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Spotlight News



SURVIVING MARKET VOLATILITY W/BILL FEAKES              

Exceptional Advisor Podcast

New York Life Retail Annuities Regional VP Bill Feakes discusses market volatility, helping investors keep things in perspective and building retirement strategies to manage through economic uncertainty.

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WHY SO SERIOUS ABOUT RETIREMENT INCOME?             

From the Investments & Wealth Monitor

Advisors should create a more positive narrative for clients by articulating a plan for managing market losses, including adjustments to cash flow, and retirement-income success.

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Articles and White Papers


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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IT’S NOT JUST ASSETS UNDER MANAGEMENT ANYMORE: HOW AND WHY ADVISOR FEE MODELS ARE CHANGING            

From the Investments & Wealth Monitor

Forward-thinking advisors are rethinking their fee models, which must be transparent and create a fair alignment between the price paid and the value of services.

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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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Latest Discussions

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Online Education and Podcasts


MEDICARE PLANNING             

Exceptional Advisor Podcast

Jeng Chiu, JD, CFP®, Vice President and Director of National Sales Consulting with Delaware Life Marketing, discusses the intricacies of Medicare planning and the situations surrounding it.

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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


COLLEGE AND STUDENT LOAN PLANNING ESSENTIALS   

Certificate Program

This course is designed for advisors and financial professionals who wish to become more knowledgeable in the areas of education funding, financial aid planning, and student loan advising.

15 credits, including 6 tax & regulations credits, for CIMA®, CPWA®, and RMA® certifications.

Learn More 


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.

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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.

Learn More

 





Blogs



SEC MOVES CLOSER TO DOL FIDUCIARY REQUIREMENTS FOR SERVICE PROVIDERS       

From Washington Insights, December 2022

Washington Insights reviews a proposed rule by the Securities and Exchange Commission that would require registered investment advisers to apply a due diligence process to the selection and monitoring of service providers to their firms. The Department of Labor previously identified a similar need for Employee Retirement Income Security Act fiduciaries to prudently select and monitor a plan’s service providers.

Read at Washington Insights

Institute Blog: Investment Sense

Read all blogs


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 Institute Appoints Avi Sharon as Editorial Advisory Board Chair

    3 months ago
    The Investments & Wealth Institute, has announced that Dr. Avi Sharon will become Editorial Advisory Board Chair of Investments & Wealth Monitor, its peer-reviewed, bimonthly educational magazine that showcases industry news and articles to provide education, insight, explanation, and coverage of key ...

  • Investments & Wealth Institute Announces Agenda for Lifecycle Planning Virtual Conference

    3 months ago
    The Investments & Wealth Institute (IWI), has announced the agenda and lineup of speakers for the Lifecycle Planning Virtual Conference, its inaugural virtual event that primarily features five thought leader panels comprised of cutting-edge practitioners, as well as industry and academic experts who will identify and address the ...

  • Investments & Wealth Institute Announces New ‘Experience’ Conference to be Held April 7-10, 2024

    5 months ago
    The Investments & Wealth Institute has announced the date and location for its 2024 annual conference—along with a rebranding that emphasizes the Institute’s priority to optimize advisor engagement and deliver advanced content and practical strategies for exceptional advisors.

Institute Events





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