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Spotlight News



BUILDING A THRIVING AND CONNECTED FAMILY OF WEALTH              

From the Investments & Wealth Monitor

A learning plan that addresses individuals’ developmental needs can help build a strong and connected family of wealth.

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LONG-TERM CARE PLANNING FOR MATURE CLIENTS: INSURING AGAINST LONGEVITY AND HEALTHCARE RISKS WITH MODERN SOLUTIONS             

From the Investments & Wealth Monitor

A huge knowledge gap exists between what consumers think about long-term care insurance and how they can insure against long-term care costs.

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Articles and White Papers



SUCCESSION PLANNING THOUGHTS AND STRATEGIES: A DISCUSSION WITH DANA ANSPACH, CFP®, RMA®, AND TOM MORRIS CFP®, RMA®             

From the Investments & Wealth Monitor

The Investments & Wealth Monitor takes you behind the scenes to uncover succession-planning thoughts and strategies from successful institute-member advisors.

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PLANNING AROUND NEW RULES FOR INHERITED RETIREMENT ACCOUNTS             

From the Investments & Wealth Monitor

Advisors need to talk with clients about how to manage the impact that the new SECURE Act rules may have on heirs.

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IT’S NOT JUST ASSETS UNDER MANAGEMENT ANYMORE: HOW AND WHY ADVISOR FEE MODELS ARE CHANGING            

From the Investments & Wealth Monitor

Forward-thinking advisors are rethinking their fee models, which must be transparent and create a fair alignment between the price paid and the value of services.

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NET UNREALIZED APPRECIATION: A RETIREMENT DISTRIBUTION STRATEGY TO REDUCE TAXES            

From the Investments & Wealth Monitor

Employer stock may be treated differently from other retirement plan account assets under the net unrealized appreciation election.

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PERSPECTIVES ON PRIVATE WEALTH: A DISCUSSION WITH JEAN L. P. BRUNEL            

From the Investments & Wealth Monitor

Jean Brunel provides his thoughts about what’s on the minds of wealthy families today.

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BRIDGE THE GENERATION GAP: HOW TO HAVE A FAMILY WEALTH BRIEFING

From the Investments & Wealth Monitor

Advisors have the skills and are well positioned to help bridge the communications gaps among today’s very distinct generation.

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Latest Discussions

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Online Education and Podcasts


SURVIVING MARKET VOLATILITY W/BILL FEAKES

Exceptional Advisor Podcast

New York Life Retail Annuities Regional VP Bill Feakes discusses market volatility, helping investors keep things in perspective and building retirement strategies to manage through economic uncertainty.

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MEDICARE PLANNING

Exceptional Advisor Podcast

Jeng Chiu, JD, CFP®, Vice President and Director of National Sales Consulting with Delaware Life Marketing, discusses the intricacies of Medicare planning and the situations surrounding it.

Listen Now


COLLEGE AND STUDENT LOAN PLANNING ESSENTIALS    

Certificate Program

This course is designed for advisors and financial professionals who wish to become more knowledgeable in the areas of education funding, financial aid planning, and student loan advising.

15 credits, including 6 tax & regulations credits, for CIMA®, CPWA®, and RMA® certifications.

Learn more


CRITICAL ESTATE TAX LAW PLANNING CONVERSATIONS FOR YOUR MOST IMPORTANT CLIENTS    

On-Demand Recording

Steve Siegel shares key tax strategies, techniques, and tactics that every high-net-worth client expects their advisor to know.

1.5 Tax & Regulations credits for CIMA®, CPWA®, and RMA® certifications.

Learn more


THE FUTURE OF WEALTH MANAGEMENT W/STEPHEN M. HORAN, PHD, CFA®, CIPM
®, CAIA®              

Exceptional Advisor Podcast

Stephen Horan, a senior strategic advisor with the Investments & Wealth Institute, discusses what wealth management is, how it’s changing, and whether it will ever become a profession.

Listen to Part One

Listen to Part Two


DAFs VS. PRIVATE FOUNDATIONS    

On-Demand Recording

In advising high-net-worth and ultra-high-net-worth clients, there has long been a debate between the advantages and disadvantages of a family foundation versus donor advised funds. 

1 credit for CIMA®, CPWA®, and RMA® certifications.

Learn more





Blogs



SEC MOVES CLOSER TO DOL FIDUCIARY REQUIREMENTS FOR SERVICE PROVIDERS     

From Washington Insights, December 2022

Washington Insights reviews a proposed rule by the Securities and Exchange Commission that would require registered investment advisers to apply a due diligence process to the selection and monitoring of service providers to their firms. The Department of Labor previously identified a similar need for Employee Retirement Income Security Act fiduciaries to prudently select and monitor a plan’s service providers.

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 Unveils an Expanded RMA® Certification

    The leading professional association for financial advisors, the Investments & Wealth Institute, has just rolled out a new examination and a more robust and comprehensive curriculum as part of its expanded Retirement Management Advisor® (RMA®) Certification.
  • RMA Registration Deadline is Febrary 17

    Application deadline to join the RMA program and to attend the executive education Capstone in San Diego at ACE Academy is February 17. Start the process today!
  • New Research Report Provides Insights into the Disconnect between Advisors and Investors

    The leading professional association for financial advisors, the Investments & Wealth Institute, has just released a new research report, The Investor-Advisor Disconnect, in partnership with Toews Asset Management. This study reveals the disconnect existing in several key areas between advisors and their clients, including ...

Institute Events

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