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Spotlight News



EMERGING MARKETS FACE A TREACHEROUS TRANSITION: CHINA IS THE LAST MAN STANDING

From the Investments & Wealth Monitor

Emerging markets face immense challenges. China’s challenge, however, is how to progress amid deglobalization and move from innovation to inventiveness.

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A PRACTICAL APPROACH TO BEHAVIORAL GUIDANCE

Exceptional Advisor Podcast

Robert Powell, the editor of Retirement Daily at The Street, interviews John Nersesian, CIMA®, CPWA®, CIS, CFP®, Head of Advisor Education, PIMCO, on providing behavioral guidance to clients and how advisors can best help their clients avoid costly mistakes.

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Articles and White Papers

INVESTMENT DATA COMPLIANCE: REVISED SEC GUIDELINES FOR 2021 AND BEYOND

From the Investments & Wealth Monitor

Revised SEC rules seek to replace four per se prohibitions with broad, principles-based guidelines that, regulators believe, will provide the necessary flexibility as technology and the industry continue to evolve.

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THE FUTURE OF FINANCIAL PLANNING IS INTELLIGENT: GOOD NEWS FOR ADVISORS

From the Investments & Wealth Monitor

Technology is disrupting advisors’ businesses, but it’s providing a clear path to establish value in clients’ lives. Artificial intelligence can make financial planning a better experience for you and your clients.

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TRENDS IN WEALTH AND ASSET MANAGEMENT

From the Investments & Wealth Monitor

An interview with T. Neil Bathon, founder and partner of FUSE Research Network.

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SMALLER, BIGGER, AND BETTER TRENDS IN THE BUSINESS OF FINANCIAL ADVICE

From the Investments & Wealth Monitor

Different types of firms appeal to different types of advisors and different types of investors. Firms need to be clear about the types of clients they wish to serve.

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ENGAGING CLIENTS IN THE 'NEW NORMAL'

From the Investments & Wealth Monitor

The past year has offered a crash course in the importance of technology and communication. Advisors should invest the most they can in technology and be proactive about client communication.

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CREATING AND COACHING A COHESIVE TEAM

From the Investments & Wealth Monitor

Helping team members achieve their professional and personal goals will pay dividends in client satisfaction, growth, and loyalty.


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COVID’S IMPACT ON GLOBAL MARKETS, LESSONS FOR ASSET MANAGERS

From Family Wealth Report

COVID-19 dramatically affected markets and proved to be a shock to systematic risk, according to Toby Moskowitz, professor of finance at the Yale School of Management, who spoke at the Investments & Wealth Institute’s ACE Academy conference.

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Latest Discussions

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INVESTMENT INSIGHTS: 2021 MARKET OUTLOOK

From the Investments & Wealth Monitor

A panel discussion with Todd Wagenberg, CIMA®; Scott Welch, CIMA®; and Brian Ullsperger, CIMA®, moderated by Tony Davidow, CIMA®.

Edited transcript from Investments & Wealth Institute Exceptional Advisor (EA) webinar, held December 17, 2020.

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ENVIRONMENTAL, SOCIAL, AND GOVERNANCE INVESTING: MYTHS VERSUS REALITY

2021 IWI Writing Award: Honorable Distinction, from the Investments & Wealth Monitor

Environmental, social, and governance investing is not a fad; it reflects the changing nature of capital markets in which nonfinancial factors are quantifiable drivers of return.

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LEADING ECONOMIST SAYS GLOBALIZATION IS ON THE WAY OUT

From Financial Advisor Magazine

During her ACE Academy 2021 keynote address, global economist and New York Times bestselling author, Dambisa Moyo, Ph.D., presented that after decades of globalization, the world will become more fragmented; countries and companies will begin to operate regionally, rather than worldwide; and industries will be restricted to economic “silos.”

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EVERYTHING YOU NEED TO KNOW ABOUT INVESTING

From the Investments & Wealth Monitor

This article uses variations on a basic graphic to help make sense of investment planning and the choices that invariably arrive over time.

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‘MAKING MONEY MORAL’: HOW NEW COLLABORATIONS ARE CHANGING CAPITALISM

From Knowledge@Wharton

IWI Executive Education Partner

Authors Judith Rodin and Saadia Madsbjerg explore a rapidly growing movement of bold innovators unlocking private-sector investments in new ways to solve global problems. They are attempting to tackle environmental challenges, social issues, poverty, and inequality, among others, reimagining capitalism in the process.

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NEW REPORT SHOWS THAT BUSINESS IS BOOMING FOR ESTATE PLANNERS

From WealthManagement.com

The latest edition of the annual CPA/Wealth Advisor Confidence Survey used to gauge advisor sentiment about their growth prospects shows that estate planners and planned giving officers are feeling very optimistic about their businesses.

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Institute Blog: Investment Sense


Professional Development

WEALTH MANAGEMENT ACCELERATOR PROGRAM

September 1 - December 8

Are you an accelerator? Spend the next three plus months propelling your career forward with the actionable tools and education you need to become a private wealth expert. This is for the advanced professional, the go-getter, the competitor. We have taken six months of premier content and practical instruction and consolidated it into a three plus month intense, focused timeline to empower you to earn your Certified Private Wealth Advisor® (CPWA®) certification in record time. Do you have the drive it takes to succeed? This program is limited to 50 accelerators so book your spot by August 25th. Complete your CPWA® certification from Sept. 1 to Dec. 8, 2021.

