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Spotlight News



INFLATION’S CORROSIVE EFFECT ON FINANCIAL ASSET RETURNS: BUILDING PORTFOLIOS WITH RISING RATE AND INFLATION CONTINGENCIES        

From the Investments & Wealth Monitor

Today’s inflation is accompanied by many characteristics typical of past inflationary periods, such as supply shortages, surging commodity prices, and a tight labor market.

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PREDICTING RETURNS USING BEHAVIORAL MARKET BAROMETERS       

From the Journal of Investment Consulting

This paper introduces market barometers that are based on measurable and persistent investor behavior.

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Articles and White Papers



MILLENNIAL BOOM: DEMOGRAPHICS POINT TOWARD ECONOMIC GROWTH       

From the Investments & Wealth Monitor

Baby boomers supercharged the economy with demand for housing and consumption goods; now millennials are setting the economy up for a surge in home equity as stocks and bonds are setting up to take a hit.

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WEALTH IN THE TIME OF COVID: CONTEXT AND CONVERSATIONS FOR SUCCESSFUL TRANSITIONS       

From the Investments & Wealth Monitor

Emotions can be heightened during a crisis like the pandemic, so advisors need to be ready to help founders, families, and newly wealthy individuals focus on their relationships with people, planet, and community.

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ADJUSTING TO A CHANGING ECONOMY: WEALTH MANAGEMENT FIRMS EXPAND TECHNOLOGY FRONTIERS TO CAPTURE NEW-GENERATION INVESTORS      

From the Investments & Wealth Monitor

Geopolitical and macroenvironmental forces are driving changes in high-net-worth-individual status and behavior and shaking up wealth management industry dynamics.

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SOCIAL MEDIA: MAKING THE PROFESSIONAL MORE PERSONAL      

From the Investments & Wealth Monitor

Social media is the ultimate tool for creating profiles that best present advisors’ personal and professional attributes.

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THE SECRETS TO EARNING A FEMALE INVESTOR’S TRUST—AND HER BUSINESS      

From the Investments & Wealth Monitor

Wealth managers will be able to succeed in the years ahead only if they know how to effectively serve female clients.

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FINANCIAL PREFERENCES AND PRIORITIES BY DEMOGRAPHIC GROUP    

From the Investments & Wealth Monitor

An analysis of demographic groups and how they differ regarding financial well-being, attitudes, and life circumstances can open new opportunities for advisors.

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Latest Discussions

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Online Education and Podcasts


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. Important Disclosures (delawarelife.com).

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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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DON’T FIGHT THE FED 

Exceptional Advisor Podcast

Liz Ann Sonders, managing director, chief investment strategist, Charles Schwab & Co., discusses the most important takeaways for advisors and investors in light of Russia’s invasion of Ukraine and the Fed increasing its benchmark federal-funds rate by a quarter percentage point to a range between 0.25 percent and 0.5 percent.

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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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IT'S TIME TO TAKE SIDES W/ JONATHAN PAIN   

Exceptional Advisor Podcast

Jonathan Pain, author and publisher of the widely read investment newsletter, The Pain Report, talks with host Robert Powell about Russia’s invasion of Ukraine, its impact on the global economy, and how advisors might reposition their clients’ portfolios given the current state of affairs.

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DEPROGRAM YOUR IDEA OF ETHICS       

Video from InvestmentNews at the Investments & Wealth Forum

The Wharton School of the University of Pennsylvania Professor Peter Conti Brown shares why advisors need to deprogram their idea of ethics and separate it from legality. By doing so, he believes advisors can unlock tremendous value by exploring what he calls 'grey areas.'

Watch Now





Blogs



SEC CRACKS DOWN ON ESG ‘GREENWASHING’    

From Washington Insights, June 2022

This month’s Washington Insights column examines the recently proposed rules by the Securities and Exchange Commission that would tighten the rules requiring disclosure of environmental, social, and governance factors used in mutual fund names and in Form ADV disclosures by registered investment advisers.

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 Institute Hires Ross Riskin as Chief Learning Officer

    The Investments & Wealth Institute, a nonprofit organization that delivers premier investment consulting and wealth management credentials and world-class educational offerings, has named Ross Riskin, DBA, CPA/PFS™, CCFC, MS Tax as chief learning officer.
  • Investments & Wealth Institute Launches “Private Markets for Advisors” Certificate Program

    The leading professional association for financial professionals, the Investments & Wealth Institute has launched a new, certificate-based, online course on private markets sponsored by Macquarie Asset Management, the asset management division of Macquarie Group. This new, 12-hour course teaches advisors ...
  • Investments & Wealth Institute Announces the Launch of the Investments & Wealth Foundation

    The Investments & Wealth Institute today announced the creation of the nonprofit Investments & Wealth Foundation, to grow and support a more diverse workforce within the financial advisor profession through scholarships for the Institute’s Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®) and Retirement Management Advisor® (RMA®) certifications.




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