White papers and reports by Investments & Wealth Institute
InvestmentNews presents the latest and most targeted thought leadership for the financial industry.
This whitepaper reviews the U.S. Securities and Exchange Commission’s (SEC or Commission) recently updated market conduct standard for brokerage firms, Regulation Best Interest (Reg BI). Instead of ending the debate over the appropriate standard for financial advisors, the SEC’s recent action exacerbates the internal divide within the financial services industry.
July 15, 2019
The financial services industry is gearing up for a massive shift in investment trends. With the possible transfer of $68 trillion over the next 25 years, now’s the time to understand the drive behind the next-generation’s investing philosophies. Learn more about the money mentality of millennials and how it affects your practice in this whitepaper.
April 15, 2019
This whitepaper focuses on the decisions many women make that affect retirement security. Retirement security can be elusive for women, and many women may not focus on this key part of long-term security until they near retirement age. Advisors can help female clients understand how life decisions are interrelated and build plans that accommodate current circumstances and the long term.
February 15, 2019
These Investments & Wealth Monitor articles focus on the challenge and impact of geopolitics risks. Investments & Wealth Institute is the professional association for advanced financial professionals.
October 17, 2018
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