When done efficiently, managing portfolios in house can be the key component in an advisor-client relationship. Explore new technology that can help you reduce the opportunity cost of managing your own portfolios, improve your decision-making and communicate more effectively with your clients.
Mike McGowan, Envestnet
Despite a slow economic recovery since the 2008 financial crisis, most U.S. equity markets hit all-time highs in 2013. The 2014 investment outlook focuses on key growth drivers that have the potential to ignite the revitalization of the U.S. economy, and a secular bull market for equities. Learn how you can maximize client return potentials with proper U.S. equity asset allocations balanced with an income-oriented approach to longer-term investing.
Dr. Claus te Wildt, Fidelity Investments
Hear Dividend Capital’s research-based forecast on property sector performance and understand how market cycles have affected commercial real estate over the years. You’ll also learn about the financial cycles of the commercial real estate market and walk away with new knowledge of the research behind REIT analysis. The result will be a thorough understanding of the dynamics of real estate as “the fourth asset class.”
Dr. Glenn Mueller, Dividend Capital
Kick off conference with a chance to learn and foster efficiency ideas with your peers. You’ll get an efficiency report card to review business processing in your firm, and explore the many ways NFP Advisor Services Group can help improve your office’s efficiency. Tips and tricks from your peers in offices similar to yours can help you take action right away.
Lisa Naeyaert and Cory Davis, NFP Advisor Services Group
This year’s main platform features advisor Rick Tsoumas, principal of The Planning Group, who will present his views on how NFP Advisor Services Group empowers you and your business needs. Next, James Poer will provide the latest updates on NFP Advisor Services Group. A Q&A session with NFP leaders rounds out this important informational opportunity.
Rick Tsoumas, CFP, The Planning Group
James Poer, CIMA, CIMC, NFP Advisor Services Group
The Russell Retirement Lifestyle Solution, available on AdvisorEnterprise, is a new retirement planning framework designed to help you develop and sustain an investor’s spending plan throughout retirement. Get introduced to the two unique investment capabilities it relies on: Retirement Lifestyle Planner and Russell Adaptive Investing.
Rod Greenshields, CFA, Russell Investments
Learn how decision-making is influenced by human behavior. Come explore behavioral finance concepts and get guidance that can help you recognize potential pitfalls and adapt strategies critical to helping clients increase the probability of achieving their goals.
Ryan Madigan, CIMA, CRPS, AIF, Nuveen Investments
1 Hr CFP, CIMA CE *NFP General Education Firm Element Credit
NFP Advisor Services Group provides all of our advisors with a complimentary subscription to Forefield Advisor’s presentations, education, newsletters and continuing education. But did you know you also have access to a compliant social media portal and other marketing tools, such as the Marketing Resource Library? Learn how to make the most of these customized marketing solutions.
Gregg Leslie, CFP, Forefield/Broadbridge
Laura Coulston, NFP
William Gallegos, NFP Advisor Services Group
Jennette Schlinke, NFP
Although on the surface baby boomers are an attractive demographic, this client segment isn’t without flaws. Rising health care costs, rapid draw down of assets and a void in legacy planning are just a few red flags. Join a review of how client demographics can have a significant impact on the sustainability and growth of your business, and get introduced to data and strategies that can help you design a multigenerational practice.
Matt Matrisian, AssetMark
Investing in energy is no longer relegated to year-end tax planning. Atlas Energy, one of the leading independent energy companies in the U.S., formed Atlas Growth Partners, L.P. to provide investors with income and growth working toward a liquidity event within a short period of time. Learn how an investment in Atlas Growth Partners can help meet your clients’ investment objectives.
Fredrick Stoleru, Atlas Energy
Women are an important and powerful demographic in today’s economy. Yet the financial services industry isn’t successfully engaging women prospects and clients. Take a look at key ways to attract women clients, and explore distinct financial planning strategies that may resonate more soundly with women.
Stefanie Nesi, J.D., CFP, AEP, AXA Distributors
Learn how AIS Consulting combines knowledge of advisory services, mutual funds, variable annuities and alternative investments to assist advisors in designing cases for new and existing clients. Hear about the resources and tools available to increase your efficiency so you have more time to generate client opportunities.
Guerdy Jones, Will Gallegos and Michael Wyll, NFP Advisor Services Group
Your firm receives a referral from an “A” client, which is great news! Now what? Do you have a measurable process in place that helps increase the success of acquiring those assets? We’ll break into small working groups to discuss how your firm receives and handles referrals. Hear best practices and strategies from your peers.
Lisa Naeyaert and Cory Davis, NFP Advisor Services Group
Diversification is under attack! Are equities overvalued? Are emerging markets slowing down? Are bonds at risk? Learn from two popular platform managers how a core-satellite structure to portfolio management may enhance your client portfolios. This session includes a robust discussion surrounding the long-term benefits of disciplined asset allocation complemented by fast-moving, tactical shifts to take advantage of short-term opportunities.
