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The community for the industry’s premier investment consulting, wealth managers and retirement advisors who embrace excellence and ethics.



HOW TO BENEFIT A CHARITY WHILE RECEIVING INCOME                    

Sponsored by Allianz Life Insurance Company of North America

Our Charitable remainder trust guide can help your clients understand potential benefits of setting up a charitable remainder trust and how they work.

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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 solutions to three emerging tax problems.

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TAKING A DISCIPLINED LOOK AT IRRATIONAL INVESTORS  

From Yale Insights (Yale School of Management), IWI Executive Education Partner

Nicholas Barberis, Stephen and Camille Schramm Professor of Finance, says that applying an analytical eye to the irrational ways we form beliefs and how those beliefs collectively drive financial decisions can lead to a truer understanding of markets.

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THE INVESTOR–ADVISOR DISCONNECT: 2022 ADVISOR AND INVESTOR RESEARCH   

From Investments & Wealth Research

Toews Asset Management’s Behavioral Investing Institute in conjunction with the Investments & Wealth Institute conducted a survey by Absolute Engagement to better examine investor preparedness for adversity in the face of the triple threat of war, high inflation, and falling asset prices.

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Wealth



RETIREMENT AND LIFETIME INCOME: AN ACHIEVABLE REALITY              

From the Investments & Wealth Monitor

Regulatory change has removed many of the risks of incorporating annuities into target-date funds.

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UNDERSTANDING TAX COST IN PORTFOLIO TRANSITIONS

From the Investments & Wealth Monitor

Many advisors still think of November and December as tax-loss season, but tax management to improve client outcomes is better understood as a year-round opportunity.

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Retirement



BRIDGING CLIENT BIASES IN RETIREMENT: FRAMING EFFECTS, THE FAMILIARITY PRINCIPLE, AND AN INCOME-CENTRIC APPROACH TO PLANNING                              

From the Investments & Wealth Monitor

Framing can affect key retirement-income questions, particularly when to claim Social Security benefits and at what pace to draw down retirement assets.

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WILLIAM F. SHARPE, PHD: RETIREMENT RISKS, INDEXING, AND THE GRAPH NO ONE WANTS TO SEE                              

From the Retirement Management Journal

Retirement Management Journal spoke with Sharpe about risks in retirement, portfolio construction, and his legacy of thought leadership.

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RIA



THE SURPRISING SCIENCE OF MEETINGS                       

Exceptional Advisor Podcast

Dr. Steven Rogelberg, Chancellor’s Professor at UNC Charlotte and the author of The Surprising Science of Meetings, offers proven practices and techniques that help managers and employees enhance the quality of their meetings.

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HOW ADVISORS CAN MARKET LIKE THE GREATEST BRANDS IN THE WORLD W/ROBERT SOFIA                       

Exceptional Advisor Podcast

Robert Sofia, chief executive officer of Snappy Kraken and author of Blend Out: From Ordinary to Irresistible: How Advisors Can Market Like the Greatest Brands in the World, describes how advisors can make themselves impossible to ignore with bold, unique, and memorable marketing.

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Thrive (Diversity, Equity, and Inclusion)



WHY INEQUALITY IS A GENERATIONAL PROBLEM                       

From Chicago Booth Review, IWI Executive Education Partner

Researchers studying economic inequality and social mobility have established a strong link between economic outcomes for parents and children. But traditional measures may still understate the role of intergenerational dependence by as much as 50–100 percent.

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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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Washington Insights

DOL GREENLIGHTS FINAL ESG RULE FOR 401K PLANS. WILL PLAN SPONSORS ACTUALLY ADD ESG?         

From Washington Insights, January 2023

Washington Insights  reviews a final rule by the Department of Labor that encourages the use of environmental, social, and governance (ESG) investments in defined contribution plans and removes a Trump administration roadblock to ESG as a default investment option for workers.

Read at Washington Insights


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