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



ADVANCED MARKETS: Q&A REFERENCE BOOK                   

Sponsored by Allianz Life Insurance Company of North America

Good news—your clients’ complex questions have already been answered. The Allianz Advanced Markets Reference Book contains answers to many of the complex questions your clients may ask. It covers topics related to contract structure, qualified retirement plans, taxation, and estate planning strategies.

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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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CRYPTO, ALTERNATIVES AND BEYOND – MAKING SENSE OF AN ALTERNATIVE REALITY IN 2023     

On-Demand Recording

According to the World Economic Forum, 10 percent of global GDP will assemble into cryptographic assets in the coming decade, encompassing a total value of $10 trillion. In other words, investors are constantly looking for new ways to increase returns and diversify assets in our ever-evolving world. In this webinar, we will discuss the world of alternative investments like cryptographic assets and more.

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BITCOIN’S POTENTIAL ROLE IN AN INSTITUTIONAL PORTFOLIO     

From the Investments & Wealth Monitor

Used properly, bitcoin may play a valuable role in diversified portfolios. Investors should consider three key factors when making a bitcoin allocation: time frame, rebalancing strategy, and position size.

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Wealth


WHO IS FUELING AMERICA’S DEBT BINGE? 

From Chicago Booth Review, IWI Executive Education Partner

Total household debt in the United States is in the neighborhood of $17 trillion, according to the Federal Reserve Bank of New York. Who’s funding that debt? One theory is that ultrawealthy Americans are, through their excess savings, and that the result is a destabilizing cycle of inequality. 

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BEST OF WEALTH 

On-Demand Bundle

Discover from the best of the best—wealth advisors, estate attorneys, tax advisors, family governance experts, and leading academics—and learn what works (and what doesn’t work) when navigating the complexities of concentrated wealth.

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Retirement


A FIRESIDE CHAT ABOUT RETIREMENT, INVESTMENTS, AND BEHAVIORAL FINANCE 

Exceptional Advisor Podcast

Listen to an exclusive fireside chat with Robert Powell from the esteemed Investments & Wealth Forum in Scottsdale, AZ. Delve into a captivating conversation centered around the dynamic realms of retirement, investments, and behavioral finance. 

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SHOULD WE WORRY THAT THE SOCIAL SECURITY TRUST FUNDS ARE GOING BUST?                       

From Chicago Booth Review, IWI Executive Education Partner

The United States’s Social Security trust funds are set to run out in a few years, according to the Congressional Budget Office (CBO). The CBO projects that following current trajectories for revenue and outlays, the trust funds will hit zero in 2033. Should we care? 

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RIA


WHY CHATGPT IS NO THREAT TO REAL ADVISORS 

From Kitces.com

The emergence of powerful Artificial Intelligence systems, such as ChatGPT, has raised fresh questions about the future of human-provided financial advice. 

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2022: MARKETS IN TURMOIL  

From the Investments & Wealth Monitor

Proactive advisors have coached clients for times like these. Cerulli Associates’ conversations with advisors revealed more stay-the-course attitude than panic about volatility and market correction.

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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

DEBT CEILING DÉJÀ VU: WILL 2023 REPEAT 2011 MARKET VOLATILITY?          

From Washington Insights, May 2023

Washington Insights reviews the last time Congress deadlocked on the debt ceiling in 2011, and what the implications are for today’s impasse.

Read at Washington Insights


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