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Spotlight News



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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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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Articles and White Papers

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 ARE THE TAX IMPLICATIONS OF BITCOIN? 

From InvestmentNews

Cryptocurrencies are taxed by the IRS when they are traded, but not all investors seem to know.

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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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THE END OF ‘THE END OF INFLATION’ 

From Chicago Booth Review

IWI Executive Education Partner

Inflation can no longer be dismissed as only a concern of the past.

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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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EMERGING MARKETS FACE A TREACHEROUS TRANSITION: CHINA IS THE LAST MAN STANDING

From the Investments & Wealth Monitor

Emerging markets face immense challenges. China’s challenge, however, is how to progress amid deglobalization and move from innovation to inventiveness.

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Latest Discussions

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INVESTMENT DATA COMPLIANCE: REVISED SEC GUIDELINES FOR 2021 AND BEYOND

From the Investments & Wealth Monitor

Revised SEC rules seek to replace four per se prohibitions with broad, principles-based guidelines that, regulators believe, will provide the necessary flexibility as technology and the industry continue to evolve.

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THE FUTURE OF FINANCIAL PLANNING IS INTELLIGENT: GOOD NEWS FOR ADVISORS

From the Investments & Wealth Monitor

Technology is disrupting advisors’ businesses, but it’s providing a clear path to establish value in clients’ lives. Artificial intelligence can make financial planning a better experience for you and your clients.

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TRENDS IN WEALTH AND ASSET MANAGEMENT

From the Investments & Wealth Monitor

An interview with T. Neil Bathon, founder and partner of FUSE Research Network.

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SMALLER, BIGGER, AND BETTER TRENDS IN THE BUSINESS OF FINANCIAL ADVICE

From the Investments & Wealth Monitor

Different types of firms appeal to different types of advisors and different types of investors. Firms need to be clear about the types of clients they wish to serve.

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ENGAGING CLIENTS IN THE 'NEW NORMAL'

From the Investments & Wealth Monitor

The past year has offered a crash course in the importance of technology and communication. Advisors should invest the most they can in technology and be proactive about client communication.

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CREATING AND COACHING A COHESIVE TEAM

From the Investments & Wealth Monitor

Helping team members achieve their professional and personal goals will pay dividends in client satisfaction, growth, and loyalty.

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Institute Blog: Investment Sense


Professional Development

WEALTH MANAGEMENT ACCELERATOR PROGRAM

September 1 - December 8

Are you an accelerator? Spend the next three plus months propelling your career forward with the actionable tools and education you need to become a private wealth expert. This is for the advanced professional, the go-getter, the competitor. We have taken six months of premier content and practical instruction and consolidated it into a three plus month intense, focused timeline to empower you to earn your Certified Private Wealth Advisor® (CPWA®) certification in record time. Do you have the drive it takes to succeed? This program is limited to 50 accelerators so book your spot by August 25th. Complete your CPWA® certification from Sept. 1 to Dec. 8, 2021.

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Institute Announcements

  • Survey: Help the Institute with Planning Our Educational Sessions

    The Investments & Wealth Institute is seeking your input to help us in planning upcoming Institute educational sessions. Please provide your opinion by taking a short, 17-question survey. Please rank the topics from 1 to 17, with 1 being most interested and 17 being least-interested. Please provide your feedback ...
  • Forthcoming Study Indicates in a 50%+ Market Decline Investors Will Act Against Best Interests

    The Investments & Wealth Institute, in partnership with the Behavioral Investing Institute, recently conducted a study on how both advisors and investors perceive bubbles and market crises. The survey results revealed the depth of client temptations, their fears of market declines and understanding of their portfolios. The ...
  • The Investments & Wealth Institute Brings New Accelerator Program to Advisors

    Investments & Wealth Institute® is proud to announce a new executive education program for advanced financial advisors looking to accelerate their level of expertise and become a Certified Private Wealth Advisor® (CPWA®) in about three months. The Wealth Management Accelerator Program kicks off on September 1, 2021. This program ...


Online Education and Podcasts

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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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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THE GLOBAL OUTLOOK: OPPORTUNITIES AND CHALLENGES

On-Demand Recording

Professor Raghuram Rajan, PhD will discuss the global economic outlook in the coming year and beyond, highlighting some of the areas of opportunity post-COVID, as well as some of the areas of concern. The discussion will focus on the United States, but also highlight issues in other parts of the world.

1 Hour of CE Credit.

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REGULATIONS THAT IMPACT ADVICE TO RETAIL INVESTORS

Exceptional Advisor Podcast

Robert Powell, the editor of Retirement Daily at The Street, interviews Duane Thompson, AIFA®, President, Potomac Strategies, LLC on the major changes to the Securities and Exchange Commission’s advertising and marketing requirements for registered investment advisers. They talk legislative updates and discuss Reg BI.

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REDEFINING A GLOBAL MARKETPLACE

On-Demand Recording

The state of people’s savings and retirement is one of the most serious investment challenges the world currently faces. For most clients, portfolios have consisted of stocks and bonds with nothing in between, forcing investors to take the body blows of the market, highlighted by the recent volatility from COVID-19. For the select few, however, alternative investments such as Structured Notes can provide downside investment protection against market declines, but they remain out of reach for 99 percent of the world. In this recording, Jason Barsema discusses the changes happening in this $3 trillion global market.

1 Hour 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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RETHINKING TAXABLE INVESTMENT ADVICE FOR THE NEXT DECADE

On-Demand Recording

Eroding margins buffer the wealth industry from low-priced competitors, commonplace access to alternative investments, rock bottom expected returns from most fixed income, and much higher potential client tax bites. What can we advisors do to redefine our value proposition, to help clients rethink what it means to be a taxable investor, and to become more valuable than ever despite the headwinds? Stuart Lucas will discuss his new book, The Taxable Investor’s Manifesto, and new opportunities to redefine what good investment advice looks like.

1 Hour of CE Credit.

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