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Spotlight News



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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NET UNREALIZED APPRECIATION: A RETIREMENT DISTRIBUTION STRATEGY TO REDUCE TAXES            

From the Investments & Wealth Monitor

Employer stock may be treated differently from other retirement plan account assets under the net unrealized appreciation election.

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Articles and White Papers


PERSPECTIVES ON PRIVATE WEALTH: A DISCUSSION WITH JEAN L. P. BRUNEL            

From the Investments & Wealth Monitor

Jean Brunel provides his thoughts about what’s on the minds of wealthy families today.

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WHY SO SERIOUS ABOUT RETIREMENT INCOME?           

From the Investments & Wealth Monitor

Advisors should create a more positive narrative for clients by articulating a plan for managing market losses, including adjustments to cash flow, and retirement-income success.

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BRIDGE THE GENERATION GAP: HOW TO HAVE A FAMILY WEALTH BRIEFING

From the Investments & Wealth Monitor

Advisors have the skills and are well positioned to help bridge the communications gaps among today’s very distinct generation.

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IF YOU GIVE ROLLOVER ADVICE TO IRA OWNERS, ACT NOW: THE COMPLIANCE DEADLINE HAS PASSED              

From the Investments & Wealth Monitor

Any fiduciary advisor who recommends that a client move assets from a plan to an individual retirement account risks engaging in a prohibited transaction if the advisor is paid as a result of the recommendation.

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HOW CAN WE CALCULATE THE U.S.’s GREATEST FORTUNES?

From Chicago Booth Review

IWI Executive Education Partner

Figuring out just how wealthy the ultrawealthy are is a tricky, and important, task.

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CRYPTOCURRENCIES AND DIGITAL ASSETS: VALUATION MODELS AND DUE DILIGENCE            

From the Investments & Wealth Monitor

The challenge for investors is to pick the relatively small number of today’s cryptoassets that will be among the next decade’s largest winners.

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Latest Discussions

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Online Education and Podcasts


CRITICAL ESTATE TAX LAW PLANNING CONVERSATIONS FOR YOUR MOST IMPORTANT CLIENTS    

On-Demand Recording

Steve Siegel shares key tax strategies, techniques, and tactics that every high-net-worth client expects their advisor to know.

1.5 Tax & Regulations credits for CIMA®, CPWA®, and RMA® certifications.

Learn more


THE FUTURE OF WEALTH MANAGEMENT W/STEPHEN M. HORAN, PHD, CFA®, CIPM
®, CAIA®              

Exceptional Advisor Podcast

Stephen Horan, a senior strategic advisor with the Investments & Wealth Institute, discusses what wealth management is, how it’s changing, and whether it will ever become a profession.

Listen to Part One

Listen to Part Two


DAFs VS. PRIVATE FOUNDATIONS    

On-Demand Recording

In advising high-net-worth and ultra-high-net-worth clients, there has long been a debate between the advantages and disadvantages of a family foundation versus donor advised funds. 

1 credit for CIMA®, CPWA®, and RMA® certifications.

Learn more


RISK PREFERENCES, PERSONALITY, AND INVESTOR PSYCHOLOGY    

On-Demand Recording

This session will focus on the familiar but incomplete notion of mood and attitude toward risk and risk aversion, in some sense the numeraire of wealth managementl. 

1.5 credits for CIMA®, CPWA®, and RMA® certifications.

Learn more


THE BASICS OF ESTATE PLANNING

Exceptional Advisor Podcast

Brendan Payne, JD, LLM, Vice President and Director of National Sales Consulting with Delaware Life Marketing, and Jeng Chiu, JD, CFP®, Vice President and Director of National Sales Consulting with Delaware Life Marketing, discuss key estate planning strategies, estate planning documents, estate taxes, and special estate planning circumstances.

Listen Now


INVESTMENTS & WEALTH FORUM—TORONTO 2022: FACILITATING SUSTAINABLE BEHAVIOURAL CHANGE   

On-Demand Recording

This recorded event brings together North American exceptional advisors, market game changers and financial experts to discuss facilitating sustainable behavioural change.

7.5 CE credit.

Learn more





Blogs



HOW THE MIDTERMS MAY (OR MAY NOT) IMPACT INVESTMENT ADVISORS    

From Washington Insights, November 2022

Washington Insights reviews the potential impact of the midterm elections on wealth managers, and by extension, a key part of the $100 trillion capital markets overseen by the Securities and Exchange Commission.

Read at Washington Insights

Institute Blog: Investment Sense

  • In retirement, there are at least nine risks that households will face. Those include systematic risks: including political (public policy and inflation) and business (market, issuer, income) and unsystematic risks: including behavioral (spending) and chance (household shocks, heath care and...
  • The past 18 months will be written about in the history books and taught in schools; movies will be made, and books written. In addition to our personal...
  • Protect, Live, Dream Odysseus, the Greek king of Ithaca, is best remembered for his arduous 10-year journey home after the Trojan War, as well as the Trojan Horse he used to gain surreptitious access to enemy...


Professional Development




Institute Announcements

  • Investments & Wealth Forum–New York City is the Event to Manage Portfolio Risk

    Registration is open for the educational event for elite advisors who want to learn about the latest tools, techniques and strategies being used to better protect clients from portfolio risk.
  • Global Uncertainty and Demographic Shifts are Changing the Client Experience

    The Investments & Wealth Institute’s 2022 Client Research shows that investor preferences, expectations about the future and engagement styles have changed and continue to change. The study, conducted by Absolute Engagement, has been published in partnership with the Institute annually since 2017 and asks clients to tell us what they need, want ...
  • Investments & Wealth Institute Names Michael Mastey as Director of Sales

    The Investments & Wealth Institute, announced today that it has named Michael Mastey as its director of sales. In this role, Mastey will lead the Institute’s sales strategy, business development initiatives and revenue generation.

Institute Events

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