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 Watch

Respect: The Ascendancy of Millennials & How the Future of Finance is More Female Watch

Yes, You Should Consider Commodities In A Retirement Plan Watch

Cybersecurity Risk on the Rise: Is your Firm’s Framework in Place? Watch

State of the Fiduciary Standard - National Fiduciary Day 2021 Watch

Mastering and Practicing ESG Investing Watch

Elevating the Financial Wellness Discussion Watch

Impact of Employee Health on Business Success Watch

PTE 2020-02, IRA Rollovers and Beyond: How to Comply by the Deadline Watch

How to Address Inflation Risk When Investing for Retirement Watch

Responsibility Works: Generating Long-Term Wealth through Sustainable Investing Watch

PTE 2020-02, IRA Rollovers and Beyond: How to Comply by the Deadline Watch

Financial Professionals’ Guide to Estate Planning Watch

Advisor M&A: What to Prioritize to Drive A Firm’s Enterprise Value Watch

Ready for Next:  What will be the impact of proposed tax reform on the utilization, design and funding strategies of Non-Qualified plans Watch

Reg Rollbacks: What to Expect From the SEC, DOL and Congress in the 2nd Half of 2021 Watch

ESG and Qualified Plans:  The Who, What, When, Where, Why (and, Most Importantly, How) ERISA Plan Fiduciaries Prudently Consider ESG-Related Investments Watch

Bridging the Gap from Workplace Retirement Savings to Personalized Advice Watch

How Successful Advisors Conduct Annual Retirement Plan Reviews Watch

Protecting Wealth for an Aging America Watch

Pooled Employer Plans (PEP): Moving into the New Era of Retirement Plans Watch

Enhancing Your Stable Value Product Due Diligence Watch

How Annuities Can Fit into a Fiduciary’s Planning Process Watch

Introduction to Fiduciary Prudent Practices Watch

Lost at Sea – ERISA safe harbors expose participants to increased risk Watch

Impact Analysis: Unpacking the DOL’s Investment Advice Exemption for Banks & Registered Investment Advisers Watch

2020 Fiduciary Year in Review and A Look Ahead Watch

Orlando’s Outlook: 2020 Post-Election Update Watch

IRAS: Goldmine or Minefield? Watch

Seize Today. Secure Tomorrow: A Field Guide to Social Security Watch

Orlando’s Outlook: 2020 Election – Character vs. Economy Watch

Beyond Money: The Rest of Retirement Watch

MIT AgeLab: 8,000 Days of Retirement Watch

It’s Been a Hot Summer for the Regulation of Advice, and There’s No Sign of a Cooldown Watch

On Beyond Fiduciary: Ascending through the Fire with an Evolving Fiduciary Governance Approach Watch

Planning More Efficiently for Longevity Watch

Build-a-Brand Workshop Watch

Building The Retirement Tier Watch

Put Your Best Fund Forward: Research-Backed Strategies to Improve Retirement Plans Watch

The Growing Appeal of CITs in Retirement Plans Watch

Market Intelligence: A comprehensive review of today’s investment landscape Watch

A Deep Dive Into Planning for the Client with a Disability Watch

Retirement Firm M&A: What You Need to Know Watch

Cash Balance Plans: The Smart Choice for Successful Business Owners Watch

Understanding a Limited Scope Audit & What Can Go Wrong Watch

ESG Integration Best Practices Watch

Rabbi Trusts Benefits Features and Key Considerations Watch

Stable Value: Why This Time is Different Watch

Financial Inclusion for People with Disabilities and Caregivers Watch

Investing Amid a Crisis Watch

2020 CEFEX General Meeting DAY 2 Watch

2020 CEFEX General Meeting DAY 1 Watch

How to Build Your Reputation: Survey Findings and Implications Watch

A Fiduciary Guide to the CARES and SECURE Acts Watch

The Fiduciary’s Role in the Rebirth of a Tribal Nation Watch

Artificial Intelligence Fiduciary: Automate All Things Ordinary, So You Can Be Extraordinary Watch

Competitive & Compliant Strategies for Growth Watch

Serving as Fiduciary for Nonprofits and Foundations Watch

To MEP or Not to MEP, That Is the Question Watch

Advisor Considerations for HSAs and ERISA Watch

RIA Disclosures: Form CRS/ADV Part 3, Share Class Disclosures, and More Watch

The SEC’s Investment Adviser Interpretation and Reg BI: The (Partial) Convergence for RIAs and Broker-Dealers Watch

Reg BI and Other Trends for Fiduciary and Professionalism Watch

2020 State of the Fiduciary Watch

Market Perspectives for Fiduciaries Watch

Proving Prudence & Participant Loyalty: A Plan Committee Defends Itself Watch

The Advisor Perspective on HSAs Watch

Step 4 of the Fiduciary Process: Monitoring the Client Engagement Watch

Will Policymakers’ Vision for the Fiduciary Standard Be 20/20 in 2020? Watch

HSAs – How advisors can help connect health and wealth Watch

Step 3 of the Fiduciary Process: Implementing the Investment Strategy Watch

Regulating Conflicted Advice: Is The Rulemaking Process Working? Watch

Step 2 of the Fiduciary Process: Formalizing the Investment Strategy Watch

What Crayola Color of 3(16) Does Your Vendor Provide Watch

Reg BI Cometh! Watch

Step 1 of the Fiduciary Process: Organizing the Client Engagement Watch

Latest ERISA Court Actions Offer New Guidance to Fiduciary Practitioners Watch

Leveraging Tools & Technology to Scale Fiduciary Processes Watch

Introducing the Latest Update to Fi360’s Prudent Practices Watch

Demystifying Providing Advisory and Planning Services to Women Watch

Fiduciary Year in Review: What Advisors Need to Know about the Evolving Fiduciary Landscape Watch

The Evolving QDIA Landscape: What Defined Contribution Professionals Should Know Watch

How Mandatory Force-Outs Turned into a Fiduciary Concern Watch

Aligning ESG Investments and Trends with Participant Values Watch

Understanding the causes of 401(k) litigation and how to avoid a lawsuit Watch

How much is your reputation worth? Watch

RFP Best Practices Watch

An Introduction to the Fiduciary Standard and Fiduciary Principles Watch

How to Build Portfolios using ETFs and Index Products Watch

Is the Fiduciary Standard Being Dismembered or Strengthened? Watch

Step 4 of the Fiduciary Process: Monitoring the Client Engagement Watch

The Regulatory Outlook for 2018 and the Impact on Advisors Watch

Step 3 of the Fiduciary Process: Implementing the Investment Strategy Watch

Behavioral Finance - How Participants Make Decisions Watch

Regulators, the Courts and the Fiduciary Standard:  What’s Happened, What’s Happening, What’s Next Watch

Designee Coaching Call: Fees, Services, and a Prudent Process for IRA Rollovers Watch

Exploring the Expanding Universe of Investment Products Watch

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