Investments & Wealth Institute

Retirement Management in the Age of Longevity 💼 Are your retirement strategies ready for clients living well into their 90s? As lifespans grow, so does the complexity of retirement planning. This is where the Retirement Management Advisor® (RMA®) certification comes in — offering a comprehensive approach to navigating longevity risk, dynamic income strategies, and personalized retirement plans. Our latest blog explores how RMA certified advisors are uniquely equipped to support today’s retirees with resilience and empathy, helping them thrive through retirement’s most complex challenges. 📄 Swipe through the blog in the PDF below to learn why RMA® professionals are becoming the new “rock stars” of retirement planning! #RetirementPlanning #RMA #FinancialAdvisors #InvestmentSense

💡 Learn how you can earn the CIMA® certification from some of the country’s top business schools such as the Yale School of Management and the Chicago Booth School of Business. This webinar will feature Yale School of Management, Program Director, Jim Dobbs, as he details the CIMA curriculum. 📅 November 13th at 11:00AM EST Key Topics: ➡️ Understand the certification process and requirements ➡️ Gain insights on flexible course options offered by some of the top 5 rated business schools in the country ➡️ Get answers to your questions in a Q&A session with our experts ➡️ Hosted by Tyler Cook, Enrollment Counselor at the Investments & Wealth Institute Register today! https://lnkd.in/gz6Z9eag #CIMA #InvestmentManagement #Investments #ProfessionalDevelopment

💡 Spotlight on the Investments & Wealth Institute’s Special Events We’re thrilled to see the Institute’s recent “Focus on Alternatives Series” conference covered by top industry media outlet, Financial Advisor Magazine — highlighting our role as a leader in alternative investment education. At the event, industry experts demonstrated how alternatives can diversify the classic 60/40 portfolio design, offering resilience and growth potential for high-net-worth clients. Dive into the article to learn how alternative assets can enhance your portfolio strategy—and see why our special events and conferences are recognized for delivering actionable insights from the best in the business. NOTE: On November 14, 2024, we will host a “Focus on Alternatives Series” conference in Los Angeles, CA. Visit the Institute’s homepage today to find out more. 🔗 https://lnkd.in/gadK6Bte #AlternativeInvestments #InvestmentEducation #FinancialAdvisors #WealthManagement

✨ Attention Members! Check Out What’s New in the November Membership Newsletter! Some notable highlights from our November edition include: ➡️ New Visual Insight Series topic on estate planning now available in your Academy dashboards ➡️ Focus on Alternatives Series: Los Angeles – there is still time to register for this complimentary event for those in the LA area ➡️ Best of Strategy Forum 2024 – for those that missed attending, earn 10 Institute Continuing Education (CE) credit hours (including 1 Tax & Regulations CE) as well as 8 CFP® CE — all at your own pace Members – be on the lookout for the November edition in your inboxes today. We hope you enjoy and check out a personal note from AnnE Hill, Associate Director of Membership below!

🛡️This Veterans Month, Let’s Make a Difference Together! ❓Did you know that many veterans face barriers in transitioning to civilian careers, especially in industries requiring specialized education and certification? Among those are our veterans who aspire to excel in the financial services profession. Through our scholarship program, we offer opportunities for veterans to build careers, develop expertise, and secure financial futures for themselves and their families. This November, join us in honoring our veterans by contributing to scholarships that open doors to financial education and professional growth. 👉 Help us make an impact today. Donate now at: https://lnkd.in/gSJkJUu9 #VeteransMonth #VeteransScholarships #FinancialEducation #GiveBack #VeteranSupport

Are you a financial advisor based in the Los Angeles region? If so, you won't want to miss this opportunity to attend a special one-day, complimentary workshop: Focus on Alternatives Series: Los Angeles at the University of California, Los Angeles (UCLA)! We have a stellar lineup in store for you with industry leading experts that will cover cutting-edge strategies, risk management techniques, and emerging trends in alternative assets. The event will conclude with a powerful presentation from one of our top-rated speakers, Corey Ciocchetti, JD, titled, “Living with Integrity and Leading with Character”. Attendees will have the opportunity to participate in a networking breakfast and lunch and earn seven Institute CE credits and CFPs® can earn an additional five CFP® CE — all at no cost. Space is limited to the first 125 registrants. Secure your spot today! 📍 Location: UCLA 📅 Date: November 14, 2024 ⏰ Time: Doors open at 7:30AM ➡️ Learn more and secure your seat! https://lnkd.in/gvMw9gCZ Sponsored by Apollo Global Management, Inc., Benefit Street Partners, Calamos Investments and Invesco US. #AltInvestments #WealthManagement #FinanceConference #ContinuingEducation #NetworkingEvent #Investments&WealthInstitute #UCLA #LosAngeles #Apollo #BenefitStreetPartners #CalamosInvestments #Invesco

