Cryptocurrencies and Digital Assets: Market Structure, Risks, and Opportunities
From the Investments & Wealth Monitor

Trends in Wealth and Asset Management
From the Investments & Wealth Monitor

No Place to Hide: Investing in a World With No Risk-Free Asset
Research of Interest

Communicating Clearly About Investment Objectives and Risks
From the Investments & Wealth Monitor

Everything You Need to Know About X
From the Investments & Wealth Monitor

Capitalisn’t: The Smoke and Mirrors of ESG Investing
From Chicago Booth Review | IWI Executive Education Partner

Odds Are Retirees Don't Care About the Odds
From the Retirement Management Journal

The Benefit of Diversified Guaranteed Income for Retirees: Combining Immediate Fixed and Immediate Variable Annuities
From the Retirement Management Journal

Preparing for Retirement Reforms
Research of Interest

Becoming Guides for Changing Landscapes, Not Defenders of Outdated Maps w/Carl Richards
Exceptional Advisor Podcast

Impacts of the Stock Market on Investors
Research of Interest 

Machine Learning for Investment Management
From the Investments & Wealth Monitor

Challenges to the Asset Manager and Financial Advisor Value Chain: The Impact of the Coronavirus Crisis
From the Investments & Wealth Monitor

Leadership Profile: Dorothy E. Bossung, CFP^®, CIMA^®, CPWA^®, RMA^®
From the Investments & Wealth Monitor

Line of Inquiry: Amir Sufi on How Income Inequality is Holding Back the U.S. Economy
From Chicago Booth Review | IWI Executive Education Partner

Webinar: 10 Questions in 60 Minutes: How Conventional Thinking Has Changed on Crypto

Bitwise Chief Investment Officer Matt Hougan will be joined by moderator Ricky McRoskey, Bitwise’s Head of Content Marketing, to tackle 10 of the biggest crypto questions on investors’ minds and to offer practical wisdom for navigating one of today’s most compelling markets.

Webinar: Moving from Surviving to Thriving

Explore critical questions such as: What do you and your team do better today than before the pandemic? Where may you have new vulnerabilities? What is the biggest opportunity operating in the new environment? By asking yourself and your team these questions, you may identify areas you can improve in the new year.

LAST CHANCE: 100-Day Advisor Challenge

This is the last chance in 2021 to earn an RMA^® certification in 3.5 months. The challenge begins November 1, 2021, and will help to build strong retirement management habits, strategies, and techniques using the framework from the Retirement Management Advisor^® program. Apply by October 25 to save $500 on tuition with code WINTER100AC.

Get a head start on 2022 by investing in yourself with a certification. There are still opportunities to get started in 2021 and earn your designation in early 2022.

Upcoming Deadlines:

Come explore our friends and family perks & discounts. As members of the Institute, we want to bring you access to the best, Ivy League-quality training and development tools and resources from our extended network. That is why we have curated exclusive membership perks and discounts for you to enjoy. Check out our latest special from Broadridge Fi360 Solutions!

BeFi Barometer 2021 is here!

Discover the behavioral finance biases that came into play during the most recent pandemic market cycle and walk away with insights that you can immediately put into practice.

An Overview of the CPWA^® Certification

This live 30-minute webinar explores what HNW clients are looking for and how you can help them with the education you'll receive in the CPWA^® certification program. Join Institute Program Director Mike Kurz, CIMA^®, CPWA^® for this session.

An Overview of the CIMA^® Certification with Chicago Booth - Focus on Socially Responsible Investing

Gain confidence in your investment strategies and net new business, even during a recession. Join the Institute’s Program Director, Mike Kurz, CIMA^®, CPWA^®, and Chicago Booth Professor Kathleen Fitzgerald as they discuss the CIMA^® certification and a focus on socially responsible investing in this live 30-minute webinar.

Advanced Advisor Education Workshop – Retirement Income Strategies

Retirement clients face a unique set of challenges as they approach and enter retirement, and advisors can add significant value by providing a clear roadmap for them. Advisors will learn concepts and techniques taught in the RMA^® program, review results from recent surveys of investor behavior in retirement, and explore decumulation-oriented planning approaches and digital tools.