Webinars
Subscribe to webinars covering recent industry developments, technology that will keep you ahead, and specific topics related to fiduciary responsibility. Many of the webinars also offer continuing education credit when you attend live.
Explore past webinars below to see what you can expect.
Demystifying Governance in your Practice
Blaine F. Aikin, CFA, CFP®, AIFA®, Founder and Principal, Fiduciary Insights, LLC
Bonnie Treichel, JD, Chief Solutions Officer, Endeavor Retirement
January 27, 2022
Investment advisors need to do it all to support their plan sponsor clients to compete in today’s market – way beyond investments – which unfortunately can lead to poor service, risk of liability and, ultimately, loss of business. By building a framework for your retirement plan governance, you will be able to streamline your practice management while simultaneously providing higher quality, compliant service to your plan sponsor clients and participants. This webinar will help attendees understand that governance goes beyond an investment policy statement and extends most effectively throughout the plan’s day-to-day workflow and processes to lead to compliant plans providing the most effective benefits structure for participants.
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The Covid Response, Implications for Retirees, & Exponential Innovation
Jordi Visser, President/Chief Investment Officer, Weiss Multi-Strategy Advisers LLC
Gregg Shoenberg, Content Strategist, Weiss Multi-Strategy Advisers LLC
December 09, 2021
Structural policy changes resulting from the Covid-19 pandemic and the implications for retirees in a world of structurally higher inflation and negative real rates.
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Today’s Potential for Business Investment in Robotics, Automation and AI
Jeremie Capron, Director of Research, ROBO Global
December 02, 2021
It’s time to take a serious look at a portfolio of Robotics, Automation, and AI (RAAI) companies. Why now? Because wages are rising and labor is in short supply, causing a potential weak spot for companies’ earnings. This shortage is incentivizing business owners to invest in potentially lower-cost automated alternatives: Robots.
In this webinar, we’ll discuss how innovative robotics and automation companies are coming to the rescue for businesses across the globe. You’ll learn about some of the technologies and companies at the forefront of innovation - and how to best invest in this growth.
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Whatever Happened to the Class of 2016?: Lessons Learned from ERISA Class Action Lawsuits
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Respect: The Ascendancy of Millennials & How the Future of Finance is More Female
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Yes, You Should Consider Commodities In A Retirement Plan
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Cybersecurity Risk on the Rise: Is your Firm’s Framework in Place?
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State of the Fiduciary Standard - National Fiduciary Day 2021
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Mastering and Practicing ESG Investing
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Elevating the Financial Wellness Discussion
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Impact of Employee Health on Business Success
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PTE 2020-02, IRA Rollovers and Beyond: How to Comply by the Deadline
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How to Address Inflation Risk When Investing for Retirement
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Responsibility Works: Generating Long-Term Wealth through Sustainable Investing
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PTE 2020-02, IRA Rollovers and Beyond: How to Comply by the Deadline
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Financial Professionals’ Guide to Estate Planning
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Advisor M&A: What to Prioritize to Drive A Firm’s Enterprise Value
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Ready for Next: What will be the impact of proposed tax reform on the utilization, design and funding strategies of Non-Qualified plans
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Reg Rollbacks: What to Expect From the SEC, DOL and Congress in the 2nd Half of 2021
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ESG and Qualified Plans: The Who, What, When, Where, Why (and, Most Importantly, How) ERISA Plan Fiduciaries Prudently Consider ESG-Related Investments
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Bridging the Gap from Workplace Retirement Savings to Personalized Advice
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How Successful Advisors Conduct Annual Retirement Plan Reviews
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Protecting Wealth for an Aging America
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Pooled Employer Plans (PEP): Moving into the New Era of Retirement Plans
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Enhancing Your Stable Value Product Due Diligence
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How Annuities Can Fit into a Fiduciary’s Planning Process
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Introduction to Fiduciary Prudent Practices
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Lost at Sea – ERISA safe harbors expose participants to increased risk
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Impact Analysis: Unpacking the DOL’s Investment Advice Exemption for Banks & Registered Investment Advisers
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2020 Fiduciary Year in Review and A Look Ahead
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Orlando’s Outlook: 2020 Post-Election Update
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IRAS: Goldmine or Minefield?
