallant, an independent market research expert who has studied advisors for over 25 years, to...

2016 Global Market Outlook With Russell Investments

Global chief investment strategist Erik Ristuben offers an in-depth look at Russell Investments’ Global Market Outlook for 2016, based on the views of Russell Investments’ global team of strategists, which help guide the firm’s more than $237 billion in assets under management. Hear Erik’s perspective on the U.S., European and Asian markets, including Fed tightening, rising U.S. wages, China and foreign exchange.   Attendees will learn about:   •...

IA Reps: Stop Letting Technology Drive You Insane

You don’t need to be a rocket scientist to know it’s insane to waste time every day trying to make mission-critical technology work right. But unless you take the time to learn to use Outlook, OneDrive, and SharePoint, you’ll probably continue to make the same mistakes every day. Here’s a chance to break the cycle, a system guaranteed to reduce the insanity in your life or give you your money back. Office 365 Training for Advisors is a series of 12...

How Advisors Can Get In Sync With OneDrive For Business And SharePoint

  Get your documents in the cloud – and on your local computer – synchronized, consistent in the cloud and with every connected device, and learn what to do when you have sync problems.   At this 11th session in our ongoing class for investment advisors, we'll review how to establish a sync with OneDrive for Business and discuss the intimate details about your first upload.   We'll tell you how to cope with the heartbreak of sync malfunctions,...

The Math Of Retirement

Retirement income planning is changing the way practitioners charge and advise clients. A demographic bubble packed with aging baby boomers all at once are becoming worried about sustainability of their income.   Retirement income planning is a more expensive service to provide than portfolio management, which will pinch profits.   To stay competitive, practitioners, at a minimum must know the math of retirement and be able to explain it to anyone. At this...

Practice Strategies For Financial Planners

CPA-Financial planners can be extremely effective. In fact, CPA planners arguably have a competitive advantage because of the technical proficiency required to become a CPA. However, CPAs, in general, struggle to market themselves, and that may be especially true of CPA financial planners. Looking beyond tax compliance and audit work, especially during busy season, can be a challenge and financial planning opportunities can easily get lost or overlooked. At this session,...

Estate Plans Of The Rich And Famous

At this session, you'll learn about estate plans of the rich and famous, including:   • Are the rich and famous indeed really different? • Don't assume a client has the best advisors or a good plan • Estate mishaps of the rich and famous • Estate mishaps famous and unknown individuals have in common • How to correct the common errors • Best practices when advising famous clients   Missia H. Vaselaney focuses her practice on estate planning for business owners and individuals. She...

10 Action Areas For CCOs

On October 15, Andrew J. "Buddy" Donohue, Chief of Staff at the U.S. Securities and Exchange Commission, put Chief Compliance Officers at Registered Investment Advisers on notice by ticking off nine specific things CCOs need to nail down.   "If I were a Chief Compliance Officer," said Donohue, a regulator and financial industry executive for nearly 40 years, "I would consider my role in terms of the following...

Working Remotely With Office 365

The promise of Office 365 is connecting remotely to your files in the cloud using any device whether you’re at home, the office, or on the road. This session reviews tools and techniques for using Office 365 from anywhere. You'll learn about: • Switching between the Web and full version of an app • Saving documents for sync and remote access • Offline access of documents • Co-authoring documents • Setting up a mobile device Office 365 Training for Advisors is a series...

RIA Responsibilities As A Fiduciary And Office 365 Administrator

The Administration Portal is the gateway to managing your organization in Office 365. RIA owners have a fiduciary responsibility to know the basics for controlling this key internal communication hub in your company. This unusually focused session for financial professionals helps ensure you know enough to make prudent decisions about your personal responsibilities as Admin of Office 365.   Office 365, for the first time, makes it possible for an RIA owner to be the Admin. Your firm...

Betterment Institutional Webinar

After 25-years of building innovative companies – including one of the nation’s largest RIAs and a successful TAMP — Steve Lockshin is now at Betterment Institutional and automating financial technology for advisors. At this webinar, you’ll learn about:   • The changing landscape in investment advisory • Ostriches, early birds, and vulture advisors • Advisor beliefs versus reality  • Whether RoboAdvisors are a friend or...

Craig Israelsen Special Market Coverage

Dr. Craig Israelsen will tell you why this correction was about as surprising as a hurricane hitting North Carolina. Craig Israelsen is one of the most published academics on index investing and asset allocation. His research on Modern Portfolio Theory provides the backbone for a professional practice for fiduciaries. Guest speaker Craig L. Israelsen, Ph.D. has provided a scholar’s research to practitioners monthly in Financial Planning Magazine for over a decade, earning...

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