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Spotlight News



PRIVATE MARKETS AND ALTERNATIVE YIELDS (Podcast)

Sponsored by Macquarie Asset Management

Explore Macquarie’s The Sharpe Advisor (Resource Library) including their Think Again Podcast for a discussion on private markets and alternative yields with Mark Perry of Wilshire and Macquarie’s Milissa Hutchinson.

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THE WAR FOR THE 9% (Video)

Sponsored by Macquarie Asset Management

Watch Macquarie's explainer video for a look at how the mass affluent are reshaping the advice industry.

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Articles and White Papers

COMMUNICATING CLEARLY ABOUT INVESTMENT OBJECTIVES AND RISKS   

From the Investments & Wealth Monitor

Effective investment management requires clear communications to ensure that risks are understood and are consistent with client goals and objectives.

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FINANCIAL ADVISOR FEE TRENDS AND THE FEE COMPRESSION MIRAGE 

From the Investments & Wealth Monitor

Research on financial advisor pricing models has provided insights into how much advisors are charging and the types of  pricing options offered.

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THE FUTURE OF WEALTH MANAGEMENT   

From the Investments & Wealth Monitor

Wealth advisors will need to anticipate changes and adapt their practices to respond to the every-changing wealth management landscape and meet clients’ goals.

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THE TOTAL COST OF ETF OWNERSHIP: ALWAYS REMEMBER TO LOOK UNDER THE HOOD    

Sponsored by American Century Investments

It is important to take a closer look when it comes to evaluating ETFs, gaining a deeper understanding of the explicit, implicit, and opportunity costs associated with owning a given fund.

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HOW THE $1 TRILLION INFRASTRUCTURE BILL WOULD IMPACT THE ECONOMY

From Knowledge@Wharton

IWI Executive Education Partner

Jon Huntley from the Penn Wharton Budget Model speaks with Wharton Business Daily about the potential impact of the $1 trillion infrastructure bill recently passed by the U.S. Senate.

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HOW SHOULD FINANCIAL ADVISORS APPLY IMPACT INVESTING IN THEIR PRACTICE? 

From Envestnet

Many asset managers and global financial institutions have embraced impact investing and are expanding their related services. Financial advisors can do the same. This guide provides practical recommendations for how to talk with clients about impact investing.

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WHAT DOES IT TAKE TO CREATE FINANCIAL PRODUCTS THAT CAN SAVE THE PLANET?   

From Yale Insights, the Yale School of Management

IWI Executive Education Partner

Investors are increasingly eager to contribute to solutions for climate change and other environmental problems. But they are also looking for familiar structures, acceptable levels of risk, and competitive returns.

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Latest Discussions

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NOW PLAYING: PRIVATE EQUITY FOR EVERYONE   

From the Investments & Wealth Monitor

Private-market products are coming to the markets addressing the demand from accredited investors and retirement plans. This article will examine the merits of these once elusive investments.

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THE CASE FOR CRYPTO IN AN INSTITUTIONAL PORTFOLIO   

Sponsored by Bitwise

This paper examines the impact of adding a cryptoasset allocation to a traditional, diversified portfolio of stocks and bonds (the “Traditional Portfolio”).

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INVESTMENT MANAGEMENT ESSENTIALS: INVESTMENT POLICY 

From the Investments & Wealth Institute

The first step in the investment consulting process is to establish a comprehensive investment policy that will guide the investment of a client’s assets during all market environments.

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NFT ART INVESTMENTS: AN EVOLUTION IN KIND AND IN CONTRACT

From the Investments & Wealth Monitor

Non-fungible tokens (NFTs) are innovations that have implications for art investments and other asset classes.

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HOW SPACs DESTROY INVESTOR WEALTH 

From the Investments & Wealth Monitor

Special-purpose acquisition companies (SPACs) have become popular with investors, but advisors should understand they are risky, difficult-to-analyze, and have high embedded fees and a lack of transparency; they also have come under regulatory scrutiny.

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BITCOIN: AN ASSET ALLOCATOR'S PERSPECTIVE   

From the Investments & Wealth Monitor

This article addresses bitcoin’s historical results, its relationship with other major asset classes, and how its inclusion in a portfolio may impact risk, return, and expected outcomes.

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Institute Blog: Investment Sense


Professional Development




Institute Announcements

  • First Annual Wealth Week Focuses on Helping Advisors Meet the Unique Needs of High-Net-Worth Clients

    The Investments & Wealth Institute understands the challenges advisors face daily when it comes to adding value for clients. To help combat those challenges, next week, the Institute kicks off the first annual Wealth Week, September 13-19, 2021. Focused on assisting advisors learn new ways to address the unique needs of high-net-worth ...
  • The Premier Private Wealth Conference, Wealth Advisor Forum is Back September 13-14, 2021

    Wealth management professionals will learn the latest investment, tax, estate planning, charitable contribution, and next-generation strategies for their high-net-worth and ultra-high-net clients at Investments & Wealth Institute's 2021 Wealth Advisor Forum, September 13-14, 2021, in Chicago, IL. Attendees ...
  • Institute Announces 100-Day Scholarship Giveaway to Support Women in the Financial Services Industry

    The Investments & Wealth Institute recently announced a new 100-Day Women in Wealth Scholarship Giveaway. Despite recent strides, it’s no secret that the financial services industry is very male dominated.  To help women excel, thrive and expand their representation in the industry, the Institute will award 100 Women in Wealth a certification-based ...


