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Spotlight News



DEFINING WEALTH MANAGEMENT: KNOWLEDGE AND SERVICE CAPABILITIES REQUIRED FOR TODAY’S FINANCIAL ADVISORY PRACTITIONERS AND WEALTH MANAGEMENT TEAMS          

From Investments & Wealth Research

The new report defines knowledge and skills required of professional wealth management practitioners and serves as a blueprint for teams and firms to deliver competent, ethical advisory services to the public.

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WOMEN OF WEALTH: UNHEARD FOR FAR TOO LONG       

From the Investments & Wealth Monitor

Women’s roles in wealthy families are changing. Women are accelerating their ascension to positions of power and influence as well as amassing significant wealth. 

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Articles and White Papers


ADJUSTING TO A CHANGING ECONOMY: WEALTH MANAGEMENT FIRMS EXPAND TECHNOLOGY FRONTIERS TO CAPTURE NEW-GENERATION INVESTORS          

From the Investments & Wealth Monitor

Geopolitical and macroenvironmental forces are driving changes in high-net-worth-individual status and behavior and shaking up wealth management industry dynamics.

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FINANCIAL PREFERENCES AND PRIORITIES BY DEMOGRAPHIC GROUP     

From the Investments & Wealth Monitor

An analysis of demographic groups and how they differ regarding financial well-being, attitudes, and life circumstances can open new opportunities for advisors.

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WEALTH IN THE TIME OF COVID: CONTEXT AND CONVERSATIONS FOR SUCCESSFUL TRANSITIONS         

From the Investments & Wealth Monitor

Emotions can be heightened during a crisis like the pandemic, so advisors need to be ready to help founders, families, and newly wealthy individuals focus on their relationships with people, planet, and community.

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WHY THE U.S. GOVERNMENT SHOULD REGULATE CRYPTOCURRENCY

From Knoweldge at Wharton

IWI Executive Education Partner 

Wharton’s Kevin Werbach explains why the Biden administration’s executive order to develop a national policy on cryptocurrency is an important step forward.

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FIXED INDEXED ANNUITIES: DISSECTING PERFORMANCE EXPECTATIONS         

From the Retirement Management Journal

As structured solutions to the principal protection problem, fixed indexed annuities (FIA) can be effective bond replacements in a retirement portfolio through an efficient risk transfer.

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WISHFUL THINKING ABOUT THE RISK OF STOCKS IN THE LONG RUN: CONSEQUENCES FOR DEFINED CONTRIBUTION AND DEFINED BENEFIT RETIREMENT PLANS        

From the Retirement Management Journal

It is widely believed that although stocks are risky in the short run, in the long run they are far less risky and will outperform risk-free investments. This belief is a dangerous fallacy.

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Latest Discussions

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Online Education and Podcasts


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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DON’T FIGHT THE FED    

Exceptional Advisor Podcast

Liz Ann Sonders, managing director, chief investment strategist, Charles Schwab & Co., discusses the most important takeaways for advisors and investors in light of Russia’s invasion of Ukraine and the Fed increasing its benchmark federal-funds rate by a quarter percentage point to a range between 0.25 percent and 0.5 percent.

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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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ROTH CONVERSIONS IN 2022    

Exceptional Advisor Podcast

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), a partner with Keebler & Associates, LLP, discusses the reasons why 2022 may be an especially effective year to consider a Roth IRA conversion.

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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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INVESTMENTS & WEALTH FORUM 2022   

On-Demand Recording

Enjoy 17 sessions, 19 speakers, 15.5 CE and all the top retirement and wealth management content from the Investments & Wealth Forum—Fort Lauderdale. With an NPS of 82 percent and a relevance score of 4.6 percent, this is our highest-rated event ever.

15.5 Hours of CE Credit.

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Blogs



REGULATION BEST INTEREST: IS IT WORKING? 

From Washington Insights, May 2022

This month’s Washington Insights column examines the question of whether Regulation Best Interest (Reg BI) is working as intended. Reg BI went into effect nearly two years ago and was designed to enhance investor protection and, to an extent, level the playing field between brokerage firms and investment advisors providing investment advice to retail investors.

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 Institute Releases ‘Defining Wealth Management’ Report

    The Investments & Wealth Institute’s (the Institute) 2022 ‘Defining Wealth Management’ report will be included as a special supplement to the March/April issue of the Institute’s Investments & Wealth Monitor, which will be published this month. The report serves as a blueprint for sole-proprietor practitioners, teams, ...
  • Investments & Wealth Institute Details Effectiveness of Diversity/Equity/Inclusion Focus

    Investments & Wealth Institute, the premier professional association, education provider and standards body for financial advisors, released their 2021 Impact Report focused on the organization’s initiatives to support Diversity, Equity and Inclusion (DE&I) in the financial services industry.
  • Investments & Wealth Institute’s ACE Academy 2022 Returns to an In-Person Experience in Nashville

    The Investments & Wealth Institute will bring ACE Academy 2022 to the Nashville Music City Center from May 15-18, 2022. Advisors from across the U.S. will reunite with key industry executives, decisions makers and individuals shaping the future of wealth management. Financial professionals are invited to register now, ...

Institute Events


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