Plus: Why Stocks Will Remain Strong in the Long Run | December 5, 2022
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SEC Moves Closer to DOL Fiduciary Requirements for Service Providers
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.
Selections from IWI publications, podcasts, partners and more. Any article containing a 🔒 is exclusive to members through the Hive community, the Institute's forum for curated content and discussion. Explore the Hive today!
Hive How-To: Find Everything You Need with Global Search
Content in the Hive community is updated every two weeks with the latest professional industry papers, articles, podcasts, Washington Insights and more!
Take a few minutes to sign in and look around, connect with fellow members, read the latest articles or share industry news and resources. An easy place to start is the global search field in the top right-hand corner of all pages. Type in a keyword, topic or any phrase in the search bar to find all related discussion posts and library entries. It's really that easy!
The RMA® Certification is Refreshed and Rebooted for 2023
With a fresh approach, including more topics, a comprehensive and expanded curriculum and new case studies and worksheets, the RMA® designation is more thorough and comprehensive, so you can take action for all of your retirement clients.
Get started this January and you can earn your RMA® certification in about four months—with an executive education Capstone in San Diego in May 2023.
NEW Certificate Program Premier CE: 15 credits, including 6 tax & regulations credits,for CIMA®, CPWA® and RMA® certifications CFP CE: 15 credits
Are you proactively guiding your clients around saving for their families’ college financing? Are you up to date on student loan planning? Take the College and Student Loan Planning Essentials course to become more knowledgeable in the areas of education funding, financial aid planning and student loan advising.
Accelerate your career with a CIMA®, CPWA® or RMA® designation. Investments & Wealth Foundation scholarships are designed to reduce the barriers to entry and expand the shared perspectives and voices heard throughout our evolving industry. The Foundation scholarship program enables women, diverse professionals and next-generation leaders to elevate their careers and contribute to our profession.
INVESTMENTS & WEALTH MONITOR New Issue: 'Private Wealth'
The latest issue of the Investments & Wealth Monitor tracks the ever-evolving private wealth marketplace. Articles examine the needs of high-net-worth investors as well as the knowledge and acumen required to address their needs.
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