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Spotlight News



'MONEY JOBS’: IS YOUR MONEY WORKING FOR YOU?   

From the Investments & Wealth Monitor

Goals-based investing helps advisors reframe money as a tool that works to help clients achieve their desired outcomes.

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A NEW WAY TO CALCULATE RETIREMENT HEALTHCARE COSTS       

From the Investments & Wealth Monitor

Viewing retirement healthcare costs as an annual expense, instead of a lump sum, makes it easier for retirees to plan for and pay for health care.

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Articles and White Papers


DEFEASING RETIREMENT: A NEW APPROACH TO RETIREMENT ASSET ALLOCATION      

From the Investments & Wealth Monitor

Matching asset classes to expected identified cash flows is an alternative methodology for determining an appropriate retirement asset allocation and rebalancing strategy.

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HOW INTEREST RATES WILL TEMPER STOCK VALUES IN 2022     

From Knowledge@Wharton

IWI Executive Education Partner

Investors in 2022 will have a wider range of options beyond the stock market, says Wharton’s Itay Goldstein.

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CONSIDERING ALL OPTIONS FOR BONDS: CHALLENGES TO THE 40 PERCENT OF THE 60/40   

From the Investments & Wealth Monitor

Bonds are meant to provide income and capital preservation in a 60/40 portfolio—but are there other better options?

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AFTER COVID-19: RETIREMENT AND FINANCIAL PLANNING ISSUES ACROSS GENERATIONS  

From the Investments & Wealth Monitor

COVID-19 did not change the need for retirement and financial security, but it did change many people’s financial situations and create greater awareness of financial security issues.

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STOCK INVESTORS' RETURNS ARE EXAGGERATED 

Research of Interest

The stock market generates less wealth than it appears. This paper show that total shareholder return (TSR), the standard measure of stock investor performance, substantially exaggerates returns earned by these investors in aggregate, and thus by most investors.

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FIXING THE 40: A NEW PERSPECTIVE ON THE TRADITIONAL 60/40 PORTFOLIO     

From the Investments & Wealth Monitor

Risk-factor and scenario analysis may help to inform the right asset mix decision for a client’s risk tolerance.

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Latest Discussions

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Online Education and Podcasts


PORTFOLIOS FOR LONG-TERM INVESTORS  

Exceptional Advisor Podcast

How should long-term investors form portfolios in our time-varying, multi-factor, and friction-filled world? John Cochrane, a senior fellow at the Hoover Institution at Stanford University, former professor of finance at the University of Chicago Booth School of Business, and author of The Grumpy Economist blog describes two conceptual frameworks that may help.

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EXECUTIVE COMPENSATION STRATEGIES: POTENTIAL IMPLICATIONS OF PROPOSED TAX LAW CHANGES  

On-Demand Recording

This session reviews planning considerations and strategies for advisors looking for ways to lessen the impact of proposed tax changes around equity compensation.

1 Hour of CE Credit.

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OPTIMIZING YOUR PRACTICE FOR GENS X, Y, AND Z     

Exceptional Advisor Podcast

Robert Powell, CFP®, editor of The Street’s Retirement Daily, interviews Frank Vilcnik, RICP®, Senior Regional Vice President of New York Life, on the great wealth transfer and the opportunity set for advisors in building a generation-resilient practice. Tune in to hear proven strategies to attract, serve, and retain Gens X, Y, and Z as core clients.

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HABITS OF A CHAMPION TEAM: THE FORMULA TO WINNING BIG IN SPORTS, LIFE, AND BUSINESS    

Exceptional Advisor Podcast

Dana Cavalea, the former director of performance for the New York Yankees, discusses in the podcast with Robert Powell, the editor of TheStreet’s Retirement Daily, what financial professionals can do to create a winning team and become a better leader. Cavalea also shares what he learned about winning from Derek Jeter and Mariano Rivera.

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HIGH-NET-WORTH CLIENTS - HIGH IMPACT ADVISORS: HOW EXCEPTIONAL ADVISORS ACHIEVE OUT-SIZED GROWTH  

On-Demand Recording

Gain insights from moderator Meghan McCartan and three exceptional advisors who have experienced exponential growth in the last few years. You will learn about what clients want and how each advisor has created a foundational strategy to grow their practice to deliver substantive value to high-net-worth clients.

1 Hour of CE Credit.

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BEST OF WEALTH ADVISOR FORUM 

On-Demand Recording

Discover from the best of the best – wealth advisors, estate attorneys, tax advisors, family governance experts, and leading academics – and learn what works (and what doesn’t work) when navigating the complexities of concentrated wealth.

5 Hours of CE Credit.

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Institute Blog: Investment Sense

Institute Announcements

  • Investments & Wealth Institute Announces First In-Person Event for 2022

    The Investments & Wealth Institute (IWI), the premier professional association, education provider, and standards body for financial advisors, today announced details for their first 2022 in-person conference, the Investments & Wealth Forum, to be held Jan. 31-Feb. 1, in Fort Lauderdale. It will also be available on-demand ...
  • Digital Badges are Modernizing the Way Financial Advisors Display Their Expertise

    The Investments and Wealth Institute launches a competency-based education tool to help advisors gain traction in the digital age and share their credentials with investors and prospects.
  • Investments & Wealth Institute Announces 2022 Chair and New Board Members

    The Investments & Wealth Institute (IWI), the premier professional association, education provider, and standards body for financial advisors, today announced the Chair-elect and new members of the 13-member Board of Directors.


Professional Development




Institute Events

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