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Investments & Wealth Institute Launches Podcast Series Featuring Robert Powell of TheStreet

Issue date: Tuesday, November 13, 2018

Contact Information: Devon Coquillard | +1 303 850 3202 | Contact Email: dcoquillard@i-w.org

DENVER, CO (November 13, 2018) – Investments & Wealth Institute® (formerly IMCA®) launches a new five week Exceptional AdvisorTM Podcast series featuring Robert Powell of TheStreet. The special edition podcast series provides investment and wealth management professionals the latest information on various retirement topics from industry experts.

“With 10,000 baby boomers retiring daily, the demand for retirement planning has increased dramatically,” said Sean Walters, Chief Executive Officer of the Investments & Wealth Institute. “As a premier education provider, the Institute recognizes the growing need for retirement topics and education.” Walters added, “The Institute provides a number of resources for advisors whose clients are entering a decumulation phase of their lives. We’re covering retirement management in our new podcast series and in the recently published Retirement Management Journal that is available to our members. We are seeing strong interest in our Retirement Management AdvisorSM (RMASM) designation and our upcoming Retirement Management Forum which will be held this December in Amelia Island, FL.”

The five-week podcast series began yesterday, Monday, November 12, 2018 with an interview with Anna Rappaport, discussing insights from the Society of Actuaries research on retirees over 85. Anna Rappaport is an internationally recognized expert on the impact of change on retirement systems and workforce issues.

People work hard to retire, and retirement has a whole different set of challenges for both clients and advisors,” said Robert Powell. “Retirement clients require advisors with advanced skills and knowledge, this podcast series aims to provide an additional resource for advisors from top industry experts on these topics and challenges.”

The Exceptional Advisor TM Podcast series aims to provide information to help advisors better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional. The first eight episodes focus on wealth management topics including: Philanthropic Advising for the High-Net-Worth Client, Impact Investing, Serving the Unique Needs of LGBTQ Clients and Estate Planning and Trusts among others.

The Exceptional Advisor Podcast is part of a larger Exceptional Advisor Initiative launched by the Investments & Wealth Institute earlier this summer. The initiative builds on the attributes of an Exceptional Advisor as defined by recent Institute and AbsoluteEngagement.com investor research that shows clients value a strong understanding of what they want and need, meaningful guidance, advanced expertise, and high ethical standards.

Listen to the Exceptional Advisor series on iTunes, Spotify, and SoundCloud or at InvestmentsandWealth.org/podcasts.

Other Retirement Management Education from the Investments & Wealth Institute: 
Retirement Management Forum, Dec. 3-4, 2018 at the Ritz-Carton Amelia Island, Florida, to learn how to better support their clients entering or nearing retirement. Registration is now open for Retirement Management Forum.

For Information: 
For additional information, contact Devon Coquillard, communications manager, at dcoquillard@i-w.org or (303) 850-3202.

About the Investments & Wealth Institute® 
Established in 1985, the Investments & Wealth Institute, formerly known as IMCA, is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through its publications, events, assessment-based certificate programs, and advanced certifications, the Institute delivers premier-quality, practical education to advanced practitioners in more than 38 countries.

The Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. The CIMA program is distinctive as one of only a few global certifications in financial services to meet international accreditation and quality standards (ANSI/ISO 17024) for personnel certification programs.

The Certified Private Wealth Advisor® (CPWA®) certification is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach.

The Investments & Wealth Institute® is a registered mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CIMA®, Certified Investment Management Analyst®, CIMC®, CPWA®, and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. RMASM and Retirement Management AdvisorSM are marks owned by Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. The Investments & Wealth Institute does not discriminate in educational opportunities or any other characteristic protected by law.

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