Mark Mowrey, CFA, Innealta
Adam Newell, CFA, CFP, DiMeo Schneider & Associates
Many advisors and clients turn to indexes as a core or total investing solution — passive investing now represents 24 percent of invested assets. While indexing has many benefits, Loring Ward’s Asset Class Investing approach may have even more, including truer asset classes (meaning truer investment returns), low costs and higher potential returns, thanks to advanced trading and engineering. Learn what asset-class investing is and why it makes sense in variable annuities.
Scott Lamb, CFP, Loring Ward
Michael Parsons, Nationwide
The clock is ticking. You need information on an annuity sold eight years ago, and you need it now. What do you do? Come learn what time-saving resources and tools can help with situations like these, and see a demonstration on how to best use the Morningstar Annuity Intelligence Report tool.
John McCarthy, CPA, Morningstar
Michael Wyll, NFP Advisor Services Group
Take the concept of alternative investments a step further with actionable information to help you implement alternatives into traditional portfolios. Hear details about the attributes that make alternatives powerful, and get a closer look at correlation and what you should look for in alternatives. You’ll also explore key points about portfolio construction and the challenges associated with selecting alternative assets.
Nathan Thooft, CFA, John Hancock Investments
Retirees’ most commonly cited retirement threat is reduced Medicare benefits. This session covers the basics of Medicare Parts A through D, and provides tips for walking clients through the Medicare decision-making process. You’ll also get answers to common questions investors ask about Medicare and insight into resources that can help your clients get much-needed help.
Joe Moklebust, CRPC, Principal Funds
It’s only a matter of time before retirement planning becomes estate planning and today’s top advisors recognize how the two go hand in hand. To attract and retain high net worth clients, an understanding of estate planning concepts and strategies is fundamental. Get an overview of the estate planning concepts every financial advisor should know, and walk away with a quick reference guide that you can use in your practice.
Doug Ewing, J.D., CFP, Transamerica Life
The low interest rate environment led to an elevated interest in higher-yielding securities. A portfolio of equities and/or bonds constructed to generate high income will have very different characteristics than a portfolio constructed for total risk-adjusted return. This session covers several considerations that you and your clients must review before implementing income-seeking changes in their portfolios.
Philip McDonald, CFA, CAIA, Symmetry Partners
Some IRA beneficiary-planning concepts may seem minor, but, if not addressed correctly, they can greatly affect who inherits an IRA and how long that inherited IRA may last. Come review the seemingly small stuff that advisors need to be aware of, and arm yourself with common sense ideas related to beneficiary planning strategies, naming a trust and inherited IRAs (spouse and non-spouse).
Brian Dobbis, QPA, QKA, QPFC, Lord Abbett
To be successful as a financial professional, it’s imperative to have a strong personal brand and an executable brand implementation process. Come learn smart ways to make your mark.
Ted LeClair, Natixis Global Asset Management
It’s a fact that 70 percent of widows fire their advisor after the death of their spouse. Learn tips for attracting and retaining this growing population, and get educated on the grief, emotions and cognitive disconnect that widows experience after the death of their spouse.
Kathleen Rehl, Ph.D., CFP, Protective Life
Mobile technology is transforming the way we communicate and collaborate — and manage client assets. Bring your tablet device and learn how to embrace the next generation of AdvisorEnterprise. You’ll receive a laminated symbol library to guide you when you’re on the go.
Ashley Green, NFP Advisor Services Group
The global financial crisis and prolonged economic stagnation impacted investor behavior and attitudes. As a result, advisors have to adjust their advice and product offerings to win the confidence of more conservative, cautious and hands-on investors. An examination of the client wealth cycle, combined with goals-based vehicles and retirement income products, will help you address the evolving needs of investors of all ages and wealth levels.
John Anderson, SEI
It’s easy to understand how investors can become overwhelmed by the 1,500+ ETFs that trade in the U.S. This presents a distinct opportunity for financial advisors to add value to the investment process through superior ETF selection. Get a look “under the hood” at several popular categories of ETFs, ranging from equity income to commodities, so you can build better investment portfolios.
Ryan Issakainen, CFA, First Trust
Review the market cycle events, coupled with classic and historic mistakes, that negatively affected real estate investments. You’ll also take a deep dive into the five areas that may provide downside protection, reliable income and appreciation potential.
Mike Van Dusen, Griffin Capital
Build and manage diverse models, trade with sophisticated rebalancing tools and even set customizations down to the client level — all with AdvisorEnterprise’s new simplified, intuitive and streamlined navigation. Learn the benefits of AdvisorEnterprise’s Rep as Manager model and other advanced tools that can increase client satisfaction.
Ashley Green, NFP Advisor Services Group