A round up of articles & events to further your professional development
Alternative Investments: 2021 Survey Shows Advisors Are Open to Increasing Allocations From the Investments & Wealth Monitor
Advisors recognize the benefits of allocating to alternative investments, whether for diversification and downside protection or income; however, barriers remain to their use.
Dividend Investing in Uncertain Markets: A Quality-First Approach
From Our Platinum Partner GQG Partners, LLC
Amidst this year’s global market volatility and uncertainty, high-dividend-paying stocks have been outperforming broader equity market indices due in part to the contribution to total return that dividends provide. Dividend-paying stocks are no longer just the sought-after stocks of retirees seeking an income stream.
Dividend Investing Strategies for Today’s U.S. and International Markets: A Two-Part Series
September 27 @ 4:30 ET
Dividend Equity Strategies—Why Quality Matters in Uncertain Markets Join two members of the GQG Partners investment management team for insights on assessing dividend investing strategies, particularly during times of market volatility, and factors to consider when creating and implementing your own strategy.
October 29 @ 4:30 ET International Dividend Stocks—The Overlooked Corner of the Market
Join GQG Partners portfolio manager, Brian Kersmanc who will share what he views to be important considerations when it comes to selecting international dividend-paying stocks and how they can fit into your broader investment strategies.
This 2.5 day conference will feature more than 22 speakers, 4 core topic areas, a crypto pre-conference plus a Women in Wealth event.
You will gain a holistic approach to portfolio management from NextGen trailblazers disrupting the industry. During their breakout sessions, you'll learn how to go beyond the risk and returns lens and broaden your portfolio allocation decision-making process.
Featured Speakers Include:
David Blanchett, PhD, CFP®, CFA®, Managing Director and Head of Retirement Research, PGUM DC Solutions; Adam Holt, CFP®, ChFC, Founder and CEO, Asset-Map Holdings; David Lebovitz, Managing Director, J.P. Morgan.
If you have been thinking about propelling your portfolio and construction management skills forward with a CIMA® certification in 2022, there are only a few opportunities left to get started.
Don't miss out! Kick off your journey in this 6-to-9 month program so that you can stride into 2023 with fresh new strategies. Learn more at our next intro to certification webinar on September 27.
Developed by the Investments & Wealth Institute, sponsored by Macquarie Asset Management 12 CE HRS + a certificate
Learn to navigate the private markets investment landscape from experts in the field. The course includes 6 modules and includes a certificate upon completion. Learn how to practically implement private market investments in your practice. Explore the differentiated asset classes, categories and styles and discover how access to private markets has democratized through the evolution of product structures. Take the course now.
The Art and Science of Asking Questions w/Warren Berger
Exceptional Advisor Podcast
Warren Berger, the author of A More Beautiful Question, discusses the art and science of asking “beautiful” questions and how advisors can develop richer relationships with their clients and prospects by asking the right questions.
Stablecoins Survived ‘Crypto Winter,’ But That Doesn’t Make Them Safe
From Yale Insights (Yale School of Management), IWI Executive Education Partner
Cryptocurrencies such as Tether, which is pegged to the dollar, have held on as others crashed. But according to new research by Yale SOM’s Gary Gorton, these “stablecoins” still pose major risks to the global financial system.
Apply for an Investments & Wealth Foundation Scholarship Today
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.
Signature and Elite Institute members receive discounts on all Institute premier, audit-proof CE
Signature members save 25% and Elite members save 40% on all live events and on-demand courses. Your membership practically pays for itself if you attend just one Institute event. Don’t miss out on this and the other great benefits of Signature and Elite membership.
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