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.

The Operational, Fiduciary, and Cost Implications of Partnering with a TAMP

Brian Huckstep, CIO & Co-Founder, Advyzon Investment Management

Meghan Holmes, COO & Co-Founder, Advyzon Investment Management

April 28, 2022

Turnkey Asset Management Programs (TAMP's) have become increaingly more popular over the last twenty years. Our webinar will help attendees understand the ways that outsourcing some investment management and trading aspects of your practice to a TAMP can help save time, reduce cost, reduce trading errors, improve investment performance, improve your employee and end client experience, and offload fiduciary duty related to investment management.

We will discuss how advisors might select which accounts to continue investing and trading themselves and which to outsource to a TAMP, the types of strategies that TAMPs offer, and how using a TAMP partner can enhance succession planning.

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Benefit from Partnering with a Third-Party Fiduciary

Wenli Tan, Managing Director, Mesirow Fiduciary Solutions

Vincent Vicidomini, Managing Director, Mesirow Fiduciary Solutions

April 21, 2022

Partnering with an outsourced fiduciary can offer significant benefits to an advisor’s practice.  It is important to understand that not all third-party fiduciaries are the same, so hiring the right fiduciary matters. 

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Watch

State Mandated Retirement Programs

Katie Sheliga, National Accounts Sales Director, The Standard

Kristen Solo, Senior Attorney, The Standard

March 24, 2022

Join us for an educational hour on state-mandated retirement programs. We’ll discuss recent legislation that has created state-mandated plans, their requirements, and resources for providing solutions to small business clients.

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Watch

Introduction to Fiduciary Prudent Practices Watch

Demystifying Governance in your Practice Watch

The Covid Response, Implications for Retirees, & Exponential Innovation Watch

Today’s Potential for Business Investment in Robotics, Automation and AI Watch

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

Let’s get to work. Connect