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Spotlight News



HEDGING VS. DIVERSIFICATION: COMPARING THE COST OF HEDGING TO THE COST OF DIVERSIFICATION        

From the Journal of Investment Consulting

This article examine whether holding debt is still an optimal asset allocation in a portfolio framework compared with using a negative carry protective-put strategy.

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THE SECRETS TO EARNING A FEMALE INVESTOR’S TRUST—AND HER BUSINESS          

From the Investments & Wealth Monitor

Wealth managers will be able to succeed in the years ahead only if they know how to effectively serve female clients.

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Articles and White Papers



APPLICATIONS OF MACHINE LEARNING IN WEALTH MANAGEMENT           

From the Journal of Investment Consulting

This paper provides a targeted review of machine learning methods that are impacting the field of wealth management.

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INFLATION’S CORROSIVE EFFECT ON FINANCIAL ASSET RETURNS: BUILDING PORTFOLIOS WITH RISING RATE AND INFLATION CONTINGENCIES       

From the Investments & Wealth Monitor

Today’s inflation is accompanied by many characteristics typical of past inflationary periods, such as supply shortages, surging commodity prices, and a tight labor market. 

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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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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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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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LONGEVITY RISK: PLAN FOR THE UNKNOWN

From the Investments & Wealth Monitor

Longevity uncertainty can be reduced but not eliminated. Advisors can help investors accurately understand their life expectancy and its implications for their retirement income planning.

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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



SEC CRACKS DOWN ON ESG ‘GREENWASHING’  

From Washington Insights, June 2022

This month’s Washington Insights column examines the recently proposed rules by the Securities and Exchange Commission that would tighten the rules requiring disclosure of environmental, social, and governance factors used in mutual fund names and in Form ADV disclosures by registered investment advisers.

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 Hires Ross Riskin as Chief Learning Officer

    The Investments & Wealth Institute, a nonprofit organization that delivers premier investment consulting and wealth management credentials and world-class educational offerings, has named Ross Riskin, DBA, CPA/PFS™, CCFC, MS Tax as chief learning officer.
  • Investments & Wealth Institute Launches “Private Markets for Advisors” Certificate Program

    The leading professional association for financial professionals, the Investments & Wealth Institute has launched a new, certificate-based, online course on private markets sponsored by Macquarie Asset Management, the asset management division of Macquarie Group. This new, 12-hour course teaches advisors ...
  • Investments & Wealth Institute Announces the Launch of the Investments & Wealth Foundation

    The Investments & Wealth Institute today announced the creation of the nonprofit Investments & Wealth Foundation, to grow and support a more diverse workforce within the financial advisor profession through scholarships for the Institute’s Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®) and Retirement Management Advisor® (RMA®) certifications.

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