Why go through with the RMA program?
Chris Bidwell, from the board of the IWI, earned his Retirement Management Advisor (RMA) designation several years ago, and is floored by the growth in his firm that he attributes to lessons learned from the program. Hear what it has done for him.
Deprogramming the idea of ethics
The Wharton School's Peter Conti Brown on why advisers need to deprogram their idea of ethics and separate it from legality. By doing so, Peter believes advisers can unlock tremendous value by being able to explore what he calls 'grey areas.'
How often do you need to update your clients’ financial plans?
The founder of the Sudden Money Institute, Susan Bradley, shares her thoughts on when advisers need to revisit their financial plans for their clients, and how to go about giving them a refresh.
Don’t forget about the Secure Act!
Tim Steffen of Robert W. Baird & Co. thinks advisers have lost track of the Secure Act due to the outbreak of Covid. He's here to break down the important elements for advisers, such as the RMD age change, and the 10-year rule.
Dividends’ role in growing wealth during volatile times
Brian Kersmanc of GQG Partners shares his thoughts on how advisers could look for a dividend stream of income to help navigate rocky and volatile markets.
Retirement planning could be most important opportunity for advisers
PIMCO's Avi Sharon says that with 15,000 people retiring every day and moving out of their 401(k) plans, advisers who focus on decumulation planning have tremendous potential for success.
As boomers retire and clients live longer, how will advisers respond?
Steve Resch of Finance of America breaks down the longevity issues that are at the heart of planning issues today. How advisers respond will be key to their success.
Moshe Milevsky’s 7 figures that every adviser should know
Finance professor and influential author Moshe Milevsky breaks down his 7 key ideas from historical finance figures and how advisers can apply those to decumulation planning.
CEO breaks down 2022’s biggest challenges and trends for advisers
Sean Walters, CEO of the Investments & Wealth Institute, thinks that change and the broadening of services advisers provide will be the biggest challenges in 2022.