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Institute Announcements

  • Enroll By August 25 for the Wealth Management Accelerator Program

    Are you an accelerator? Spend the next three plus months propelling your career forward with the actionable tools and education you need to become a private wealth expert. This is for the advanced professional, the go-getter, the competitor. We have taken six months of premier content and practical instruction ...
  • Fall 100-Day Advisor Challenge Will Reward Challengers and Help Better Serve Retirement Clients

    In the increasingly competitive global market, the Investments & Wealth Institute issued a new fall 100-Day Advisor Challenge to ambitious professionals looking to push themselves and expand their skillset. The fall Advisor Challenge begins September 20, 2021, and will push Challengers to build strong retirement management ...
  • The Investments & Wealth Institute Brings the First Annual Diversity & Inclusion Week, June 14-20

    The Institute's Diversity & Inclusion Week, June 14-20, 2021, aims to accelerate & diversify the composition within the industry's highest levels, create cultures of inclusivity, and widen the pathways to senior-level leadership roles across the industry for those currently underrepresented.

Institute Events



Online Education and Podcasts

THE FUTURE OF ENERGY: EVOLUTION, DISRUPTION, AND REVOLUTION 

On-Demand Recording

What if? Why not? So what? These are just a few questions Peter Durante, Managing Director and Global Lead for Technology & Innovation for Macquarie Asset Management, and his team asks themselves as they are developing business-critical views on key technology themes to be shared. In this session, Peter will provide an overview of technological innovations of new processes and frameworks.

1 Hour of CE Credit.

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THE GLOBAL OUTLOOK: OPPORTUNITIES AND CHALLENGES

On-Demand Recording

Professor Raghuram Rajan, PhD will discuss the global economic outlook in the coming year and beyond, highlighting some of the areas of opportunity post-COVID, as well as some of the areas of concern. The discussion will focus on the United States, but also highlight issues in other parts of the world.

1 Hour of CE Credit.

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REGULATIONS THAT IMPACT ADVICE TO RETAIL INVESTORS

Exceptional Advisor Podcast

Robert Powell, the editor of Retirement Daily at The Street, interviews Duane Thompson, AIFA®, President, Potomac Strategies, LLC on the major changes to the Securities and Exchange Commission’s advertising and marketing requirements for registered investment advisers. They talk legislative updates and discuss Reg BI.

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REDEFINING A GLOBAL MARKETPLACE

On-Demand Recording

The state of people’s savings and retirement is one of the most serious investment challenges the world currently faces. For most clients, portfolios have consisted of stocks and bonds with nothing in between, forcing investors to take the body blows of the market, highlighted by the recent volatility from COVID-19. For the select few, however, alternative investments such as Structured Notes can provide downside investment protection against market declines, but they remain out of reach for 99 percent of the world. In this recording, Jason Barsema discusses the changes happening in this $3 trillion global market.

1 Hour of CE Credit.

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ALTERNATIVE YIELD FROM PRIVATE CREDIT

On-Demand Recording

Compelling to its core, alternative yield is an excellent option for income-oriented investors. Globally, yield is in high demand but has become increasingly risky to obtain. In alternative yield, investors can access a set of differentiated strategies that provide the dual utility of attractive risk-adjusted return and enhanced portfolio risk management.

1 Hour of CE Credit.

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RETHINKING TAXABLE INVESTMENT ADVICE FOR THE NEXT DECADE

On-Demand Recording

Eroding margins buffer the wealth industry from low-priced competitors, commonplace access to alternative investments, rock bottom expected returns from most fixed income, and much higher potential client tax bites. What can we advisors do to redefine our value proposition, to help clients rethink what it means to be a taxable investor, and to become more valuable than ever despite the headwinds? Stuart Lucas will discuss his new book, The Taxable Investor’s Manifesto, and new opportunities to redefine what good investment advice looks like.

1 Hour of CE Credit.

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MICHAEL KITCES ON HOW THE PANDEMIC WILL IMPACT THE FUTURE OF WEALTH MANAGEMENT

On-Demand Recording

Nobody has a stronger pulse on the financial advice industry than Michael Kitces. This session dives into the long-term ramifications of today’s current events, including the impact of government policy on wealth management and financial planning; how business models may shift (or not); adapting your practice for the future of virtual advice delivery and work-from-home wealth management, and the client communication issues in counseling clients through emerging retirement risks and behavioral finance challenges.

1 Hour of CE Credit.

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WEALTH ADVISOR FORUM

On-Demand Recording

Private wealth clients have unique needs, and advisors with advanced expertise and knowledge can add significant value for these clients by addressing those needs competently. While providing insight, effective strategies, and real-world tools, financial professionals will be able to distinguish themselves among those that serve high-net-worth and ultra-high-net-worth clients.

4 Hours of CE Credit.

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TAX ALPHA

On-Demand Recording

High-net-worth clients want much more than simple investment tax-efficiency. Gain enhanced VIP access to Steve Siegel, a faculty member for the CPWA® certification at the University of Chicago and Yale University, as he provides 2021 tax insight and actionable tax strategies for high-net-worth clients.

4 Hours of CE Credit.

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