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TAX EFFICIENT DRAWDOWN STRATEGIES FOR INVESTMENT ADVISORS         

Exceptional Advisor Podcast

Schyler Adams, a representative from Allianz Life Insurance, joins Robert Powell for a thought-provoking conversation exploring the interplay between fintech and annuities in the realm of financial planning.

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2023 TAX SUMMARY                    

Sponsored by Allianz Life Insurance Company of North America

See what’s new. See what’s changed. One of Allianz’s most popular client-approved marketing pieces can help get your year started and support building your business.

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VISUALIZING FDIC AND NCUA INSURANCE COVERAGE    

From the Investments & Wealth Institute

This visual illustrates several examples of how depositor accounts are protected at FDIC insured banks and NCUA insured credit unions. Single ownership accounts, joint ownership accounts, certain retirement accounts, business accounts, and revocable trust accounts are highlighted in this one-page visual resource.

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THE BRAVE NEW WORLD OF CENTRAL BANK DIGITAL CURRENCIES  

From the Investments & Wealth Monitor

Our monetary system is being disrupted by cryptocurrencies. Governments are responding with regulations and crypto-like updates to their own currencies.

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Wealth



HOW CLIENTS ARE FUNDING THEIR DONOR-ADVISED FUND PHILANTHROPY: 61% OF CONTRIBUTIONS ARE NON-CASH ASSETS 

From the Investments & Wealth Monitor

A new report from National Philanthropic Trust highlights that more than half of contributions to its donor-advised funds comes from non-cash assets. 

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PRIVATE REAL ESTATE: UNLOCKING OPPORTUNITY BEYOND STOCKS AND BONDS 

From the Investments & Wealth Monitor

Private real estate features diverse opportunities and may contribute attractive income, solid risk-adjusted returns, and effective diversification to traditional stock-and-bond portfolios. 

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Retirement



LONGEVITY RISK (PART 2): A DISCUSSION WITH WADE PFAU, PHD, CFA®, RICP®; MOE ALLAIN, RMA®, CPWA®, AAMS®; AND ROBERT POWELL, CFP®, RMA®                        

From the Investments & Wealth Monitor

The discussion includes variable and registered index-linked annuities, risk-wrap strategies, flooring, longevity insurance, and longevity risk. 

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THE VITAL SIGNS OF RETIREMENT INCOME                              

From the Retirement Management Journal

This paper explains why managing the negative momentum created by market losses and withdrawals is the essence of successful retirement-income management. 

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RIA



HOW ADVISORS CAN MITIGATE BEHAVIORAL BIASES                    

Exceptional Advisor Podcast

Clare Flynn Levy, the founder and CEO of Essentia Analytics.com, discusses how advisors can mitigate their own behavioral biases, and help their clients mitigate their behavioral biases as well.

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WHAT TO EXPECT FROM DIVIDED GOVERNMENT: SPLIT CONGRESS MAY LIMIT FISCAL POLICY, COULD BE GOOD FOR MARKETS  

From the Investments & Wealth Monitor

What does a split Congress mean for U.S. economic policy?

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Thrive (Diversity, Equity, and Inclusion)



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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DESIREE MALDONADO: FIRST CPWA® CERTIFICANT IN PUERTO RICO

From the Investments & Wealth Monitor

Investments & Wealth Monitor celebrates our female and minority advisors with a profile of Desiree Maldonado.

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Washington Insights

SEC EXAMINATION PRIORITIES FOR 2023, PLUS A LOOK AT COMPLIANCE TRENDS          

From Washington Insights, March 2023

Washington Insights reviews the Securities and Exchange Commission’s examination priorities for 2023 and key trends over the years.

Read at Washington Insights


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