💡 Have you read the latest Investment Sense Blog? “From Educated Guesses to Intelligent Appraisals: Generative AI in Alternative Asset Valuations?” looks into a provocative suggestion that generative AI might one day be used to aggregate and analyze alternative assets with similar characteristics, potentially enabling accurate intra-quarter valuations using private market comps. There is no doubt that AI is generating huge interest from alternative asset managers. One 2024 survey found that 78% of global asset owners believe that AI can help their teams make better alternative investment decisions. Another indicated 91% of asset managers are currently (54%) or planning to (37%) use AI within their investment strategy or asset-class research. Can you imagine AI models trained to generate intra-quarter marks using private market comps and real-time data? Read more here: https://lnkd.in/g6FhVy7c #AlternativeInvestments #AI #InvestmentSense #PrivateMarkets

Looking to enhance your expertise and expand your professional qualifications? The Certified Investment Management Analyst® (CIMA®) certification is associated with higher earnings and larger client accounts compared to other designations, positioning you for further success. We’re hosting an intro webinar so you can learn more about it. 📅 November 13th at 11:00AM EST Key Topics: ➡️ Hear directly from Yale School of Management, Program Director, Jim Dobbs, as he details the CIMA curriculum ➡️ Understand the certification process and requirements ➡️ Gain insights on flexible course options offered by some of the top 5 rated business schools in the country ➡️ Get answers to your questions in a Q&A session with our experts ➡️ Hosted by Tyler Cook, Enrollment Counselor at the Investments & Wealth Institute Register today! https://lnkd.in/guBF_DVC #CIMA #InvestmentManagement #Investments #ProfessionalDevelopment

Washington Insights: Monthly Updates and Analysis about News That Matters! 📜 Washington Insights, published by Investments & Wealth Institute, is designed to provide legislative, regulatory, and other public policy news and analysis on issues that could impact financial advisors. In the latest issue (Vol. 9, No. 10, October 2024) author Duane Thompson, AIFA, covers seven recent developments, including: ➡️The SEC’s continued crackdown on firms failing to maintain communication records. ➡️The DOL appeals a court decision that put the new fiduciary rule on hold. ➡️ ESG controversies continue, both for and against. ➡️State securities regulators report a slight drop in adviser registrations. ➡️ A recent court ruling emphasizing the difference between the federal fiduciary duty under the IAA and FINRA's standard of care, clarifying that neither Rule 2111 nor Reg BI imposes a fiduciary duty. Read more here. https://lnkd.in/gM9wGcDK #WashingtonInsights #InvestmentsandWealthInstitute #DOL #ESG #SEC

Attention LA Area Financial Advisors! Our Focus on Alternative Series is coming to YOU! Get ready to deepen and transform your alternative investments knowledge and skills at the upcoming and complimentary Focus on Alternatives Series: Los Angeles hosted by the Investments & Wealth Institute! Built exclusively for our financial advisors, this daylong event will held at the University of California, Los Angeles (UCLA) -featuring industry leading speakers, world-class education and practical tools and strategies that will be instantly beneficial to you and your practice. Gain invaluable insights into cutting-edge strategies, risk management techniques, and emerging trends in alternative assets. From private equity to hedge funds, real estate, and beyond, this workshop will equip you with the knowledge and tools needed to design and recommend complex portfolios with confidence and precision. Additionally, attendees will have the opportunity to participate in a networking breakfast and lunch and earn 7 IWI CE credits with CFPs® earning an additional 5 CFP® CE — all at no cost. Sponsored by Apollo Global Management, Inc., Benefit Street Partners, Calamos Investments and Invesco US. Space is limited to the first 125 registrants. Secure your spot today! 📍 Location: UCLA 📅 Date: November 14, 2024 ⏰ Time: Doors open at 7:30 AM ➡️ Learn more and secure your seat! https://lnkd.in/gii7QXP9 #AltInvestments #WealthManagement #FinanceConference #ContinuingEducation #NetworkingEvent #UCLA #LosAngeles #Apollo #BenefitStreetPartners #CalamosInvestments #Invesco