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DOL Greenlights Final ESG Rule for 401(k) Plans. Will Plan Sponsors Actually Add ESG Options?

Washington Insights reviews a final rule by the Department of Labor that encourages the use of environmental, social and governance (ESG) investments in defined contribution plans.
READ MORE
 
 
Editors' Picks
 
 

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!
 
 
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🔒 Understanding Tax Cost in Portfolio Transitions
From the Investments & Wealth Monitor

It’s Not Just Assets Under Management Anymore: How and Why Advisor Fee Models Are Changing
From the Investments & Wealth Monitor
 
 
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The Investor–Advisor Disconnect: 2022 Advisor and Investor Research
From Investments & Wealth Research

Taking a Disciplined Look at Irrational Investors
From Yale Insights (Yale School of Management), IWI Executive Education Partner
 
 
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🔒 On a Mission to Help Young Savers Achieve a Secure Retirement: A Discussion with Anne Lester, Catherine Collinson, David John, and Robert Powell, CFP®, RMA®
From the Investments & Wealth Monitor

William F. Sharpe, PhD: Retirement Risks, Indexing, and the Graph No One Wants to See
From the Retirement Management Journal
 
 
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🔒 Longevity Risk: A Discussion with Wade Pfau, PhD, CFA®, RICP®; Moe Allain, RMA®, CPWA®, AAMS®; and Robert Powell, CFP®, RMA®
From the Investments & Wealth Monitor

Surviving Market Volatility w/Bill Feakes
Exceptional Advisor Podcast
 
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How Advisors Can Market Like the Greatest Brands in the World w/Robert Sofia
Exceptional Advisor Podcast

How to Benefit a Charity While Receiving Income
Sponsored by Allianz Life Insurance Company of North America
 
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Capitalisn’t: Thomas Piketty on Creating a More Equal Society
From Chicago Booth Review, IWI Executive Education Partner

Importance of Diversity & Inclusion Initiatives
Exceptional Advisor Podcast

 
 
Faces of the Institute
Every month in the Hive community, we’ll be shining a spotlight on one of our members. Stop by to learn more about a fellow member's own personal insight and experience. This month's "Faces of the Institute" features:
 
Moe Allain, RMA®, CPWA®, AAMS®, MBA
 
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READ MORE ABOUT MOE
 
 
UPCOMING EVENTS + DEADLINES
 
 
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Now Available

Investments & Wealth Forum—New York City 2022 On-Demand, Managing Portfolio Risk
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February 5-8

Investments & Wealth Masters Forum, Planning for Intergenerational Wealth Transfer
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April 30-May 3

Save the Date: ACE Academy 2023—San Diego
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PROFESSIONAL DEVELOPMENT TOOLBOX
 
 
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Earn a Certification in 2023

Get started on an Institute certification and be on your way to earning a designation in 2023!

  • CPWA® Certification: Get started with Yale at anytime or apply to Chicago Booth by February 22
  • CIMA® Certification: Get started with Yale at anytime or apply to Chicago Booth by April 11
  • RMA® Certification: Tackle the new RMA® curriculum and apply by February 15
LEARN MORE
 
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College and Student Loan Planning Essentials

NEW Certificate Program
Premier CE: 15 credits, including 6 tax & regulations credits,for CIMA®, CPWA® and RMA® certifications
CFP CE: 15 credits

Did you know 81 percent of your clients expect their advisor to give them advice around financing education, yet only 6 percent deliver? Start delivering what your clients are looking for with the College and Student Loan Planning Essentials Course.
REGISTER NOW
 
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Need Tuition Assistance?

Apply for an Investments & Wealth Foundation scholarship today. Foundation scholarships enable women, diverse professionals and next-generation leaders to elevate their careers and contribute to our profession. Scholarships can be used for exam and enrollment fees and/or a portion of tuition and certification fees.
APPLY TODAY
 
 
INTRO TO CERTIFICATION WEBINARS
 
 
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March 22 @ 11 a.m. ET

An Overview of the CIMA® Certification with Chicago Booth Instructor
REGISTER NOW
 
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March 22 @ 1 p.m. ET

An Overview of the CPWA® Certification
REGISTER NOW
 
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March 22 @ 2 p.m. ET

An Overview of the RMA® Certification
REGISTER NOW
 
 
The 2023 T3/Inside Information Technology Survey is Now Open for Participation

This annual survey for financial advisors is designed to gain feedback about the components in your software suite and provide guidance about today’s complex technology. Results and full analysis will be made available to all participants. Please take a moment to complete the 15-minute survey so that Institute members are well represented.

Take the Survey >>
 
 
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