Investment Consulting Center

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

MAXIMIZE YOUR CLIENT’S GUARANTEED RETIREMENT INCOME                   

Sponsored by Allianz Life Insurance Company of North America

Discover how a commission-free annuity can increase your client’s cash flow while maintaining the same probability of success.

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WILL HEATH CARE COSTS IMPACT YOUR RETIREMENT?                   

Sponsored by Allianz Life Insurance Company of North America

Planning for retirement can be difficult because there are so many variables to consider. Of these, health care is often one of the most concerning, because the costs can be hard to predict—especially when you consider inflation.

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THE CASE FOR USING ADVISORY VARIABLE ANNUITIES WITH HIGH-EARNING AND HIGH-NET-WORTH CLIENTS          

From the Investments & Wealth Monitor

Investment-only variable annuity (IOVA) products, with a more institutional fee structure, may offer a more attractive VA option for tax-sensitive clients.

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ADAPTING TO GROWING PRIVATE MARKETS: A PLAYBOOK FOR PRACTICE SUCCESS        

From Investments & Wealth Research in partnership with Invesco and Cerulli Associates

Advisors can use alternative investments to differentiate practices and attract, consolidate, and retain client assets.

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Wealth

PROJECTING WEALTH TRANSFER THROUGH 2045: HNW PRACTICES PRIORITIZE ENGAGING NEXT-GEN CLIENTS            

From the Investments & Wealth Monitor

With trillions of dollars set to be in motion, firms in all corners of the advisory industry need a strategic approach to providing value regarding multigenerational shifts in wealth.

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TAX STRATEGIES FOR THE SALE OF A BUSINESS         

From the Investments & Wealth Monitor

A number of strategies can improve the tax consequences for clients when a business is sold.

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Retirement

HIGHLIGHTS OF THE SECURE 2.0 ACT  

From the Investments & Wealth Monitor

The SECURE 2.0 Act contains a variety of provisions that employers, employees, and advisors will feel the effects of for many years to come.

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STAYING AHEAD OF RISK AS LIFESPANS AND LIFE COMPLEXITY EXPAND        

From the Investments & Wealth Monitor

The changing needs and demands of the affluent demographic are leading to an equally demanding need for specialized insurance coverage for valuable assets, property, and lifestyle.

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RIA

2023 INVESTOR RESEARCH: CELEBRATING SUCCESS AND UNCOVERING LURKING RISKS 

From Investments & Wealth Research

The most recent investor research from Investments & Wealth Institute and Absolute Engagement is cause for both celebration and concern. It highlights the extraordinary work that advisors are doing in delivering the expertise and service that clients expect. At the same time, it uncovers lurking risks based on how clients are feeling and what they need going forward. 

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GUIDING CLIENTS THROUGH UNCERTAIN TIMES 

From the Investments & Wealth Monitor

A new client survey uncovers communication preferences and engagement strategies that wealth managers can use to add value for clients. 

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Thrive (Diversity, Equity, and Inclusion)



BEHAVIORAL PITFALLS OF SELECTING MANAGERS, ESSAYISTS, OR OTHERWISE

From the Investments & Wealth Monitor

Simply knowing about nonconscious biases and caring about fairness are not enough to ensure just outcomes. 

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HOW MENTORSHIP PROGRAMS BENEFIT EMPLOYERS AND EMPLOYEES

Exceptional Advisor Podcast

Jean Heath, CIMA®, managing director, head of asset manager network at Envestnet, Inc., and Kellan Brown, vice president strategic partnerships at Finance of America Reverse discuss the benefits of a mentorship program for employers, employees, and college students; the steps involved in implementing a mentorship program; and the role technology is playing in creating data-driven mentorship programs.

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Washington Insights

SEC RELEASES 2024 EXAM PRIORITIES FOR INVESTMENT ADVISERS 

From Washington Insights, November 2023

Washington Insights reviews reviews the Securities and Exchange Commission’s recently released exam priorities by the Division of Examinations.

Read at Washington Insights


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