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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

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Professional Development




Institute Announcements

  • Thank You All Who Attended ACE 2023

    23 days ago
    Thank you to all the ACE Academy 2023 attendees, speakers, donors, vendors, exhibitors, supporters and attendees who participated in this year's conference. You don't have to miss all the fun and invaluable content, as the on-demand option is available for up to 15 CE hours. Register today! Join us again ...

  • Institute Launches Three Cryptocurrency Microcourses and a Short Course on Behavioral Finance

    25 days ago
    The leading professional association for investment consultants and wealth management professionals, the Investments & Wealth Institute, has added three new microcourses and one short course to its learning platform, giving certified advisor professionals new opportunities to earn up to 8 continuing ...

  • Institute Awards Recognize Best of the Best in Investment and Wealth Management Industry

    one month ago
    The Investments & Wealth Institute presented five awards recognizing outstanding contributions to the investment and wealth management body of knowledge during a special awards ceremony at the Institute’s flagship annual conference, ACE Academy, in San Diego, California, on Monday.

Institute Events


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Latest Shared Files

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Most Active Members List

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    Tom Hulick
    Strategy Asset Managers, LLC
    United States
    2 Points
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    Daniel Monahan
    UBS Financial Services Inc.
    United States
    2 Points
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    Michael Ellington
    UBS Financial Services Inc.
    United States
    2 Points
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    Sharon Johns
    Northern Trust
    United States
    2 Points
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    Leigh Cohen
    Merrill Lynch Private Banking & Investment Group
    United States
    2 Points