Online Education and Podcasts

THE MANY REWARDS OF WORKING WITH ENDOWMENT & FOUNDATIONS CLIENTS 

On-Demand Recording

Join Scott Thayer for a discussion on the endowments and foundations competitive marketplace, private wealth management versus nonprofit consulting and the value proposition for both, advanced topics pertinent to endowments and foundations clients, and necessary business infrastructure requirements for working with these clients.

1 Hours of CE Credit.

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THE BEST OF BOTH WORLDS: AN INTRODUCTION TO SEMITRANSPARENT ACTIVE ETFS 

On-Demand Recording

Semitransparent active ETFs became available in March of 2020. Ed Rosenberg, Head of ETFs for American Century Investments, discusses how these offerings combine the alpha generation potential of active equities with the structural benefits of ETFs. He provides an overview of semitransparent active ETF strategies as well as the various semitransparent active structures and explains the differences of the trading mechanisms for these ETFs.

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WHAT WE LEARN FROM LOSS W/ RABBI STEVE LEDER 

Exceptional Advisor Podcast

Robert Powell, the editor of Retirement Daily at The Street, interviews Rabbi Steve Leder, senior rabbi of Wilshire Boulevard Temple in Los Angeles, on his new book, The Beauty of What Remains; How Our Greatest Fear Becomes Our Greatest Gift. This episode explores what can be learned from loss and some important questions around the tough topic of death—grief, legacy, and the beauty of what remains.

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LIFE HAPPENS, PLANS CHANGE: THE IMPORTANCE OF TRANSITIONAL PLANNING W/ SUSAN BRADLEY, CFP® , CEFT®  AND ROSS MARINO, CFP® , CEFT®

Exceptional Advisor Podcast

Robert Powell, the editor of Retirement Daily at The Street, interviews Susan Bradley, CFP® , CeFT® , and Ross Marino, CFP® , CeFT® , on their new book Shaping Change: How To Respond When Life Disrupts Your Retirement Plan. This episode explores transition planning and how advisors can better serve clients when life takes unexpected turns.

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CAPITAL ALLOCATION IN TAXABLE HNW PORTFOLIOS IN THIS UNCERTAIN TIME

On-Demand Recording

Tune in to this on-demand session to learn about the strategic design of taxable investment portfolios. Explore where family offices may be searching for opportunity and addressing risk given the roaring stock market, low-interest rates, uncertain economic impact of the pandemic, and the potential for higher income, capital gains, and estate taxes.

1 Hour of CE Credit.

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INVESTING DURING AND AFTER COVID: WHAT’S CHANGED, WHAT HASN’T?

On-Demand Recording

The global COVID pandemic changed the way business is being done and will likely continue to alter business practices going forward. How were investment practices and asset management affected and how will they be affected going forward? Have basic investment principles changed? If not, then what is different and how should best practices approach investment from now on?

1 Hour of CE Credit.

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PRIVATE SECURITIES

On-Demand Recording

Private market expertise is an area of differentiation for investment advisors and consultants, and the opportunities have never been more accessible. This on-demand recording focuses on timely and relevant intelligence on the state of private markets, including how institutions are allocating to various asset classes like private equity and debt, real estate, and real assets.

4 Hours of CE Credit.

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BEHAVIORAL FINANCE IN INVESTING: THE EXISTENCE AND IMPORTANCE OF ‘INVESTMENT TRIBES’ AND RISK-PREFERENCE DIVERSITY W/ SID MURALIDHAR AND ARUN MURALIDHAR, PH.D. 

Exceptional Advisor Podcast

Robert Powell, the editor of Retirement Daily at The Street, interviews Sid Muralidhar and Arun Muralidhar, Ph.D. on their award-winning article Behavioral Finance in Investing: The Existence and Importance of ‘Investment Tribes’ and Risk-Preference Diversity. This episode explores the implications of investment tribes and how advisors can apply these research findings to improve client outcomes.

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BEST OF ACE ACADEMY

On-Demand Recording

This year’s “best of” bundle features some of the most-highly rated sessions from the 2021 ACE Academy conference with a slant toward the future of investment and wealth management in the face of disruption. These industry thought-leaders are eager to share their different perspectives, insights, and projections for the opportunities to watch and challenges to anticipate to move your career and business forward in this post-pandemic world.

4.5 Hours of CE Credit.

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