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Spotlight News



T
HE FUTURE OF WEALTH MANAGEMENT

From the Investments & Wealth Monitor

Wealth advisors will need to anticipate changes and adapt their practices to respond to the every-changing wealth management landscape and meet clients’ goals.

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WEALTH MANAGERS' HIDDEN LEAD OVER ROBINHOOD    

From the Investments & Wealth Monitor

Evidence suggests that wealth managers needn’t be worried about their target audience shifting to Robinhood, but they should focus on behavior, life-stage, and securing clients’ financial futures.

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Articles and White Papers

THE EVOLVING NEEDS OF AFFLUENT AND AGING CLIENT SETS

From Investments & Wealth Research

Affluent investors, high-net-worth (HNW) investors, and ultra high-net-worth (UHNW) households have grown their share of investor assets steadily over the past decade. Simultaneously, the industry is being forced to evolve as large shares of both its client base and advisors are aging. Advisors seeking to address the challenges and opportunities that come with these developments must exercise self-awareness and thoughtful long-term planning.

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FOUR STEPS FOR HAVING DIFFICULT CONVERSATIONS WITH CLIENTS 

Sponsored by Orion Advisor Solutions

During times of uncertainty or conflict it can be challenging to have difficult conversation with clients while also strengthening the relationship. This four-step guide, developed to help give clients advice in a way that influences behavior change, will prepare you to navigate those difficult conversations.

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FINANCIAL ADVISOR FEE TRENDS AND THE FEE COMPRESSION MIRAGE   

From the Investments & Wealth Monitor

Research on financial advisor pricing models has provided insights into how much advisors are charging and the types of  pricing options offered.

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CRYPTOASSETS: THE GUIDE TO BITCOIN, BLOCKCHAIN, AND CRYPTOCURRENCY FOR INVESTMENT PROFESSIONALS   

From the CFA Institute Research Foundation, Sponsored by Bitwise

This report provides the inquisitive investor with a clear-eyed guide to crypto and blockchain: what they are, what they are not, and where they might go from here.

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WEALTH AND INSURANCE CHOICES: EVIDENCE FROM U.S. HOUSEHOLDS      

Research of Interest

Theoretically, wealthier people should buy less insurance, and should self-insure through saving instead, as insurance entails monitoring costs. Here, we use administrative data for 63,000 individuals and, contrary to theory, find that the wealthier have better life and property insurance coverage.

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HOW SPACs DESTROY INVESTOR WEALTH   

From the Investments & Wealth Monitor

Special-purpose acquisition companies (SPACs) have become popular with investors, but advisors should understand they are risky, difficult-to-analyze, and have high embedded fees and a lack of transparency; they also have come under regulatory scrutiny.

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Latest Discussions

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WHAT RISING INFLATION MEANS FOR STOCK INVESTORS 

From Knowledge@Wharton

IWI Executive Education Partner

Familiar hedging options like commodities are no longer safe havens against core inflation, according to new research co-authored by Wharton’s Nikolai Roussanov.

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CUSTOM INDEXING: THE NEXT EVOLUTION OF INDEX INVESTING 

From the Investments & Wealth Monitor

Custom indexing is a technology, and technology often removes barriers. Custom indexing offers the benefits of its predecessors—low cost and tax friendliness—and layers in significant new benefits.

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A NEW DECADE FOR HEDGE FUNDS

From the Investments & Wealth Monitor

Hedge funds can play an important and diversifying role in investors’ portfolios. Carefully selected top-tier managers can generate strong returns and positive alpha for investors.

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WHAT YOU NEED TO KNOW ABOUT COMMODITY FUNDS

From the Investments & Wealth Monitor

Commodities can play an essential role in hedging traditional portfolios against rising inflation and rising commodity prices.

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BITCOIN: AN ASSET ALLOCATOR'S PERSPECTIVE 

From the Investments & Wealth Monitor

This article addresses bitcoin’s historical results, its relationship with other major asset classes, and how its inclusion in a portfolio may impact risk, return, and expected outcomes.

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WHAT IS GLOBAL LISTED INFRASTRUCTURE?

From the Investments & Wealth Monitor

Infrastructure has emerged as a differentiated asset class; sustainable global listed infrastructure helps address critical financing issues and provides investors with unique attributes for diversification and income needs.

