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The community for financial planning professionals committed to exceeding client expectations.


Spotlight News



BRIDGE THE GENERATION GAP: HOW TO HAVE A FAMILY WEALTH BRIEFING               

From the Investments & Wealth Monitor

Advisors have the skills and are well positioned to help bridge the communications gaps among today’s very distinct generation.

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THE FUTURE OF WEALTH MANAGEMENT W/STEPHEN M. HORAN, PHD, CFA®, CIPM®, CAIA®             

Exceptional Advisor Podcast

Stephen Horan, a senior strategic advisor with the Investments & Wealth Institute, discusses what wealth management is, how it’s changing, and whether it will ever become a profession.

Listen to Part One

Listen to Part Two


Articles and White Papers


PLANNING AROUND NEW RULES FOR INHERITED RETIREMENT ACCOUNTS              

From the Investments & Wealth Monitor

Advisors need to talk with clients about how to manage the impact that the new SECURE Act rules may have on heirs.

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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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ESG AND SUSTAINABLE INVESTING: A DISCUSSION WITH DAVID CALLAWAY AND ROBERT POWELL, CFP®            

From the Investments & Wealth Monitor

Two industry leaders discuss investors’ understanding of ESG and sustainable investing, how to accelerate advisor and client education in this area, and how advisors can differentiate themselves through ESG.

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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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CRYPTOCURRENCIES AND DIGITAL ASSETS: VALUATION MODELS AND DUE DILIGENCE           

From the Investments & Wealth Monitor

The challenge for investors is to pick the relatively small number of today’s cryptoassets that will be among the next decade’s largest winners.

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WHY ESG MATTERS           

From the Investments & Wealth Monitor

Advisors need to familiarize themselves with the origins and complexities of ESG investing—and be ready to discuss with clients.

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Latest Discussions

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Online Education and Podcasts


GEOPOLITICS FOR INVESTORS: COPING WITH TECHNOLOGY AND POLITICS   

On-Demand Recording

How can investors, businesses and bystanders cope in a world where technological innovation is both provoking and preventing conflict?

1 credit for CIMA®, CPWA®, and RMA® certifications.

Learn More

 


THE BASICS OF ESTATE PLANNING              

Exceptional Advisor Podcast

Brendan Payne, JD, LLM, Vice President and Director of National Sales Consulting with Delaware Life Marketing, and Jeng Chiu, JD, CFP®, Vice President and Director of National Sales Consulting with Delaware Life Marketing, discuss key estate planning strategies, estate planning documents, estate taxes, and special estate planning circumstances.

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RISK PREFERENCES, PERSONALITY, AND INVESTOR PSYCHOLOGY  

On-Demand Recording

This session will focus on the familiar but incomplete notion of mood and attitude toward risk and risk aversion, in some sense the numeraire of wealth managements.

1.5 credit for CIMA®, CPWA®, and RMA® certifications.

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LEGACY ESSENTIALS: AGING WITH DIGNITY  

On-Demand Recording

One thing every financial professional has in common is an aging client base. Join us as we explore your role in helping your clients age with dignity and grace.

1 credit for CIMA®, CPWA®, and RMA® certifications.

Learn More

 


LEGACY ESSENTIALS: EMPATHY  

On-Demand Recording

This presentation will look at the science of empathy and how it can help you become a trusted professional who clients and their families will look to for guidance for years to come.

1 credit for CIMA®, CPWA®, and RMA® certifications.

Learn More

 


INVESTMENTS & WEALTH FORUM—TORONTO 2022: FACILITATING SUSTAINABLE BEHAVIOURAL CHANGE  

On-Demand Recording

This recorded event brings together North American exceptional advisors, market game changers and financial experts to discuss facilitating sustainable behavioural change.

7.5 CE credits.

Learn More 





Blogs



HOW THE MIDTERMS MAY (OR MAY NOT) IMPACT INVESTMENT ADVISORS       

From Washington Insights, November 2022

Washington Insights reviews the potential impact of the midterm elections on wealth managers, and by extension, a key part of the $100 trillion capital markets overseen by the Securities and Exchange Commission.

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–New York City is the Event to Manage Portfolio Risk

    Registration is open for the educational event for elite advisors who want to learn about the latest tools, techniques and strategies being used to better protect clients from portfolio risk.
  • Global Uncertainty and Demographic Shifts are Changing the Client Experience

    The Investments & Wealth Institute’s 2022 Client Research shows that investor preferences, expectations about the future and engagement styles have changed and continue to change. The study, conducted by Absolute Engagement, has been published in partnership with the Institute annually since 2017 and asks clients to tell us what they need, want ...
  • Investments & Wealth Institute Names Michael Mastey as Director of Sales

    The Investments & Wealth Institute, announced today that it has named Michael Mastey as its director of sales. In this role, Mastey will lead the Institute’s sales strategy, business development initiatives and revenue generation.

Institute Events




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