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SEC Proposes ESG Disclosures
in Form ADV

Washington Insights reviews a proposed rule by the Securities & Exchange Commission requiring specific disclosures by registered investment advisers and investment companies if they offer environmental, social and governance strategies as part of their investment management services.

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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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🔒 Direct Indexing: The Democratization of Customized Portfolio Management
From the Investments & Wealth Monitor

The Future of Money w/Lilah Raynor
Exceptional Advisor Podcast

Corporate Good vs. Social Good: Can Investors Have Both?
From Knowledge at Wharton, IWI Executive Education Partner

 
 
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🔒 Millennial Boom: Demographics Point Toward Economic Growth
From the Investments & Wealth Monitor

Beyond the Bond: Alternative Sources of Income in a Low-Yield Market
From the Investments & Wealth Monitor

How the Real Economy Gains—and Loses—with Better-informed Investors
From Knowledge at Wharton, IWI Executive Education Partner

 
 
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🔒 2022 Client Research: The Evolution Continues—Global Uncertainty and Demographic Shifts Are Changing Client Experience
From Investments & Wealth Research

The Seven Most Important Equations for Retirement (Video)
From InvestmentNews at the 2022 Investments & Wealth Forum

Roth Conversions in 2022
Exceptional Advisor Podcast

 
 
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🔒 And Now You Know ... the Rest of the Story
From the Investments & Wealth Monitor

The Truth About Crypto w/Matt Hougan
Exceptional Advisor Podcast

 
 
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🔒 Women of Wealth: Unheard for Far Too Long
From the Investments & Wealth Monitor

Making the ‘Business Case for Diversity’ Can Backfire with Underrepresented Groups
From Yale Insights (Yale School of Management), IWI Executive Education Partner

 
 
Member Benefit: Barron's Subscription

Did you know all Signature and Elite IWI members receive a two-year print subscription to Barron’s magazine? To start receiving the latest insights and analysis from Barron’s, visit your dashboard today to upgrade your membership level and access your subscription.

If you are a current Signature or Elite member who needs to confirm or update your Barron’s subscription address, please reach out to membership@i-w.org.

UPGRADE MY MEMBERSHIP
 
 
UPCOMING EVENTS + DEADLINES
 
 
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August 10

An Introduction to the Booth CIMA® Education Program

The Chicago Booth CIMA® Education Program brings together top faculty, experienced practitioners and a comprehensive curriculum designed to help you achieve CIMA® certification.

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August 11 @ 4:30 p.m. ET

Legacy Essentials Three-Part Series
Sponsored by Nationwide

August 11
Part 1: Empathy

August 18
Part 2: Aging with Dignity

August 25
Part 3: Wealth Transfer

REGISTER NOW
 
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October 3, 2022

Investments & Wealth Forum—Toronto 2022

7.5 CE hours

This year's theme, Facilitating Sustainable Behavioural Change, will equip you with the tools and techniques you need to counsel and advise your clients through a turbulent market.

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PROFESSIONAL DEVELOPMENT TOOLBOX
 
 
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CIMA® Certification with Chicago Booth

Apply by August 15, 2022

The Chicago Booth CIMA® Education program empowers candidates to learn the CIMA® curriculum online while also engaging with Chicago Booth faculty through live and on-demand video instruction. The program takes place September 7–December 19, 2022.

APPLY NOW
 
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2022 Course Catalog

Whether your learning style is best served through online courses, virtual webinars or live conferences, the Investments & Wealth Institute has the perfect option for you. Regardless of your membership status with the Institute, you can take advantage of learning opportunities today to earn premier CE with practical, Ivy League-quality content.

LEARN MORE
 
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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 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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August 19 @ 11 a.m. ET

An Overview of the CIMA® Certification with guest speaker Jim Dobbs, CIMA®, CPWA®, CFP®, program director, Yale certification program

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August 19 @ 12 p.m. ET

An Overview of the CPWA® Certification with guest speaker Alyssa Yocom, CPWA®, CFP®, wealth manager, Schultz Financial Group

REGISTER NOW
 
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August 19 @ 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
'Sustainability Investing'

IWM_MayJune2022

Sustainable investing has grown significantly over the past several years, both in the number of strategies and the assets under management, but it is often misunderstood by advisors and investors alike. The latest Investments & Wealth Monitor examines the merits and challenges of allocating assets with these evolving strategies.

 
 
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