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Institute Blog: Investment Sense


Professional Development




Institute Announcements

  • First Annual Wealth Week Focuses on Helping Advisors Meet the Unique Needs of High-Net-Worth Clients

    The Investments & Wealth Institute understands the challenges advisors face daily when it comes to adding value for clients. To help combat those challenges, next week, the Institute kicks off the first annual Wealth Week, September 13-19, 2021. Focused on assisting advisors learn new ways to address the unique needs of high-net-worth ...
  • The Premier Private Wealth Conference, Wealth Advisor Forum is Back September 13-14, 2021

    Wealth management professionals will learn the latest investment, tax, estate planning, charitable contribution, and next-generation strategies for their high-net-worth and ultra-high-net clients at Investments & Wealth Institute's 2021 Wealth Advisor Forum, September 13-14, 2021, in Chicago, IL. Attendees ...
  • Institute Announces 100-Day Scholarship Giveaway to Support Women in the Financial Services Industry

    The Investments & Wealth Institute recently announced a new 100-Day Women in Wealth Scholarship Giveaway. Despite recent strides, it’s no secret that the financial services industry is very male dominated.  To help women excel, thrive and expand their representation in the industry, the Institute will award 100 Women in Wealth a certification-based ...


Online Education and Podcasts

BEST OF ACE ACADEMY

On-Demand Recording

This year’s 2021 ACE Academy conference brought together Nobel prize winners, New York Times bestsellers, and academic all-stars from Harvard, Yale, Stanford, Wharton, MIT and Chicago Booth for an unforgettable 2-day event – but, you don’t have to miss out!

4.5 Hours of CE Credit.

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WHAT YOU NEED TO KNOW ABOUT COVID-19 & THE GLOBAL RECOVERY 

On-Demand Recording

What are the latest COVID-19 developments? How is it looking for the global economy? In this timely, informative talk, Dr. Ashish Jha, Dean of the Brown University School of Public Health, and Jared Franz, Capital Group economist, discuss COVID-19 and the recovery.

1 Hour of CE Credit.

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WHAT WE LEARN FROM LOSS W/ RABBI STEVE LEDER

Exceptional Advisor Podcast

Robert Powell, the editor of Retirement Daily at The Street, interviews Rabbi Steve Leder, senior rabbi of Wilshire Boulevard Temple in Los Angeles, on his new book, The Beauty of What Remains; How Our Greatest Fear Becomes Our Greatest Gift. This episode explores what can be learned from loss and some important questions around the tough topic of death—grief, legacy, and the beauty of what remains.

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THE FUTURE OF WEALTH MANAGEMENT

On-Demand Recording

Today’s society has experienced a rapid transformation over the last ten years, and likely will see even more changes over the next decade, fueled by the impact of a global pandemic, product evolution, and technological advancements. In this session, Tony Davidow will explore some of the key client facing trends that are shaping the wealth management industry.  Join this discussion and you’ll get an expert perspective on  the latest wealth topics. You’ll walk away with actionable ideas to help clients prepare for the recovering phase of COVID-19.

1 Hour of CE Credit.

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LIFE HAPPENS, PLANS CHANGE: THE IMPORTANCE OF TRANSITIONAL PLANNING W/ SUSAN BRADLEY, CFP® , CEFT®  AND ROSS MARINO, CFP® , CEFT®

Exceptional Advisor Podcast

Robert Powell, the editor of Retirement Daily at The Street, interviews Susan Bradley, CFP® , CeFT® , and Ross Marino, CFP® , CeFT® , on their new book Shaping Change: How To Respond When Life Disrupts Your Retirement Plan. This episode explores transition planning and how advisors can better serve clients when life takes unexpected turns.

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FAMILY LOVE LETTER: INTERGENERATIONAL WEALTH TRANSFER

On-Demand Recording

The Family Love Letter provides a convenient manner to communicate the important information needed in case of incapacitation or death to family members. It also allows individuals to memorialize clear instructions as to how assets, benefits, final wishes, and intents are to be carried out. The Family Love Letter is not a legal document or substitute for estate planning, but it can function as a supplement to any good planning and a source of great comfort to loved ones in a time of stress and confusion.

1 Hour of CE Credit.

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REIMAGINE: RESPONDING TO THREATS AND MINIMIZING DISRUPTION

On-Demand Recording

Before COVID, America was a deeply divided society. Today, COVID has deepened and accelerated many of those divides. More important than inequalities in income and wealth, which had not changed much between the Great Recession and the pandemic, are inequalities of respect, esteem, and political representation. There is a level of anger that is likely to spill over into demands for regulation of the industry, especially Big Tech, and perhaps of markets themselves.

1 Hour of CE Credit.

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BEHAVIORAL FINANCE IN INVESTING: THE EXISTENCE AND IMPORTANCE OF ‘INVESTMENT TRIBES’ AND RISK-PREFERENCE DIVERSITY W/ SID MURALIDHAR AND ARUN MURALIDHAR, PH.D. 

Exceptional Advisor Podcast

Robert Powell, the editor of Retirement Daily at The Street, interviews Sid Muralidhar and Arun Muralidhar, Ph.D. on their award-winning article Behavioral Finance in Investing: The Existence and Importance of ‘Investment Tribes’ and Risk-Preference Diversity. This episode explores the implications of investment tribes and how advisors can apply these research findings to improve client outcomes.

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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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