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Spotlight News



DIRECT INDEXING: THE DEMOCRATIZATION OF CUSTOMIZED PORTFOLIO MANAGEMENT           

From the Investments & Wealth Monitor

Customized portfolio management through direct indexing will become a key trend and will have implications for all investment industry players.

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ALL INVESTING HAS IMPACT: VALUING IMPACT RISK, BUILDING A BETTER WORLD, AND MAKING MONEY ALONG THE WAY            

From the Investments & Wealth Monitor

Nomenclature and strategy may vary, but purpose is the unifying principle that makes investment impact a part of decision-making.

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Articles and White Papers


APPLICATIONS OF MACHINE LEARNING IN WEALTH MANAGEMENT          

From the Journal of Investment Consulting

This paper provides a targeted review of machine learning methods that are impacting the field of wealth management.

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REGENERATIVE FINANCE: A NEW ASSET CLASS FOR VALUES-DRIVEN INVESTORS PRIORITIZES PROBLEM-SOLVING AND IMPACT          

From the Investments & Wealth Monitor

Regenerative finance allows wealth holders to invest directly in models for solving social and environmental problems.

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2022 CLIENT RESEARCH: THE EVOLUTION CONTINUES—GLOBAL UNCERTAINTY AND DEMOGRAPHIC SHIFTS ARE CHANGING CLIENT EXPERIENCE         

From Investments & Wealth Research

Each year Investments & Wealth Institute and Absolute Engagement survey clients to gather insights that support exceptional advisors. This article reports on findings of the 2022 survey.

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AND NOW YOU KNOW ... THE REST OF THE STORY         

From the Investments & Wealth Monitor

This article considers implications and complexities of Russia’s invasion of Ukraine, the upward trend in inflation, interest rate hikes, the U.S. stock market, and the retirement crisis.

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ILLUMINATING THE RELATIONSHIP BETWEEN ESG AND PERFORMANCE         

From the Investments & Wealth Monitor

Risk and return drivers for each E, S, and G pillar provide clues about the relationship between ESG and investment performance.

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SUSTAINABLE INVESTING, ECONOMIC THEORY, AND EVIDENCE         

From the Investments & Wealth Monitor

Research suggests that intelligent design of a sustainable investment strategy can allow investors to create an efficient portfolio.

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Latest Discussions

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Online Education and Podcasts


SOLUTIONS TO EMERGING TAX PROBLEMS IN RETIREMENT W/WALDEAN WALL          

Exceptional Advisor Podcast

Waldean Wall, Vice President, Advanced Markets and Solutions, Allianz Life Insurance Company of North America, discusses three emerging tax problems in retirement and possible solutions, including Roth conversions, life insurance, split beneficiaries, charitable giving, and charitable trusts.

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THE TRUTH ABOUT CRYPTO W/MATT HOUGAN          

Exceptional Advisor Podcast

Matt Hougan, the Chief Investment Officer of Bitwise, talks about crypto, non-fungible tokens, and the best way for advisors to incorporate cryptocurrency into their client’s portfolios.

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EXPLORING THE MILLENNIAL MINDSET 

On-Demand Recording

Millennials have surpassed baby boomers as the nation’s largest generation, numbering 72 million, and stand poised to inherit $70 trillion from their parents. Yet, some of these Millennials have already achieved a level of wealth—and wealth complexity—that requires advice and guidance from a professional.

Premier CE: 1 credit for CIMA®, CPWA®, and RMA® certifications.

Learn More

 


COMMON QUESTIONS AND MYTHS ABOUT SOCIAL SECURITY   

Exceptional Advisor Podcast

Delaware Life Marketing’s Val Sender, Associate Director, and Jeng Chiu, Vice President of National Sales Consulting, answer the most common questions they receive from financial advisors and address the most common Social Security myths.

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THE TRUST MANDATE   

Exceptional Advisor Podcast

Herman Brodie, the founding director of Prospecta Limited and author of The Trust Mandate, discusses how investment advisors can build trust with their clients and how investment advisors can address two key behavioral issues of great concern to their retired and soon-to-be-retired clients.

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ROTH CONVERSIONS IN 2022   

Exceptional Advisor Podcast

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), a partner with Keebler & Associates, LLP, discusses the reasons why 2022 may be an especially effective year to consider a Roth IRA conversion.

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Blogs



SEC PROPOSES ESG DISCLOSURES IN FORM ADV      

From Washington Insights, August 2022

Washington Insights reviews a proposed rule by the Securities & Exchange Commission requiring specific disclosures by registered investment advisers and investment companies if they offer environmental, social, and governance strategies as part of their investment management services.

Read at Washington Insights

Institute Blog: Investment Sense

  • In retirement, there are at least nine risks that households will face. Those include systematic risks: including political (public policy and inflation) and business (market, issuer, income) and unsystematic risks: including behavioral (spending) and chance (household shocks, heath care and...
  • The past 18 months will be written about in the history books and taught in schools; movies will be made, and books written. In addition to our personal...
  • Protect, Live, Dream Odysseus, the Greek king of Ithaca, is best remembered for his arduous 10-year journey home after the Trojan War, as well as the Trojan Horse he used to gain surreptitious access to enemy...


Professional Development

INSTITUTE PROFILES:

Ashok S. Ramji, RMA®, CFP®, CDFA®, CHFC®, CLU®, RICP®

"There’s more confidence post-RMA® certification. It helps the clients, it helps me. The RMA® curriculum provides a framework for looking at things truly across the silos.”

Read Ashok's Story




Institute Announcements

  • Investments & Wealth Forum – Toronto Registration Now Open

    The Investments & Wealth Institute will be hosting an intensive one-day event on October 3 in Toronto, ON. The Investments & Wealth Forum – Toronto, Facilitating Behavioural Change, will feature leading academics, practitioner consultants and a Women in Wealth panel. Financial professionals are invited ...
  • Mackenzie Investments Becomes First North American Cohort to Participate in Private Markets Course

    The Investments & Wealth Institute today announced that Mackenzie Investments, one of Canada’s leading asset managers, has become the first financial services cohort in North America to officially participate in their new Private Markets for Advisors training course, launched in May 2022.
  • Investments & Wealth Institute Earns Prestigious ANAB Accreditation for CPWA® Certification

    The premier professional association, education provider and standards body for financial advisors, the Investments & Wealth Institute, announced that its Certified Private Wealth Advisor® (CPWA®) certification, the advanced certification for advisors who serve high-net-worth clients, has met all personnel certification requirements ...

Institute Events





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