August 15, 2017 | 4:15 p.m. ET

CFP Board’s Proposed Revised Standards: Too weak? Too strong? Or, just right?

The CFP Board released their draft revised code of ethics and standards of conduct on June 20th. A sixty-day public comment period runs until August 21st. The importance of the standards are captured by CFP Board CEO, Kevin Keller, when he states they are the “Ethical foundation for CFP certifications.”

This discussion will offer divergent views on CFP draft revised standards on fiduciary duties. Views that are clearly either “for” or “against” certain aspects of the standards will be set out.

August 22, 2017 | 4:15 p.m. ET

Intelligent Aggregation: How to Gain $2,000 Per Client in New Annual Revenue

When all of the client’s information is in one place, on one screen, advisors are able to provide better advice, while clients appreciate having their entire financial situation in one consolidated view.

Join us for an engaging discussion with industry experts to explore this research and learn from leading advisors how they are using account aggregation to delight clients, meet fiduciary duties and increase revenues.

August 17, 2017 | 2:00 p.m. ET

Coming to America: Legal and financial planning challenges faced by practitioners when advising immigrant clients

This webinar will review the legal issues/challenges to becoming a citizen and then discuss the financial and tax planning issues, including:

• Income taxation of non-U.S. citizens

• Treaty planning for the income tax implications

• Tax reporting requirements International estate planning issues

• How clients should handle assets in their home country

• Use of offshore funds

• How taxes relate to portfolio management and cultural differences (different financial/objectives based on culture and upbringing).

ARCHIVED

Free Cash Flow as a Source of Alpha Across Global Markets

Free cash flow has turned out to be a formidable indicator of corporate profitability. It enables closer scrutiny of underlying fundamentals, making it easier to identify quality companies with growing cash reserves.

Combined with the share count reduction and balance sheet strength, free cash flow has been a dependable marker to help identify quality companies.