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Target-Date Funds:
ERISA Courts May Soon Address Appropriate Measure for Performance

This month’s Washington Insights column reviews a series of class-action lawsuits filed against plan sponsors claiming breach of fiduciary duty.

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Editors' Picks
 
 

Selections from IWI publications, podcasts, partners and more.
Any article containing a 🔒 is exclusive to members through The HIVE, the Institute's community for curated content and discussion. Explore The HIVE today!

 
 
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🔒 Rethinking Everything: Building Your Client’s ‘Portfolio for the Future™'
From the Investments & Wealth Monitor

Principles, Myths, and Methods for the Hourly Financial Advisor w/Mark Berg, CFP®
Exceptional Advisor Podcast

Private Markets: Asset Allocation and Portfolio Construction
From the Investments & Wealth Monitor

 
 
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🔒 Quantifying Turbulence in Trend Following
From the Investments & Wealth Monitor

Green Investors: Don’t Divest . . . Protest!
From Chicago Booth Review, IWI Executive Education Partner

The Truth About Crypto w/Matt Hougan
Exceptional Advisor Podcast

 
 
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🔒 The Role and Use of Alternative Investments: A Discussion with Stephen Horan, PhD, CFA®, CIPM®, CAIA®, Brian Ullsperger, CIMA®, and Anthony B. Davidow, CIMA®
From the Investments & Wealth Monitor

Lori Lucas, CFA®: The Economic Importance of Employee Benefits for Americans' Financial Security
From the Retirement Management Journal

Solutions to Emerging Tax Problems in Retirement w/Waldean Wall
Exceptional Advisor Podcast

 
 
 
 
 
 
Membership Spotlight: Certification Client Brochures

Differentiate yourself with current and potential clients by ordering a bundle of client brochures to tout your CIMA®, CPWA® or RMA® certification. These brochures can help support your hard-earned designation in a way that clients can understand. 

All Signature and Elite members can receive a bundle of 25 brochures (plus an additional bundle for Elite members). This is one of the included benefits when upgrading your membership. All other IWI member certificants can purchase brochures for $40.

ORDER BROCHURES
 
 
UPCOMING EVENTS + DEADLINES
 
 
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September 15 @ 4:30 p.m. ET

Webinar: Developing Efficient Drawdown Strategies for Distribution of Client Assets
Sponsored by Allianz
1 CE hour

With trillions of dollars in U.S. retirement market assets, the importance of helping clients develop an effective drawdown strategy is key to helping their income last as long as they do.

REGISTER NOW
 
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September 29 & October 27 @ 4:30 p.m. ET

Two-Part Webinar Series: Dividend Equity Strategies for Today’s U.S. and International Markets
Sponsored by GQG Partners
1 CE hour each

Join this two-part series for insights on assessing dividend investing strategies, particularly during times of market volatility, and factors to consider when creating and implementing your own strategy.

REGISTER NOW
 
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October 3 & November 29-December 1

Attend Our Remaining 2022 Conferences

October 3
Investments & Wealth Forum—Toronto 2022, Facilitating Sustainable Behavioural Change

November 29–December 1
Investments & Wealth Forum—New York City 2022, Managing Portfolio Risks

LEARN MORE
 
 
PROFESSIONAL DEVELOPMENT TOOLBOX
 
 
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There is Still Time to Kick-start Your Professional Development in 2022 with a Certification

Charge into 2023 by starting your CIMA®, CPWA® or RMA® certification in 2022.

Apply for CIMA® with Yale SOM by September 15, CPWA® with Chicago Booth by December 1 or RMA® any time.

Join our next intro webinar to learn more about the certifications, time commitments, costs and our educational partners.

LEARN MORE
 
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Gain Foundational Investment Management Knowledge

Created by expert practitioners, the Investment Management Essentials 15.5-hour self-paced course puts you in the shoes of an investment management professional working with individual or institutional clients. It provides an actionable, defensible framework for the investment consulting process, but it is suitable for any finance professional looking to have easier, more productive conversations with colleagues, prospects and clients in the investment workplace.

LEARN MORE
 
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Foundation Scholarships Still Available!

The Investments & Wealth Foundation has awarded more than 120 scholarships so far this year to individuals pursuing CIMA®, CPWA® and/or RMA® certification. Are you looking for support pursuing advanced certification? Apply for a scholarship and start your certification journey today.

APPLY NOW
 
 
Visit The HIVE Knowledge Centers
Connect with peers. Explore content. Stay up to date on best practices. 

The HIVE was built with you in mind! Get the latest articles and research from Institute journals, share your own documents, join discussions, network with peers and get the industry buzz all in one place.

EXPLORE THE HIVE
 
 
INTRO TO CERTIFICATION WEBINARS
 
 
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September 27 @ 10 a.m. ET

An Overview of the CIMA® Certification with guest speaker Kathleen Fitzgerald, professor, Chicago Booth

REGISTER NOW
 
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September 27 @ 12 p.m. ET

An Overview of the CPWA® Certification

REGISTER NOW
 
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September 27 @ 1 p.m. ET

An Overview of the RMA® Certification with guest speaker Mike Kurz, CIMA®, CPWA®, CFP®, Institute program director

REGISTER NOW
 
 
Read the Investments & Wealth Monitor
'Alternative Investments'

IWM22JulyAug-COVER

With new products on the horizon, the latest issue of the Investments & Wealth Monitor examines the role and use of alternative investments in the current market environment.

 
 
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