Webinars http://wealthmanagement.com/taxonomy/term/23711/more en Build Portfolios That Beat Robo Performance http://wealthmanagement.com/build-portfolios-beat-robo-performance <div class="node-body link-body"><p>You'll discover the ways ETFs allow you to construct more nimble and unique portfolios for your clients, based on a sector approach to the market. Marc Chaikin, creator of Chaikin Money Flow, demonstrates how to find trends in equity sectors—and use ETFs to construct strong client portfolios.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/Chaikin_595.jpg?1462386805" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/build-portfolios-beat-robo-performance" target="_blank">read more</a></p> Webinars Wealth Planning Tue, 17 May 2016 20:15:00 +0000 1173091 at http://wealthmanagement.com Five Critical Best Practices for Collaboration http://wealthmanagement.com/five-critical-best-practices-collaboration <div class="node-body link-body">This complimentary webinar will explore the National Association of Estate Planners & Councils model for collaboration, as articulated in a recently released white paper, "High Performance Teaming and Professional Collaboration", and the 5 critical best practices our speakers have observed in teams who collaborate most effectively. </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/te-595x335_2.jpg?1462386636" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/five-critical-best-practices-collaboration" target="_blank">read more</a></p> Webinars Trusts & Estates Tue, 17 May 2016 18:00:00 +0000 1175221 at http://wealthmanagement.com The Benefits of Multigenerational Planning http://wealthmanagement.com/benefits-multigenerational-planning <div class="node-body link-body"><p>Multigenerational planning involves serving parents, children and grandchildren in an integrated and comprehensive way. Presented by two generations (a father and son), this webinar will cover essential issues for those engaged in the practice of multigenerational planning.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/StJudes535_0.jpg?1462479592" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/benefits-multigenerational-planning" target="_blank">read more</a></p> Webinars Trusts & Estates Wed, 11 May 2016 18:00:00 +0000 1174011 at http://wealthmanagement.com When Variable Annuities Can Play An Invaluable Role in Client Portfolios http://wealthmanagement.com/when-variable-annuities-can-play-invaluable-role-client-portfolios <div class="node-body link-body"><p>Variable annuities can offer a number of potential benefits: They can help plan retirement income, generate tax-deferred growth and, with some contracts, protect principal. Yet even advisors, who recognize the benefits of variable annuities acknowledge their drawbacks—particularly their fees and the tax treatment of gains.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/AXA-595.jpg?1462479452" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/when-variable-annuities-can-play-invaluable-role-client-portfolios" target="_blank">read more</a></p> Webinars Research Thu, 05 May 2016 20:15:00 +0000 1158561 at http://wealthmanagement.com Weighing the Merits of a Fee-Based Model http://wealthmanagement.com/weighing-merits-fee-based-model <div class="node-body link-body"><p>As the industry continues to shift toward fee based business, many advisors are taking a deeper look into their current practice in an effort to align with this trend. The good news is that shifting away from a commission-based model can transform your practice in powerful ways—including increasing the stability of your revenue streams, enhancing client loyalty and potentially boosting the value of your businesses.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/LPL_595.jpg?1461953830" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/weighing-merits-fee-based-model" target="_blank">read more</a></p> Webinars Wed, 27 Apr 2016 20:15:00 +0000 1156831 at http://wealthmanagement.com Income and Estate Planning http://wealthmanagement.com/income-and-estate-planning <div class="node-body link-body"><p>Private placement life insurance and annuities are dramatically increasing in popularity as a result of higher income tax rates, and improved design, pricing and servicing aspects.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/te-595x335_1.jpg?1460585104" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/income-and-estate-planning" target="_blank">read more</a></p> Webinars Wed, 27 Apr 2016 18:00:00 +0000 1158571 at http://wealthmanagement.com Munis, amid volatility and uncertainty: Rediscovering municipal bonds in a stressful market http://wealthmanagement.com/munis-amid-volatility-and-uncertainty-rediscovering-municipal-bonds-stressful-market <div class="node-body link-body"><p>Many market segments have recently been roiled by volatility, along with uncertainty on interest rates and what actions the U.S. Federal Reserve might (or might not) take. Amid this uncertainty, municipal bonds have continued to stand their ground.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/Delaware_Investments-595.jpg?1461186231" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/munis-amid-volatility-and-uncertainty-rediscovering-municipal-bonds-stressful-market" target="_blank">read more</a></p> Webinars Tue, 19 Apr 2016 20:00:00 +0000 1148781 at http://wealthmanagement.com Explore Untapped Markets Prospects Are Looking For You http://wealthmanagement.com/explore-untapped-markets-prospects-are-looking-you-0 <div class="node-body link-body"><p>Is your current position rewarding you in ways you hoped or expected? If it isn't,imaging how you might feel if you could explore a career destination where advisors consistently rank among the top IBDs for advisors producing more than $500,0001 in annual GDC.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/CUNA-595_0.jpg?1461105470" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/explore-untapped-markets-prospects-are-looking-you-0" target="_blank">read more</a></p> Webinars Research Thu, 14 Apr 2016 20:15:00 +0000 1156851 at http://wealthmanagement.com Pinpoint Global Opportunity http://wealthmanagement.com/pinpoint-global-opportunity <div class="node-body link-body"><p>Is volatility causing you to see obstacles where others see opportunity? Join Brian Jacobsen, chief portfolio strategist, for his insights on the global equity landscape.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/WellsFargo595.jpg?1458223814" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/pinpoint-global-opportunity" target="_blank">read more</a></p> Webinars Wed, 06 Apr 2016 18:00:00 +0000 1135511 at http://wealthmanagement.com Understanding Prohibited Investments of Charities and Charitable Trusts http://wealthmanagement.com/understanding-prohibited-investments-charities-and-charitable-trusts <div class="node-body link-body"><p>Learn what every wealth management professional and charitable entity must understand about permissable, taxable, unwise and prohibited investments for charitable organizations and charitable trusts.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/StJudes535.jpg?1458746238" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/understanding-prohibited-investments-charities-and-charitable-trusts" target="_blank">read more</a></p> Webinars Tue, 05 Apr 2016 20:00:00 +0000 1140791 at http://wealthmanagement.com