Private Wealth Center

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Spotlight News

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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Articles and White Papers

EVERYTHING YOU NEED TO KNOW ABOUT INVESTING

From the Investments & Wealth Monitor

The act of investing almost always has a purpose, a goal. However, all too often, investors fail to do what’s necessary to increase the probability of reaching their goals. The causes range from too little investment literacy, disadvantaged (emotionally biased) decision-making, and poor planning. Vast resources are available to help, but numerous hurdles stand in the way. The abundance of resources causes confusion and worry about which to trust. Written resources may not be read, understood, or retained, and trained resources possess the very same decision-making challenges that average investors have. Average investors need a simple, effective guide that can help them understand how their goals, the path toward those goals, and the choices they make along the way help or hinder the probability of success. 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

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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INSURANCE DEDICATED FUNDS: HOW TO BEAT PERFORMANCE DRAG

From the Investments & Wealth Monitor

Fiduciary advisors to decamillionaires ($10 million+) and ultra-high-net-worth individuals or households ($30 million+) should have a macro view of clients’ balance sheets and use a multidisciplinary approach to address all the goals of each client simultaneously. Fiduciaries should not view clients’ specific goals in isolation, as if the goals were in silos. Advisors should consider investment income and capital gains, income taxation, asset security and preservation of purchasing power, philanthropy, and intergenerational wealth transfers in unison to achieve optimal client outcomes. This article explores the utility and potential use of an insurance dedicated fund as an essential yet underutilized investment vehicle to improve portfolios’ overall tax-efficiency.

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IMPACT INVESTING IN FOCUS

From the Investments & Wealth Monitor

Impact investing has become a vibrant option for high-net-worth investors seeking to align their portfolios and their values. The combination of this growing opportunity set and burgeoning investor interest in sustainability has set the stage for the rise of impact investing, a segment within the sustainable investing universe that seeks to generate a measurable social and environmental impact alongside a market-rate investment return.

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THE AFTER-TAX ADVISOR

From the Investments & Wealth Monitor

Taxes impact clients' ability to achieve financial goals. Opportunities to reduce taxes are available year-round, and forward-thinking advisors can help clients capitalize on them.

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ESTATE PLANNING FOR 2020 AND BEYOND

From the Investments & Wealth Monitor

Estate, gift, and generation-skipping transfer tax exemptions provide rare opportunities to benefit heirs and shelter family wealth from taxes.

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THE EVOLUTION OF DONOR-ADVISED FUNDS AND WHAT'S NEXT

From the Investments & Wealth Monitor

A look at the fastest-growing giving vehicles and four trends to watch in the new decade.

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Institute Blog: Investment Sense


Professional Development

ACE ACADEMY 2021 STARTS SOON

ACE Academy
April 26-27
Livestream + On-Demand

Don't miss out on ACE Academy, April 26-27. With 30 premier-quality, audit-proof CE hours, you can knock out a year's worth of CE in one stellar event. Featuring speakers from Harvard, Yale, Princeton, Brown, Stanford, MIT, Wharton, Chicago Booth, and more, the Academic All-Star line up includes 2 Nobel Prize winners, 2 NYT bestsellers, 4 Ivy League professors, 12 PhDs, 2 global economists, and many more.

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THE FUTURE OF EMERGING MARKETS & THE GROWING DIGITAL REVOLUTION

ACE Academy
On-Demand Session

Kevin Carter

Kevin Carter
Founder and CIO, EMQQ

With the internet becoming increasingly affordable and accessible, billions of people in the developing world are now leapfrogging traditional consumption patterns and starting to consume online for the first time. The result of this rising middle-class consumer wave has transformed economies and produced new internet giants equal to or larger than their U.S. counterparts. Kevin Carter will delve into the greater influence of this new consumer wave and the fundamental changes taking place in developing economies, their preference for online shopping via the smartphone, and how Gen Z will drive the next leg of this growing digital revolution.

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VALUE OF CIMA®AND CPWA® CERTIFICATIONS

Research Report

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Institute Announcements

  • Exceptional Advisor Week Is April 26-May 2

    Exceptional Advisor Week brings the value of executive education into focus and affords individuals opportunities to pursue long-term goals that will have an impact on communities for years to come. Throughout the week we will be featuring a variety of ways for you to learn how to differentiate yourself and be an Exceptional ...
  • Latest Episode of the Exceptional Advisor Podcast Focuses on the Future of Sustainable Investing

    Robert Powell, the editor of Retirement Daily at The Street, interviews William "Bill" Burckart, co-founder, president, and chief operating officer at The Investment Integration Project (TIIP), and Bob Dannhauser, CFA®, FRM, CAIA®, senior advisor at TIIP and previously head of global private wealth management ...
  • ACE Academy Set to Elevate Advisor Expectations and Take the Virtual Learning Environment by Storm

    On April 26–27, 2021, ACE Academy will bring together highly accomplished and highly sought-after all-stars such as Nobel Laureates Robert Merton, PhD, from MIT and Sir Angus Deaton from Princeton University. The program also features global economist Dambisa Moyo, PhD, and Raghuram Rajan, PhD, Professor ...

Institute Events


Online Education and Podcasts

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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FINDING GROWTH IN A SLOW-GROWTH WORLD

On-Demand Recording

Despite the COVID-19 outbreak and its impact on the economy, there are still companies with substantial longer-term growth prospects throughout the world. This recording discusses the current backdrop for international equities, how indexes can potentially skew impressions of non-U.S. markets, how global consumer behaviors are changing and provides examples of industries where growth opportunities may exist.

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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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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REGIME CHANGES THAT CAN LEAD TO VALUE OVERTAKING GROWTH

Exceptional Advisor Podcast

Matthew D. Miskin, CFA®, co-chief investment strategist at John Hancock Investment Management, discusses the trend toward passive investing and various asset classes.

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RETIREMENT GAME-CHANGERS

Exceptional Advisor Podcast

For more than 40 years, Steve Vernon, FSA, has analyzed, researched, and communicated about the most difficult retirement topics, including finances, health, and lifestyle. In this podcast, he discusses his book that helps clients approaching retirement make smart choices about finances, health, and lifestyle.

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WEALTH PLANNING FOR MODERN FAMILIES

On-Demand Recording

As family structures have changed, so have the ways in which families build and grow wealth over lifetimes and generations. There is a need for fresh thinking when it comes to wealth planning and preserving family legacy. Join Angie O'Leary as she explains why it's time to rethink the vertical transfer and basic wills and begin implementing planning strategies for modern families.

1 Hour of CE Credit.

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PRIVATE WEALTH ESSENTIALS

Course

This self-paced course focuses on the specific needs of high-net-worth (HNW) clients in five core areas: tax strategies, portfolio management, asset protection and risk management, charitable giving, and estate planning. Each of these areas is examined in conjunction with the needs of three different HNW client profiles: the executive, the closely held business owner, and the retirement client.

14.5 Hours of CE Credit.

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