Webinar Schedule, Registration & Archive

EAS-E Introduction Webinar with Dr. Ken Kim
& Joel Bennett

During this 40-minute webinar, Dr. Kenneth Kim and Joel Bennett introduce the new EAS-E models, which are now live on the EQIS platform.

The EAS-E model portfolios span the spectrum of investment philosophies - from strategic to tactical - and all allocations are scientifically engineered. The allocations, which are managed by EQIS, are rigorously and methodically derived, primarily based on academic theory and evidence, but also based on in-house scenario analysis, computerized mathematical simulations, and our own proprietary quantitative modeling.

June Money Manager Spotlight

WEDNEsday, JUNE 14
10:30 AM PT
1:30 pM ET

Please join Joel Bennett on Wednesday, June 14 at 10:30 AM PT / 1:30 PM ET for the June Money Manager Spotlight.

Joel will be joined by iSectors, Shell Capital Management and Financial Trust Asset Management. We will be having a roundtable discussion on current market conditions. Are the fixed income markets broke? Are we due for a correction? Is it time to look international? Will you be replaced by artificial intelligence? This 60-minute roundtable will explore these topics and provide you insights as to what market indicators are telling our panel of experts. This roundtable is designed to provide you talking points in your conversations with clients and prospects.

For Financial Professional Use Only


JUNE 401(k) Corner

WEDNEsday, JUNE 28
10:00 AM PT
1:00 pM ET

The Fiduciary Train Has Left the Station!
If the New Rule Gets Killed There is Still a New Fiduciary Standard to Meet. How will you adapt?

Please join Tom Coté on Wednesday, June 28 at 10:00 AM PT / 1:00 PM ET for the June 401(k) Corner.

In this one hour webinar our guest expert, David Witz, Founder and CEO of FRA PlanTools, will address the ramifications of the Fiduciary Rule head on. He will discuss best practices to help ensure that advisors are able to comply with the Regulation without creating a major disruption to their day-to-day business activity. The Rule also established that advisors now are acting as a fiduciary to IRA plans as well. Dave will discuss steps he would recommend taking to fulfill that fiduciary responsibility as well.

Don’t miss this great opportunity to join us on the 28th by signing up now!

For Financial Professional Use Only

 

WEBINAR VIDEO ARCHIVE

3-23-2017 Money Manager Spotlight
• Green Square Asset Management
• LJM Partners

2-22-2017 401(k) Corner with Tom Coté
• Strategies to Maximize Income Deferral    Through Plan Design


2-22-2017 Money Manager Spotlight
• Day Hagen Asset Management

1-25-2017 Money Manager Spotlight
• Martin Investment Management, LLC
• Shell Capital Management

12-14-2016 Money Manager Spotlight
• Joel T. Bennett
• Kenneth A. Kim, PhD
• Broxton Capital Advisors
• Sterling Global Strategies

11-9-2016 Money Manager Spotlight
• Financial Trust
• SWAN Global Investments
• SignalPoint Asset Management

10-12-2016 Money Manager Spotlight
• EAS-E Dynamic Philosophies

8-17-2016 401(k) Corner
Company Retirement Plans in the Current Environment: What Every Plan Sponsor Should Know

8-10-2016 Money Manager Spotlight
• Atlas Capital Advisors
• Ativo International Strategy
• Crest Investment Partners

7-14-2016 Money Manager Spotlight
 SignalPoint Asset Management
 Horizon Investment Services
 SWAN Global Investments

6-9-2016 Money Manager Spotlight
 Navellier & Associates
 Financial Trust Asset Management
 Tradewinds Global Investors

5-25-2016 401(k) Corner
Advisor Do's, Don'ts, and Maybe's Under the New Fiduciary Rule

5-10-2016 Money Manager Spotlight
 ASSYMMETRY Global Tactical
 Camelot Portfolios
 EQIS Capital Management

4-20-2016 Money Manager Spotlight
• Lunt Capital Management
• Alpha Cubed Investments


3-9-2016 - Money Manager Spotlight
• Martin Investment Management
• Gaineswood Investment Management      Services
• Financial Trust Asset Management

2-24-2016 - EQIS Engagement

2-10-2016 - Money Manager Spotlight
• Navellier & Associates
• Signal Point Asset Management
• Alpha Capital Management

1-20-2016 EQIS Engagement

1-13-2016 - Money Manager Spotlight
• Sterling Global Strategies
SWAN Capital Management
• Broxton Capital Advisors

12-9-2015 2015 Year-End Review

11-18-2015 Money Manager Spotlight
• Tradewinds Global Investors
• Horizon Investment Services

11-4-2015 Modern Retirement
Planning Workshop
• MRPworkshop.com


10-21-2015 Market Outlook
• Dr. Kenneth A. Kim, PhD

10-21-2015 Money Manager Spotlight
• Symmetry Partners

9-23-2015 - Money Manager Spotlight
• Green Alpha
• HIP Investor
• Swan Global Investments

8-26-2015 - Money Manager Spotlight
• Broxton Capital Advisors

8-19-2015 - Money Manager Spotlight
• Financial Trust Asset Management
• Dr. Kenneth A. Kim, PhD

7-22-2015 - Money Manager Spotlight
• SignalPoint Asset Management
• Toews Corporation
• Dr. Kenneth A. Kim, PhD


6-17-2015 - Money Manager Spotlight
• Shell Capital Management, LLC
• Price Asset Management


5-20-2015 - Money Manager Spotlight
• Redmond Asset Management, LLC
• Triboro Investment Management, LLC
• Wilshire Associates

5-6-2015 - EQIS and
Dr. Kenneth Kim presents the
Mutual Fund Stress Test

4-22-2015 - EQIS Money Manager Spotlight and Market Outlook
• Alpha Investment Management
• Sterling Global Strategies
• SWAN Global Investments

3-18-2015 - Money Manager Spotlight
• Broxton Capital Advisors
• iSectors, LLC
• Dearborn Partners, LLC

2-18-2015 - Money Manager Spotlight
• Gaineswood Investment
   Management, Inc.
• Navellier & Associates
• Toews Corporation

1-28-2015 - Money Manager Spotlight
• Windward Capital Management Co.
• Martin Investment Management, LLC

1-28-2015 - Economic Outlook

12-16-2014 - Money Manager Spotlight
• Alpha Investment Management, Inc.

12-9-2014 - Mutual Funds Exposed