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Seize Today. Secure Tomorrow: A Field Guide to Social Security
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Orlando’s Outlook: 2020 Election – Character vs. Economy
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Beyond Money: The Rest of Retirement
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MIT AgeLab: 8,000 Days of Retirement
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It’s Been a Hot Summer for the Regulation of Advice, and There’s No Sign of a Cooldown
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On Beyond Fiduciary: Ascending through the Fire with an Evolving Fiduciary Governance Approach
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Planning More Efficiently for Longevity
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Build-a-Brand Workshop
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Building The Retirement Tier
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Put Your Best Fund Forward: Research-Backed Strategies to Improve Retirement Plans
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The Growing Appeal of CITs in Retirement Plans
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Market Intelligence: A comprehensive review of today’s investment landscape
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A Deep Dive Into Planning for the Client with a Disability
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Retirement Firm M&A: What You Need to Know
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Cash Balance Plans: The Smart Choice for Successful Business Owners
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Understanding a Limited Scope Audit & What Can Go Wrong
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ESG Integration Best Practices
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Rabbi Trusts Benefits Features and Key Considerations
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Stable Value: Why This Time is Different
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Financial Inclusion for People with Disabilities and Caregivers
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Investing Amid a Crisis
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2020 CEFEX General Meeting DAY 2
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2020 CEFEX General Meeting DAY 1
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How to Build Your Reputation: Survey Findings and Implications
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A Fiduciary Guide to the CARES and SECURE Acts
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The Fiduciary’s Role in the Rebirth of a Tribal Nation
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Artificial Intelligence Fiduciary: Automate All Things Ordinary, So You Can Be Extraordinary
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Competitive & Compliant Strategies for Growth
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Serving as Fiduciary for Nonprofits and Foundations
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To MEP or Not to MEP, That Is the Question
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Advisor Considerations for HSAs and ERISA
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RIA Disclosures: Form CRS/ADV Part 3, Share Class Disclosures, and More
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The SEC’s Investment Adviser Interpretation and Reg BI: The (Partial) Convergence for RIAs and Broker-Dealers
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Reg BI and Other Trends for Fiduciary and Professionalism
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2020 State of the Fiduciary
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Market Perspectives for Fiduciaries
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Proving Prudence & Participant Loyalty: A Plan Committee Defends Itself
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The Advisor Perspective on HSAs
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Step 4 of the Fiduciary Process: Monitoring the Client Engagement
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Will Policymakers’ Vision for the Fiduciary Standard Be 20/20 in 2020?
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HSAs – How advisors can help connect health and wealth
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Step 3 of the Fiduciary Process: Implementing the Investment Strategy
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Regulating Conflicted Advice: Is The Rulemaking Process Working?
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Step 2 of the Fiduciary Process: Formalizing the Investment Strategy
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What Crayola Color of 3(16) Does Your Vendor Provide
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Step 1 of the Fiduciary Process: Organizing the Client Engagement
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Latest ERISA Court Actions Offer New Guidance to Fiduciary Practitioners
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Leveraging Tools & Technology to Scale Fiduciary Processes
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Introducing the Latest Update to Fi360’s Prudent Practices
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Demystifying Providing Advisory and Planning Services to Women
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Fiduciary Year in Review: What Advisors Need to Know about the Evolving Fiduciary Landscape
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The Evolving QDIA Landscape: What Defined Contribution Professionals Should Know
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How Mandatory Force-Outs Turned into a Fiduciary Concern
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Aligning ESG Investments and Trends with Participant Values
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Understanding the causes of 401(k) litigation and how to avoid a lawsuit
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How much is your reputation worth?
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An Introduction to the Fiduciary Standard and Fiduciary Principles
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How to Build Portfolios using ETFs and Index Products
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Is the Fiduciary Standard Being Dismembered or Strengthened?
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Step 4 of the Fiduciary Process: Monitoring the Client Engagement
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The Regulatory Outlook for 2018 and the Impact on Advisors
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Step 3 of the Fiduciary Process: Implementing the Investment Strategy
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Behavioral Finance - How Participants Make Decisions
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Regulators, the Courts and the Fiduciary Standard: What’s Happened, What’s Happening, What’s Next
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Designee Coaching Call: Fees, Services, and a Prudent Process for IRA Rollovers
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Exploring the Expanding Universe of Investment Products
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