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Spotlight News



PORTFOLIOS FOR LONG-TERM INVESTORS       

Exceptional Advisor Podcast

How should long-term investors form portfolios in our time-varying, multi-factor, and friction-filled world? John Cochrane, a senior fellow at the Hoover Institution at Stanford University, former professor of finance at the University of Chicago Booth School of Business, and author of The Grumpy Economist blog describes two conceptual frameworks that may help.

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THE WELL-TEMPERED RETIREE: FINE-TUNING INVESTOR BEHAVIORS IN DECUMULATION

From the Investments & Wealth Monitor

Investors in the saving stage have long benefited from the insights gleaned from behavioral finance. For those in or about to be in the decumulation stage, however, it’s a blank slate.

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Articles and White Papers



DEMONSTRATING ADVISOR GAMMA THROUGH THE HOUSEHOLD BALANCE SHEET
  

From the Investments & Wealth Monitor

Traditional probability-based modeling tools such as Monte Carlo focus on investment outcomes, but new tools can better isolate and illustrate the impact of comprehensive planning decisions.

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INVESTING OTHER PEOPLE’S MONEY   

Research of Interest

Experimental finance provides controlled environments to test how remuneration structures affect investment decisions for real people. This chapter excerpt discusses recent findings of experimental studies on investment decisions making for other people.

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THE ROLE OF ANNUITIES IN AN INCOME-STARVED ENVIRONMENT  

From the Investments & Wealth Monitor

Annuities can generate a guaranteed lifetime income stream, improve client outcomes, and allow for more aggressive asset allocation in the remaining portfolio.

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BUILDING FINANCIAL SECURITY IN A CHANGING LABOR MARKET   

From the Investments & Wealth Monitor

A new concept of retirement is emerging that will profoundly impact how people build lifetime financial security and affect every segment of retirement finance—advisors included.

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CONSIDERING ALL OPTIONS FOR BONDS: CHALLENGES TO THE 40 PERCENT OF THE 60/40   

From the Investments & Wealth Monitor

Bonds are meant to provide income and capital preservation in a 60/40 portfolio—but are there other better options?

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WHEN DIVERSIFICATION FAILS    

From the Investments & Wealth Monitor

When we invest, we forecast the future. Indeed, returns and risks are forecastable enough that quantitative models, combined with judgment, can add significant value.

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Latest Discussions

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Online Education and Podcasts


OPTIMIZING YOUR PRACTICE FOR GENS X, Y, AND Z       

Exceptional Advisor Podcast

Robert Powell, CFP®, editor of The Street’s Retirement Daily, interviews Frank Vilcnik, RICP®, Senior Regional Vice President of New York Life, on the great wealth transfer and the opportunity set for advisors in building a generation-resilient practice. Tune in to hear proven strategies to attract, serve, and retain Gens X, Y, and Z as core clients.

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DEPRESSION BABIES: HOW EXPERIENCES AFFECT RISK-TAKING   

On-Demand Recording

Recent events have strong effects on individuals’ willingness to take risks, but experiences early in life also have significant influence – even several decades later. This session explores how investors’ lifetime stock-market return experiences can be a predictive and useful analysis.

1 Hour of CE Credit.

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HABITS OF A CHAMPION TEAM: THE FORMULA TO WINNING BIG IN SPORTS, LIFE, AND BUSINESS      

Exceptional Advisor Podcast

Dana Cavalea, the former director of performance for the New York Yankees, discusses in the podcast with Robert Powell, the editor of TheStreet’s Retirement Daily, what financial professionals can do to create a winning team and become a better leader. Cavalea also shares what he learned about winning from Derek Jeter and Mariano Rivera.

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WHY TAXES MATTER IN RETIREMENT W/ BRENDAN PAYNE AND JENG CHIU     

Exceptional Advisor Podcast

In the second of a multi-part sponsored series, Brendan Payne and Jeng Chiu, both vice presidents of national sales consulting at Delaware Life, discuss with Robert Powell, editor of Retirement Daily on TheStreet, why taxes matter in retirement and the importance for financial professionals to create retirement income strategies that help clients minimize income taxes over the course of a long retirement.

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WHAT WE'VE LEARNED ABOUT THE EVOLVING ROLE OF BEHAVIORAL FINANCE THROUGH A PANDEMIC LIFECYCLE

On-Demand Recording

Join thought leaders from Charles Schwab Investment Management, the Investments & Wealth Institute and Cerulli Associates for a panel discussion as they showcase results from the 2021 BeFi Barometer and offer tips and tricks for applying behavioral finance as a means to improve client financial outcomes.

1 Hour of CE Credit.

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PRIVATE MARKETS AND ALTERNATIVE YIELDS    

Exceptional Advisor Podcast, Sponsored by Macquarie Asset Management

This special Exceptional Advisor edition features a podcast from Macquarie Asset Management’s Think Again series. Wilshire’s Mark Perry and Melissa Hutchinson, senior relationship manager at Macquarie Asset Management, join host Denise St. Ivany for a discussion on private-market investing, with a focus on debt markets, risk management, and a peek into the world of alternative yields.

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Institute Blog: Investment Sense

Institute Announcements

  • Investments & Wealth Institute Announces First In-Person Event for 2022

    The Investments & Wealth Institute (IWI), the premier professional association, education provider, and standards body for financial advisors, today announced details for their first 2022 in-person conference, the Investments & Wealth Forum, to be held Jan. 31-Feb. 1, in Fort Lauderdale. It will also be available on-demand ...
  • Digital Badges are Modernizing the Way Financial Advisors Display Their Expertise

    The Investments and Wealth Institute launches a competency-based education tool to help advisors gain traction in the digital age and share their credentials with investors and prospects.
  • Investments & Wealth Institute Announces 2022 Chair and New Board Members

    The Investments & Wealth Institute (IWI), the premier professional association, education provider, and standards body for financial advisors, today announced the Chair-elect and new members of the 13-member Board of Directors.


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 Events




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