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Spotlight News



ALLOCATING TO PRIVATE MARKETS (Video)

Sponsored by Macquarie Asset Management

This video explores allocating to private markets and from which part of a liquid portfolio you should be funding that allocation.

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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



AFTER COVID-19: RETIREMENT AND FINANCIAL PLANNING ISSUES ACROSS GENERATIONS     

From the Investments & Wealth Monitor

COVID-19 did not change the need for retirement and financial security, but it did change many people’s financial situations and create greater awareness of financial security issues.

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WHAT’S AHEAD FOR THE U.S. ECONOMY IN 2022    

From Knowledge@Wharton

IWI Executive Education Partner

Stock prices will keep climbing this year but slow their pace, and interest rate increases are overdue, says Wharton’s Jeremy Siegel.

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DEFEASING RETIREMENT: A NEW APPROACH TO RETIREMENT ASSET ALLOCATION     

From the Investments & Wealth Monitor

Matching asset classes to expected identified cash flows is an alternative methodology for determining an appropriate retirement asset allocation and rebalancing strategy.

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WHEN GREEN INVESTMENTS PAY OFF  
 

From Chicago Booth Review

IWI Executive Education Partner

In building a portfolio, sustainability is no longer a luxury good. But it’s not a slam dunk either.

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PORTFOLIOS FOR LONG-TERM INVESTORS 
     

Research of Interest

How should long-term investors form portfolios in our time-varying, multi-factor and friction-filled world? Two conceptual frameworks may help.

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LIMITATIONS OF MONTE CARLO ANALYSIS   

From the Investments & Wealth Monitor

Three industry leaders discuss the limitations of Monte Carlo analysis.

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Online Education and Podcasts


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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BEST OF INVESTMENT ADVISOR FORUM

On-Demand Recording

This year’s “best of” bundle features the best of the best – investment advisors, portfolio managers, institutional consultants, industry experts, and Ivy League academics – and learn what works (and what doesn’t work) when navigating the evolution of investment management.

5 Hours of CE Credit.

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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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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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10 QUESTIONS IN 60 MINUTES: HOW CONVENTIONAL THINKING HAS CHANGED ON CRYPTO

On-Demand Recording

In this 60-minute webinar, Bitwise's Chief Investment Officer, Matt Hougan, will be joined by moderator Ricky McRoskey, Bitwise’s Head of Content Marketing, to tackle 10 of the biggest crypto questions on investors’ minds and to offer practical wisdom for navigating one of today’s most compelling markets.

1 Hour of CE Credit.

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INVESTMENT MANAGEMENT ESSENTIALS  

Online Course

Created by expert practitioners, this 15.5-hour self-paced course puts you in the shoes of an investment management professional working with individual or institutional clients. It provides an actionable, defensible framework for the investment consulting process, but it is suitable for any finance professional looking to have easier, more productive conversations with colleagues, prospects, and clients in the investment workplace.

15.5 Hours of CE Credit.

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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.


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