Investment Research Webcasts

Global Spotlight Interview

	A One on One Interview with Joel Bruckenstein, Technology Guru
Joel Bruckenstein Bio
	A One on One Interview with Mark Hurley
Mark Hurley Biography

April 10, 2013

Documenting Compliance in the Age of Retirement Reform: Five Areas 401k Advisors Can Help Plan Sponsors Demonstrate Prudence

Presented by: Sharon A. Pivirotto, PPC™, AIFA^® Founder and Managing Director, Financial Service Standards, a division of fi360, Inc.

February 20, 2013

Helping Irrational Clients Make Rational Decisions – Behavioral Finance for Advisors

Presented by: Harold Evensky, President of Evensky & Katz

February 6, 2013

Portfolio Diversification through Volatility Based Assets

Presented by Arjuna Ariathurai, Chief Risk Officer of LJM Partners

January 23, 2013

Fiscal Cliff No More: Return To Kick The Can Down The Road – Investment Implications For 2013 And Beyond

Presented by Lou Stanasolovich, CFP^®, Legend Financial Advisors, Inc.^®

November 14, 2012

Reflections On Fund Management: Five Lessons From 25 Years

Presented by Don Phillips, Managing Director, Morningstar, Inc.

November 7, 2012

How Variable Annuities Are Evolving To Address Three Universal Client Challenges: Behavior, Longevity, And Taxes

Presenter: Kevin Knull, CFP^®, Senior Vice President and Managing Director of Symetra Investment Management, Inc.

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Recent Investment Research Webcasts

Sharon A. Pivirotto’s
	Documenting Compliance in the Age of Retirement Reform: Five Areas 401k Advisors Can Help Plan Sponsors Demonstrate Prudence
Harold Evensky's
	Helping Irrational Clients Make Rational Decisions – Behavioral Finance for Advisors
Arjuna Ariathurai’s
	Portfolio Diversification through Volatility Based Assets
Lou Stanasolovich’s
	Fiscal Cliff No More: Return To Kick The Can Down The Road – Investment Implications For 2013 And Beyond