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Spotlight News



SOLUTIONS TO EMERGING TAX PROBLEMS IN RETIREMENT W/WALDEAN WALL            

Exceptional Advisor Podcast

Waldean Wall, Vice President, Advanced Markets and Solutions, Allianz Life Insurance Company of North America, discusses three emerging tax problems in retirement and possible solutions, including Roth conversions, life insurance, split beneficiaries, charitable giving, and charitable trusts.

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2022 CLIENT RESEARCH: THE EVOLUTION CONTINUES—GLOBAL UNCERTAINTY AND DEMOGRAPHIC SHIFTS ARE CHANGING CLIENT EXPERIENCE              

From Investments & Wealth Research

Each year Investments & Wealth Institute and Absolute Engagement survey clients to gather insights that support exceptional advisors. This article reports on findings of the 2022 survey.

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Articles and White Papers



WHY ESG MATTERS           

From the Investments & Wealth Monitor

Advisors need to familiarize themselves with the origins and complexities of ESG investing—and be ready to discuss with clients. 

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THE GREAT REPRICING: FINANCIAL ADVICE IN THE AGE OF CLIMATE CHANGE             

From the Investments & Wealth Monitor

Widespread incorporation of climate risks in valuation processes ultimately will usher in a great repricing across all regions and asset classes.

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CHARITABLE GIVING: REALIZING YOUR VISION FOR A BETTER WORLD           

Sponsored by RBC Wealth Management

This Wealth Insights report is a practical guide to help clients think comprehensively about their giving plan and identify actionable steps they can take to fulfill their philanthropic goals.

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DIRECT INDEXING: THE DEMOCRATIZATION OF CUSTOMIZED PORTFOLIO MANAGEMENT            

From the Investments & Wealth Monitor

Customized portfolio management through direct indexing will become a key trend and will have implications for all investment industry players.

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ALL INVESTING HAS IMPACT: VALUING IMPACT RISK, BUILDING A BETTER WORLD, AND MAKING MONEY ALONG THE WAY         

From the Investments & Wealth Monitor

Nomenclature and strategy may vary, but purpose is the unifying principle that makes investment impact a part of decision-making.

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ESG AND SUSTAINABLE INVESTING: A DISCUSSION WITH DAVID CALLAWAY AND ROBERT POWELL, CFP®          

From the Investments & Wealth Monitor

Two industry leaders discuss investors’ understanding of ESG and sustainable investing, how to accelerate advisor and client education in this area, and how advisors can differentiate themselves through ESG.

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Latest Discussions

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Online Education and Podcasts


THE FUTURE OF MONEY W/LILAH RAYNOR           

Exceptional Advisor Podcast

Lilah Raynor, the founder and CEO of Logica Research, describes the key findings from Logica's most recent Future of Money Study on the way Gen Z, Millennials, Gen X, and Boomers make, spend, and manage money. Plus, Raynor provides actionable advice to financial advisors based on the results of Logica's research.

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THE TRUTH ABOUT CRYPTO W/MATT HOUGAN          

Exceptional Advisor Podcast

Matt Hougan, the Chief Investment Officer of Bitwise, talks about crypto, non-fungible tokens, and the best way for advisors to incorporate cryptocurrency into their client’s portfolios.

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EXPLORING THE MILLENNIAL MINDSET   

On-Demand Recording

Millennials have surpassed baby boomers as the nation’s largest generation, numbering 72 million, and stand poised to inherit $70 trillion from their parents. Yet, some of these Millennials have already achieved a level of wealth—and wealth complexity—that requires advice and guidance from a professional.

Premier CE: 1 credit for CIMA®, CPWA®, and RMA® certifications.

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THE TRUST MANDATE      

Exceptional Advisor Podcast

Herman Brodie, the founding director of Prospecta Limited and author of The Trust Mandate, discusses how investment advisors can build trust with their clients and how investment advisors can address two key behavioral issues of great concern to their retired and soon-to-be-retired clients. 

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INTENTIONAL WEALTH: HOW FAMILIES BUILD LEGACIES OF STEWARDSHIP AND FINANCIAL HEALTH    

On-Demand Recording

COVID-19 has brought its share of pain, loss, and heartache along with a new awareness of health, well-being, and the necessity for long term planning for families. This awareness has the potential to create opportunities and a demand for advisors who have the skills to manage such transitions and complexities. In this workshop, we will discuss how to meet families where they are and ultimately what they are looking for.

1 Hour of CE Credit.

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TAX PLANNING FOR HIGH-NET-WORTH INDIVIDUALS   

On-Demand Recording

With multiple proposed law changes aimed at increasing taxes on high-net-worth individuals, what do we advise our clients? What is likely to become law? Hear the scoop on planning opportunities and pitfalls facing high-net-worth individuals. 

1 Hour of  CE Credit.

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Blogs



SEC PROPOSES ESG DISCLOSURES IN FORM ADV    

From Washington Insights, August 2022

Washington Insights reviews a proposed rule by the Securities & Exchange Commission requiring specific disclosures by registered investment advisers and investment companies if they offer environmental, social, and governance strategies as part of their investment management services.

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 – Toronto Registration Now Open

    The Investments & Wealth Institute will be hosting an intensive one-day event on October 3 in Toronto, ON. The Investments & Wealth Forum – Toronto, Facilitating Behavioural Change, will feature leading academics, practitioner consultants and a Women in Wealth panel. Financial professionals are invited ...
  • Mackenzie Investments Becomes First North American Cohort to Participate in Private Markets Course

    The Investments & Wealth Institute today announced that Mackenzie Investments, one of Canada’s leading asset managers, has become the first financial services cohort in North America to officially participate in their new Private Markets for Advisors training course, launched in May 2022.
  • Investments & Wealth Institute Earns Prestigious ANAB Accreditation for CPWA® Certification

    The premier professional association, education provider and standards body for financial advisors, the Investments & Wealth Institute, announced that its Certified Private Wealth Advisor® (CPWA®) certification, the advanced certification for advisors who serve high-net-worth clients, has met all personnel certification requirements ...

Institute Events


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