Recent Investment Research Webcasts You May Have Missed

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

Descripton: The evolution of the retirement market into a distinct and specialized industry has caused a shift in what is needed and expected from the advisor community. This presentation discusses the new role retirement plan advisors should play in helping plan sponsors navigate the changing landscape and five areas of compliance where retirement plan advisors can add tremendous value.  Watch Now.

Presenter: Sharon A. Pivirotto, PPC™, AIFA® Founder and Managing Director, Financial Service Standards, a division of fi360, Inc.
Presenting Company: Financial Service Standards

Helping Irrational Clients Make Rational Decisions - Behavioral Finance for Advisors

Descripton: Rational investors are a myth.  Our clients are Behavioral Investors.  This program will provide an introduction to the wonderful (and wacky) world of Behavioral Finance.  It will discuss the behavioral risks our clients face and provide practical strategies for managing these risks.  Watch Now.

Presenter:Harold Evensky, President
Presenting Company: Evensky & Katz

Portfolio Diversification through Volatility Based Assets

Descripton: Volatility strategies are a unique segment of the liquid alternative asset category.  LJM Partners’ Chief Risk Officer, Arjuna Ariathurai, will discuss the tenets of volatility and option strategies as portfolio diversifiers.  Specifically, when a portion of a traditional equity/bond portfolio is allocated to volatility strategies, they may provide return enhancement while reducing risk measured in terms of standard deviation.  Watch Now.

Presenter: Arjuna Ariathurai, Chief Risk Officer
Presenting Company: LJM Partners

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

Descripton: The Fiscal Cliff crisis has been averted, but little (only $62 billion in new revenue has been raised yet virtually no spending cuts will be implemented in 2013) has been done to address the U.S. Government’s budget deficit problem.  Instead, we have reverted back to kicking the can down the road.  While the immediate ramifications are probably positive for equities in the very near term, what happens to all asset classes later in 2013 and beyond?  Watch Now.

Presenter: Lou Stanasolovich, CFP^®, Founder, CCO, CEO and President
Presenting Company: Legend Financial Advisors, Inc.^®

View All Archived Investment Research Webcasts Here.

Please keep in mind, to receive CFP^® or IMCA^® CEUs you must register and attend the LIVE online Webcasts for a minium of 55 minutes.
If you miss any of the LIVE Webcasts, you can access all previously recorded presentations by going to the
Webcast Archives section of our Website. However, participants that watch Webcasts that are not LIVE cannot receive CEUs.