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The future of commercial real estate investing: How the investment ecosystem is being disrupted

January 23, 2018

Commercial real estate investing looks different now than it did a few years ago, and this year will bring even greater transformation.

A joint webcast with Pensions & Investments: The 2018 Retirement Plan Adviser Outlook

December 07, 2017

Institutional intelligence for the informed adviser: Strategies for accelerating the growth and development of your defined contribution plan business.

Accepted by IMCA for 1 CIMA/CIMC/CPWA CE credit. Accepted for 1 CFA Credit.

Investing for Impact: How ESG is changing the game

November 28, 2017

Over the past decade, the market for socially responsible and sustainable investing has evolved. From 2014 to 2016, total global assets in responsible investing strategies rose 25% to $22.9 trillion, according to a report from the Global Sustainable Investment Alliance. Today, environmental, social and governance investing—known as ESG— is creating diversification, returns and new client growth for savvy financial advisers.

But where are we and what’s next for this evolving sector? And how can advisers incorporate these cutting-edge strategies into their menu of offerings to appeal to existing clients and attract new ones?

Accepted for 1 CE Credit by the CFP Board. Accepted by IMCA for 1 CIMA/CIMC/CPWA CE credit. Accepted for 1 CFA Credit.

Elite RIAs: Drivers of current and future success

November 08, 2017

“Elite” RIA firms continue to grow at a rate that significantly outpaces the industry at large – and many elite firms are making short- and long-term investments designed to continue to accelerate their rapid growth.

Transitioning your business: Tips to make the process smoother

November 07, 2017

Making a change in firm or channel can be a substantial challenge in an adviser’s career. Being prepared by having all the information needed to make informed choices and decisions is vital, and too often advisers don’t know about this process.

New survey findings: How investors think vs. advisers plan for retirement income

October 24, 2017

A new survey conducted by arjuna-design and Nationwide® has uncovered significant differences between investors’ and advisers’ perceived needs for income during retirement.

In this free replay webcast, specialists from arjuna-design Research and the Nationwide Retirement Institute® highlight the specific sources of this “planning gap” – and offer strategies on how to educate clients about the need for longer-term planning.

Adviser compensation & staffing: Strategies and research to build a top-performing firm

October 03, 2017

Competition for established talent in the advice industry is at an all-time high — and the industry's top firms are using compensation and staffing strategies that will likely lead to both short- and long-term success.

In this exclusive webcast, arjuna-design will present new research from the 2017 arjuna-design Adviser Compensation & Staffing Study.

Investing 2017: Industry at a Crossroads

September 26, 2017

The advice industry is at a unique inflection point, as the way clients are investing has changed dramatically: Technology has evolved, access to innovative products has changed, and the active vs. passive debate continues to rage on. Advisers and their clients are caught right in the middle, setting the stage for a new adviser-client dynamic.

How will this impact advisers’ businesses and business models, as well as their portfolio construction strategies and capabilities?

A New Look at Reverse Mortgages - An Emerging Retirement Income Tool

September 19, 2017

An advisor's biggest challenge today is often how to make income and assets last through an ever-lengthening retirement span. Strategic use of a reverse mortgage can deliver improved retirement cash flow and increased chances of portfolio survival in a long retirement, as demonstrated by research from The American College of Financial Services and other noted universities. Wondering how to take reverse mortgage concepts you've heard about and turn that knowledge into compliant strategies for your clients?

An Adviser's Guide to Developing NextGen Talent

August 01, 2017

As the registered investment advisory business matures, it's clear we need to focus on a new generation of talent.

Research from arjuna-design shows that firms of seven or more full-time individuals employing at least one NextGen adviser generated 33% more revenue than firms do not have a NextGen adviser. Clearly, firms are seeing a significant impact when they bring on NextGen talent.

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Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

Please contact us at [email protected] if you have any questions.

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