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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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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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EMBRACING COMPLEXITY AND ILLIQUIDITY: THE POWER OF ALTERNATIVES IN TODAY’S ENVIRONMENT         

From the Investments & Wealth Monitor

Many advisors continue to avoid alternative investment products, often at the expense of improving the risk characteristics and performance of clients’ portfolios.

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BUILDING BETTER PORTFOLIOS WITH ALTERNATIVE INVESTMENTS: A GOALS-BASED FRAMEWORK        

From the Investments & Wealth Monitor

With the democratization of alternative investments, advisors can now include a broader array of asset classes to achieve client goals.

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Wealth

FINE WINE: AN ALTERNATIVE ASSET FOR ALL SEASONS         

From the Investments & Wealth Monitor

Investments in fine wine delivered strong returns in 2022, demonstrating its capabilities as a non-correlating alternative asset.

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ART FOR THE PORTFOLIO: A CENTURIES-OLD $1.7-TRILLION ASSET CLASS, NOW ACCESSIBLE        

From the Investments & Wealth Monitor

The securitization and fractionalization of artwork has lowered the access hurdle to this alternative asset class.

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Retirement

AN ALTERNATIVE APPROACH TO RETIREMENT INVESTING: FRAMING THE ROLE OF ALTERNATIVE INVESTMENTS IN THE RETIREMENT ALLOCATION 

From the Investments & Wealth Monitor

Optimally balancing the liquidity and return characteristics of alternative investments with retirement allocation goals can improve outcomes for investors who are near or in retirement. 

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HOW DO YOU KNOW IF YOU ARE SAVING ENOUGH FOR RETIREMENT? RETIREMENT PLANNING TOOLS       

From the Investments & Wealth Monitor

This guide explains how different retirement planning tools are used to estimate how much money clients should be saving to be reasonably assured of meeting retirement spending needs.

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RIA


THE IMPORTANCE OF DIVERSE PERSPECTIVES IN TEAMWORK 

Exceptional Advisor Podcast

Content creator Shane Snow discusses the importance of diverse perspectives in teamwork. He shares insights from his book Dream Teams, which explores how cognitive diversity can lead to better decision-making and innovation.

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WHY DO PEOPLE HIRE THEIR FINANCIAL ADVISOR? 

Exceptional Advisor Podcast

Danielle Labotka, a behavioral scientist with Morningstar, and Samantha Lamas, a senior behavioral researcher with Morningstar, discuss their latest research, "Why Do People Hire Their Financial Advisors?," which points to the importance of addressing a client’s emotional needs during your initial conversations. According to their research, how you explain your services can have an impact on a person’s hiring decision. 

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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

ONE YEAR LATER, WAVE OF BLACKROCK TARGET-DATE FUND LAWSUITS FLOUNDER 

From Washington Insights, September 2023

Washington Insights reviews a series of class actions filed a year ago for alleged violations of the Employee Retirement Income Security Act against retirement plan fiduciaries holding low-cost BlackRock target-date funds.

Read at Washington Insights


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