Private Wealth Center

communities_1.jpg
The community for the industry’s premier private wealth advisory professionals.
Powered by the CPWA® certification


Spotlight News



DEMONSTRATING HEDGE FUND UTILITY: MAINTAINING MATHEMATICAL CIVILITY           

From the Investments & Wealth Monitor

Mathematical civility will go a long way toward helping advisors ensure that clients understand what they own and why they own it.

Read More



RETHINKING EVERYTHING: BUILDING YOUR CLIENT’S ‘PORTFOLIO FOR THE FUTURE™’              

From the Investments & Wealth Monitor

Investors face a changing world and must re-imagine client risks and portfolio construction.

Read More


Articles and White Papers



HOW RICH ARE THE SUPERRICH, EXACTLY?           

From Chicago Booth Review

IWI Executive Education Partner

Policy makers trying to level the economic playing field need to understand the components of private wealth in order to establish taxes and rates that work as intended. 

Read More



PRIVATE MARKETS: ASSET ALLOCATION AND PORTFOLIO CONSTRUCTION            

From the Investments & Wealth Monitor

Product innovation has made private-market investments more readily available to a larger group of investors at lower minimums and with more-flexible liquidity features.

Read More


A NEW ASSET CLASS: INVESTING IN THE DIGITAL ASSET ECOSYSTEM              

From the Investments & Wealth Monitor

Blockchain technology will impact investing and finance, creating and expanding on a new asset class—digital assets—and will provide new currencies for conducting financial transactions.

Read More



REGENERATIVE FINANCE: A NEW ASSET CLASS FOR VALUES-DRIVEN INVESTORS PRIORITIZES PROBLEM-SOLVING AND IMPACT             

From the Investments & Wealth Monitor

Regenerative finance allows wealth holders to invest directly in models for solving social and environmental problems.

Read More


2022 CLIENT RESEARCH: THE EVOLUTION CONTINUES—GLOBAL UNCERTAINTY AND DEMOGRAPHIC SHIFTS ARE CHANGING CLIENT EXPERIENCE              

From Investments & Wealth Research

Each year Investments & Wealth Institute and Absolute Engagement survey clients to gather insights that support exceptional advisors. This article reports on findings of the 2022 survey.

Read More



CHARITABLE GIVING: REALIZING YOUR VISION FOR A BETTER WORLD           

Sponsored by RBC Wealth Management

This Wealth Insights report is a practical guide to help clients think comprehensively about their giving plan and identify actionable steps they can take to fulfill their philanthropic goals.

Read More



Latest Discussions

Please login to see all eligible discussion postings

Either the content you're seeking doesn't exist or it requires proper authentication before viewing.


Online Education and Podcasts


ASK: HOW TO RELATE TO ANYONE W/DAN SOLIN            

Exceptional Advisor Podcast

Daniel R. Solin, the New York Times bestselling author of the Smartest series of investing books and The Smartest Sales Book You’ll Ever Read, provides advice for advisors when talking to prospects and/or clients.

Listen Now


PRINCIPLES, MYTHS, AND METHODS FOR THE HOURLY FINANCIAL ADVISOR W/MARK BERG, CFP®             

Exceptional Advisor Podcast

Hourly counsel has the potential to be the fastest-growing segment in the delivery of financial advice, according to Mark Berg, the founding principal of Timothy Financial Counsel. In this podcast, Berg discusses how to price, position and deliver hourly advice; how to segment your client base and prospect for an entirely new clientele; how to develop a relationship-based approach and avoid a "transactional" mindset; and how to harness the potential of time-tracking to create a stable foundation for growth.

Listen Now


BUILDING & SHAPING TOMORROWS WEALTH MANAGEMENT TEAM   

On-Demand Recording

2022 client research conducted by the Investments & Wealth Institute shows that clients expect wealth management teams to deliver services through a diverse team that reflects a mix of professionals who are multi-competency, multi-gender, multi-generational, and multi-cultural. 

1 Hour of  CE Credit.

Learn more


THE ART AND SCIENCE OF ASKING QUESTIONS W/WARREN BERGER       

Exceptional Advisor Podcast

Warren Berger, the author of A More Beautiful Question and several other books, discusses the art and science of asking “beautiful” questions and how advisors can develop richer relationships with their clients and prospects by asking the right questions. 

Listen Now


SOLUTIONS TO EMERGING TAX PROBLEMS IN RETIREMENT W/WALDEAN WALL            

Exceptional Advisor Podcast

Waldean Wall, Vice President, Advanced Markets and Solutions, Allianz Life Insurance Company of North America, discusses three emerging tax problems in retirement and possible solutions, including Roth conversions, life insurance, split beneficiaries, charitable giving, and charitable trusts.

Listen Now


EXPLORING THE MILLENNIAL MINDSET   

On-Demand Recording

Millennials have surpassed baby boomers as the nation’s largest generation, numbering 72 million, and stand poised to inherit $70 trillion from their parents. Yet, some of these Millennials have already achieved a level of wealth—and wealth complexity—that requires advice and guidance from a professional.

Premier CE: 1 credit for CIMA®, CPWA®, and RMA® certifications.

Learn more





Blogs



TARGET-DATE FUNDS: ERISA COURTS MAY SOON ADDRESS APPROPRIATE MEASURE FOR PERFORMANCE    

From Washington Insights, September 2022

Washington Insights reviews a series of class-action lawsuits filed against plan sponsors claiming breach of fiduciary duty by selecting and retaining a BlackRock suite of allegedly underperforming target-date funds for their 401(k) plan menus.

Read at Washington Insights

Institute Blog: Investment Sense

  • The Risks of Retirement

    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 Names Michael Mastey as Director of Sales

    The Investments & Wealth Institute, announced today that it has named Michael Mastey as its director of sales. In this role, Mastey will lead the Institute’s sales strategy, business development initiatives and revenue generation.
  • Investments & Wealth Forum – Toronto Registration Now Open

    The Investments & Wealth Institute will be hosting an intensive one-day event on October 3 in Toronto, ON. The Investments & Wealth Forum – Toronto, Facilitating Behavioural Change, will feature leading academics, practitioner consultants and a Women in Wealth panel. Financial professionals are invited ...
  • Mackenzie Investments Becomes First North American Cohort to Participate in Private Markets Course

    The Investments & Wealth Institute today announced that Mackenzie Investments, one of Canada’s leading asset managers, has become the first financial services cohort in North America to officially participate in their new Private Markets for Advisors training course, launched in May 2022.

Institute Events


Thank you to our Sponsors and Partners

Latest Shared Files

Log in to see this information

Either the content you're seeking doesn't exist or it requires proper authentication before viewing.

Most Active Members List